Category Archives: Support

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 »

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 »

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 »