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Advice from the Experts: Choosing the Right Salesforce Consultant

What good is your data doing if it’s not being used? While there are plenty of Salesforce apps for lenders, they’re only good if you understand how to use them. Fragmented data across multiple programs is harder to keep track of and interpret, costing crucial insights into borrowers. How can you get the most out of your lending CRM?

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The job of a Salesforce consultant is to make sure that your company has the best tools for their Salesforce CRM. This can include recommending apps, training your staff, and researching your company to customize Salesforce. That said, with hundreds of thousands of consultants to choose from, knowing how to choose one is a skill in itself.

So what should you know when choosing a Salesforce consultant? Number one, ask your Salesforce Account Executive for help. They can help you compile a list of Salesforce consultants who work in finance and lending. But how do you tell which one of them is the best fit? This article from Salesforce explains the ins and outs of finding the right consulting partner.

 

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