Insurance Industry Game Changer Salesforce To Acquire Vlocity
Vlocity CEO and Founder David Schmaier just announced that Salesforce will acquire Vlocity. Find out what that means to the insurance industry here.
Crisis Communication And Insurance - 4 Ways To Bridge The Gap
Because technological advances have been at the forefront of our industry, we are fortunate enough to have many resources at our fingertips to provide the best possible service to clients and help insurance businesses run as smoothly as possible under the circumstances. Here are 4 ways you can help bridge the gap between your departments, your agents, and clients
5 Reasons Insurance Companies Should Be Using Salesforce
With so many CRMs out there, here are five reasons why companies in the industry are choosing Salesforce.
How do you Build a List in Pardot?
If you’re already using Pardot, you understand just how important it is to be able to create segmented lists within the system. It’s quite a simple task but has a huge return on your marketing and sales efforts. We’ve created two videos on how to build and populate lists within Pardot.
Pardot Lead Source - Why is the Field Empty?
As Salesforce consultants, we seem to see a common theme among users: everyone always has questions about how to populate accurate Pardot Lead Source field data! The ability to populate accurate Lead Source fields is truly the key foundation to understanding where your new leads are coming from, directly impacting future business decisions, which ultimately impacts your bottom line.
CRM Integration for Your Insurance Company
The implementation of a robust CRM (Customer Relationship Management) system is at the core of these two key areas; digital transformation and improved customer service.
Benefits of a Self Service Portal for Insurance Companies
When dealing with companies that experience a high volume of customer/organization interactions such as insurance companies do, you have no choice but to find a way to streamline customer service. Self-service portals and extensively informative FAQ pages are a wonderful way of doing so. Here are some benefits of having robust self-service portals for insurance companies:
Insurance Policy Number Management Made Easy
With the right kind of online policy number management system in place, your customers can do much more than just lodge claims or complaints.
5 Ways to Improve Customer Support for Insurance Companies
To give your customers the kind of customer support they deserve, you need to have a sophisticated "Customer Relationship Management" (CRM) system in place. That takes more than just having the right software installed.
Pardot Lightning App
Among the many exciting things happening in the Salesforce and Pardot world, two are becoming one! The Pardot Lightning app is now built in to the Salesforce platform, putting all of its marketing features into the Salesforce UI.
Three awesome features from the Winter ‘19 release you need to know about
Salesforce Winter Release 2019 brought forth some exciting features. In today's article, we highlight our top three.
Pardot for SaaS
Did you know that Pardot is more than a lead nurturing platform? SAAS company's benefit heavily from Pardot, even after a prospective client has converted.
Pardot - Visitors to Prospects - How they Convert
In Pardot, the Visitor List provides an excellent exportable list of Prospects visiting your site.
Pardot - Importing & Manually Adding Prospects
if you're new to Pardot, how do you add your existing prospects? Depending on your sales/prospecting process, there will be two ways to add contact information to Pardot: manually and via import.
Clean Data is key!
A Salesforce environment can only be as strong as the data within it. What can be done if you need a data enrichment process?