Category Archives: Industry

Migrate from Velocify to Salesforce to unify your lead management

February 27th, 2016 | by

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.

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Integrate LendingTree & Salesforce for stress-free conversations with your loan prospects

February 25th, 2016 | by

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 »

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 »

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 »

Hi-Tech Salesforce Implementation

How Salesforce Implementation Helps the High-tech Industry Connect with its Customers, Partners, and Employees

November 4th, 2015 | by

Today’s customers, partners and employees expect greater control over key processes, seamless collaboration through multiple channels, and a better and integrated digital experience via every device. Companies that fail to meet these demands risk losing their customers and key players. Read more »


What Hi-Tech Enterprises Should Look for When Selecting a Salesforce Implementation Partner

November 4th, 2015 | by

Does your company need help with a complicated migration or deployment? Implementing Salesforce and integrating it with your other back-office systems will enable you to get the most out of your system but implementing it yourself can take too much time and energy: Read more »