In our previous posts on MassMailer, we did extensive comparisions with all of the top email marketing solutions for Salesforce. In this post, we do a comparison between MassMailer and another capable email marketin tool Campaign Monitor. We focus more on their ability to send out mass email campaigns from within Salesforce.
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Workday is a popular Human Resources Management System (HRMS). It acts as the central hub of collaboration for HR teams. With the rise of ServiceNow, there is an opportunity to further simplify HR processes by augmenting Workday’s capabilities with that of ServiceNow. In this post, we discuss how integrating Workday and ServiceNow can benefit your HR team. Read more »
We previously wrote about integrating Oracle E-Business Suite (EBS) with Salesforce. Since that time, we have a new kid on the block when it comes to enterprise cloud applications – ServiceNow. Though it was founded over a decade ago, ServiceNow has been growing in leaps and bounds in recent years. If you’re on Oracle EBS and are considering using ServiceNow to manage all service automation across your organization, you’d be interested in reading this post on how to integrate Oracle EBS with ServiceNow. Read more »
It’s that time of the year again. Las Vegas is calling!
Come May 15th and you will find the SynQ team at Knowledge16. If you, like us, are enthusiastic about connecting, collaborating and learning from thousands of peers regarding ServiceNow products, Knowledge16 is an event you just cannot miss! Read more »
Salesforce Financial Services Cloud is Built on the Lightning platform that was unveiled last year. It’s a complete overhaul of the user experience, making Salesforce faster, lighter, and easier to use. This means that if you’ve been been using Salesforce Classic, and are planning a move to Financial Services Cloud, you need to migrate to the new Lightning platform. If you’re a new Salesforce customer, you’ll need to perform an implementation at the start. In this post, we give you an overview of what the migration and implementation involves. Read more »
In the previous post, we looked at data that showed what investors want from their advisors – a collaborative relationship, and modern tools that enhance this relationship. We also saw that Salesforce Financial Services Cloud is positioned to fulfill these needs. Today, let’s dive deeper to understand what Salesforce Financial Services Cloud is, and what difference it can make to your wealth management firm.
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Salesforce aims to reinvent the way business happens in the financial world with their newest platform, Salesforce Financial Services Cloud. In this post we look at the reasons why you should consider adopting Salesforce Financial Services Cloud if you’re a wealth management company. Read more »
The first time your Sales Rep calls or email a prospect, they are forming impressions about your company based on the interaction. This is why the first interaction is so important. In Sales, the process of lead routing is essential to ensure a positive first interaction with your prospects. In this post, we look at how one of our customers migrated from Velocify to Salesforce to better manage their lead routing.
LendingTree brings together lenders and borrowers in a single platform making it easy to compare and find the best home mortgage, refinance, auto loan, or credit card. If you’re a mortgage lender, you likely use LendingTree as a vital source of leads. If you’ve been in the business for a few years, you most likely use a CRM tool to manage leads, communicate with prospects, and monitor your entire pipeline. If you use both these platforms, you could greatly benefit from integrating them. In this post, we discuss why you should integrate LendingTree and Salesforce. Read more »
Zillow real estate platform that connects consumers with agents. They cover the entire lifecycle of owning, maintaining, and selling a home. If you’re a real estate broker or agent that uses Zillow to gather data on properties, and Salesforce to manage your list of clients, you’ll find it very useful to integrate both these platforms. Read more »