Tag Archives: Salesforce Integration

lendingtree-salesforce-integration

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 »

zillow-salesforce-integration

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 »

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 »

encompass-salesforce-integration

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 »

steelbrick-salesforce-integration

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 »

steelbrick-salesforce-integration

SteelBrick – The native quote-to-cash solution for Salesforce [Part 1]

November 25th, 2015 | by

One of the most critical parts of the sales process is making a quote. Too high, and you could lose a deal, too low, and you leave money on the table. Sales teams focus a lot on getting the quote right. Traditionally, Sales reps would make a ‘guesstimate’ about how much a customer would be willing to pay, and quote that much. However, in today’s data-driven world of business, most Sales teams are looking for systematic and predictable ways to handle the configure, price, and quote (CPQ) section of the sales cycle. Getting this right would result in more happy customers, and more revenue for the organization. Read more »

magento-salesforce-integration

Integrate Magento and Salesforce for an end-to-end view of your e-commerce business

October 15th, 2015 | by

Magento is a popular open source e-commerce platform that’s used by top e-commerce brands around the world. It is used to manage e-commerce websites, and provides enterprise-grade functionality for the frontend and backend of e-commerce websites. However, many of the e-commerce stores that use Magento to manage their website also use Salesforce as the CRM system to manage their internal operations like Customer Support, Sales, and Accounting. Read more »