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Why DocuSign + CRM is a Killer Combination!

April 4th, 2014 | by

For more than 10 years now, electronic signatures have been legally valid.¬† A digital signature is adequate for virtually all types of documents such as sales contracts, Non-Disclosure Agreements, Professional Service Agreements and more. More info here on DocuSign’s page.

DocuSign is the clear leader in the market when it comes to e-signature solutions, and for companies that use Salesforce, Read more »

Junxure vs Salesforce

Junxure vs Salesforce, the battle for the Financial Services market continues

March 4th, 2014 | by

For years, financial services providers have been using Junxure to manage their customer data. Apart from Junxure, other popular CRM (customer relationship management) solutions useful for marketing include Redtail and Salesforce.

Junxure comes from humble beginnings. Initially, it was started as proprietary solution for Friedman & Associates whose offices are in Novato. Read more »

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What is Salesforce Identity?

December 31st, 2013 | by

The future enterprise is bound to be more complex given what we know today. As companies seek to improve productivity and reduce operational costs, they are utilizing a variety of solutions across their distributed teams. As the importance of cloud applications becomes more evident in today‚Äôs economy, the use of complex hybrid or legacy cloud based solutions is expected to be integrated in a company‚Äôs operations. Read more »

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Staffing companies should be using MassMailer with their ATS

December 19th, 2013 | by

Staffing companies, personnel agencies, recruiters and other employment businesses have many contacts to manage and track.¬† As opportunities become available or new information is announced the staffing company must be very responsive in notifying their contacts in order to take advantage of the opportunities. Read more »

MS Dynamics NAV to Salesforce Integration

Integrate MS Dynamics NAV with Salesforce to automate the complete sales through order management process

December 5th, 2013 | by

Manufacturing companies and other enterprise organizations using ERP systems need integrated solutions that will make them more efficient and improve their workflows.

For most mid-level and large enterprises, no single ERP is a complete solution to their problems. Common enterprise challenges include cost concerns that limit the number of ERP licenses that can be purchased and difficulty in integrating the ERP with other in-house systems. Read more »


SalesForce1 – The New Revolution

December 2nd, 2013 | by

Salesforce1 is a next-generation CRM platform from Salesforce that aims to improve the company‚Äôs footing in the mobile devices space. This is a robust CRM mobile app that has been designed to enable customers, independent software vendors (ISVs) and developers to connect apps and third-party services such as LinkedIn, DocuSign, Concur, Box, Evernote and Dropbox. With the app, developers can access 10 times more Salesforce APIs than they did before. Read more »


Salesforce to Encompass 360 Integration

November 12th, 2013 | by

More than 80,000 mortgage companies use Encompass360 to maximize their retail sales and minimize origination cost. In the same line, financial services companies use Salesforce to automate their marketing services.  Integrating Salesforce to Encompass360 enables companies to shorten the sales cycle, reduce costs and see real-time updates in Salesforce Chatter.

Integration enables a hassle-free lending process for everyone. With increased competition in the lending industry, financial services companies need to find ways to differentiate their offerings and close leads more efficiently to maximize revenues. Salesforce enhances operations by making transactions as fast, smooth and straightforward as possible. Read more »

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Your Salesforce instance should be as unique as your business

October 29th, 2013 | by

Every company is different. The business practices that keep a large organization thriving may not work for a small or medium-sized one. A doctor will have a completely different approach to managing their patients than a lawyer will to managing their clients. A thousand little details define the way you do business and make it unique from any other company. So if you use Customer Relationship Management applications, they should be adaptable to your specific needs. Fortunately, Salesforce recognizes the importance of personalization, which is why customizing Salesforce CRM for your business is easy and convenient. Read more »