Category Archives: Sales

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 Zillow and Salesforce to close Real Estate deals sooner

February 25th, 2016 | by

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 »

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 »

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 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 »

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 »

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 »

Marketing automation for Salesforce using Pardot

December 19th, 2015 | by

Back in the days of traditional marketing, marketers used to ‘spray and pray’ hoping their big budget ad campaigns would hit a section of their target audience, even if most of the budget is wasted. Today, with the granular analytics that digital marketing affords us, marketers look to track every step of the conversion funnel, and allocate budget only to the channels that convert well. This trend first began with the rise of marketing automation software (MAS) about two decades ago. Read more »

Salesforce Lightning – A new and better way to build Salesforce apps

December 19th, 2015 | by

One of biggest complaints of Salesforce users has been that the UI is clunky. As the web moved to responsive design, the Salesforce UI did not evolve as fast as it should have. This has pushed Salesforce to rethink the way their platform is designed, and the way apps are built on it. This move has led to the launch of Lightning, a new platform that Salesforce calls ‘The future of CRM”. Read more »

SteelBrick – The native quote-to-cash solution for Salesforce [Part 2]

November 26th, 2015 | by

Sales teams spend a lot of time calculating pricing for their products, often on an Excel sheet. Even when done, there’s all likelihood that there are errors because it’s a manual process. This can take a lot of time during which opportunities may be lost, or margins lowered. To resolve these difficulties, quote-to-cash (Q2C) tools like SteelBrick take a different approach – they greatly simplify the process, and do this from within Salesforce. In this post, we’ll look at how SteelBrick simplifies the configure price quote (CPQ) process, and how you can get started with SteelBrick. Read more »