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Ride the ServiceNow wave by joining Mansa’s online training

January 28th, 2016 | by

In the previous two posts, we got an overview of the career opportunities that a ServiceNow training opens up to you. In this post, we highlight key industry trends, and the future direction of ServiceNow. Read more »

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Possible career paths for a service management or ServiceNow professional

January 27th, 2016 | by

In the previous post we discussed the rise of ServiceNow, and its importance in today’s enterprise cloud ecosystem. In this post, we move to talking about the opportunities you have, as a professional who is already in this industry, or aspires to be one. We also announce an online ServiceNow training course that Mansa has launched that can help you achieve your dream career in service management. Read more »

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The rise of ServiceNow and the service management sector

January 25th, 2016 | by

In this post, we discuss the importance of ServiceNow, and announce Mansa’s online ServiceNow training for Dev & Admin professionals. Read more »

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Integrate Motivity BI & Salesforce for deeper insight into your mortgage data

January 23rd, 2016 | by

Business intelligence (BI) is an extremely important function for any mortgage company. With the advancement in technology today, having just a loan origination software (LOS) isn’t enough. Mortgage companies need a BI tool that specializes in analyzing loan data if they are to maintain their competitive edge. This is what Motivity brings to the table – a BI platform exclusively for the mortgage industry. In this post we discuss why mortgage companies should integrate Motivity & Salesforce CRM. Read more »

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Integrate Advent Black Diamond with Salesforce to enhance your portfolio management

January 23rd, 2016 | by

Black Diamond, from Advent Software, is a portfolio management platform for wealth managers. Being a cloud-based app, it provides ease of use, and yet, is feature-packed. In this post, we discuss the importance of integrating Black Diamond with Salesforce. Read more »

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Integrate PCLender LOS & Salesforce to streamline your loan management process

January 20th, 2016 | by

PCLender provides solutions for mortgage companies and is well-known for their loan origination software (LOS). In this post, we discuss the integration of PCLender LOS and Salesforce, which the most widely-used CRM solution. Read more »

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Integrate Roostify and Salesforce to turbocharge your sales follow up for loans

January 20th, 2016 | by

Roostify is a startup that’s changing the way loans are processed. Mortgage companies lose customers if their loan closing process is inefficient. Roostify aims to transform this important phase of the loan lifecycle with automation, and improved accountability. In this post, we discuss the benefits of integrating Roostify with Salesforce. Read more »

Salesforce mass email limits can constrain your efficiency.

4 Reasons You May Hit Salesforce Mass Email Limits and What to Do

January 18th, 2016 | by

You have customer and lead contact information stored in Salesforce, so it only seems logical to use Salesforce as a mass emailer. Salesforce has mass email capabilities in its Professional, Enterprise, Unlimited and Performance Editions (but not in its Personal, Contact Manager, and Group Editions). Read more »

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Integrate Salesforce and Encompass to track loan accounts end-to-end

January 18th, 2016 | by

How fast a Mortgage companies closes a loan application impacts their revenues. Often, complicated processes, and wrong data can sabotage deals leading to lost revenue for a mortgage company and frustration for its customers. Once loan applications are approved, it’s important to keep all data related to the loan updated, and make it available to various teams as needed. This is a challenge for most mortgage companies, and they realize that they need to break the silos in their business systems to get closer to their goals. Read more »

Salesforce service cloud

Migrate from Zendesk to Salesforce Service Cloud

December 19th, 2015 | by

Zendesk is a great helpdesk platform for companies that are just starting out and need a way to manage the inflow of tickets with a small Support team. It moves teams from working in email to a platform that is great at tracking support issues. However, Zendesk customers who experience rapid growth will quickly hit limitations when scaling their support organization to match. In these cases, they look for an alternative to Zendesk, which for many companies, turns out to be Salesforce Service Cloud. Read more »