Category Archives: IT

motivity-salesforce-integration

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 »

advent-salesforce-integration

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 »

PCLender-salesforce-integration

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 »

Roostify-salesforce-integration

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 »

salesforce-managed-services

3 reasons you need a partner to manage Salesforce for you

September 21st, 2015 | by

After implementing Salesforce, you have two options to manage your CRM system – use an internal Salesforce Admin team, or get a partner to manage Salesforce for you. In this post, we discuss three reasons why you should consider a partner to manage your Salesforce. Read more »

Cloud-transfer

Migrate from Advent Qube CRM to Salesforce without skipping a beat

July 22nd, 2015 | by

Advent Software is the maker of highly successful products in the and financial services domain. They also used to have a CRM platform named Qube, which they discontinued in 2011. Since then, most Qube users have migrated to other CRM platforms. However, there are still some who are yet to choose a new CRM solution. If you’re one of those users, this post gives you an overview of what is involved in a migration from Qube to Salesforce. Read more »

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Integrate FlashTrac and Salesforce to better manage your global supply chain

June 30th, 2015 | by

If you’re an IT firm that relies on a supply chain partner to do business globally, you probably have heard of FlashGlobal. FlashGlobal is a leading provider of logistics and supply chain services around the world. Their suite of services include inventory management, order management, trade and compliance, and many more. FlashGlobal provides an acclaimed web-based platform called FlashTrac from which its customers can manage their supply chain operations. Many top IT firms in the world use FlashTrac. Read more »

edi2

EDI implementation using Informatica – A Success Story

June 15th, 2015 | by

The Problem:

A leading provider of flash storage solutions in the San Francisco Bay Area relies on its partners to resell its products. Avnet is a partner of this company, and does frequent business that involves creating many financial documents like purchase orders, and invoices. These documents were being created manually, which involved lots of back and forth communication, errors and inconsistencies, and lots of time that could have been used for higher value activities. Read more »

Salesforce-connector-for-netsuite

What you need to know when integrating Salesforce and NetSuite – Part 2

June 1st, 2015 | by

Salesforce is the most common cloud platform to be integrated with NetSuite. Many organizations want to use the best of breed solutions, and opt for these two platforms as the best in their respective fields of CRM and ERP. In the first post in this mini-series on Salesforce and NetSuite integration we covered three things you need to know when integrating these cloud platforms. In this post, we look at three more. Read more »