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5 Tips for Working Remotely

5 Tips for Working Remotely

Whether you are new to the at home setup, or a long time pro, we could all use some guidance for creating a better and more effective environment when working from home. So with that in mind, here are our 5 essential tips for working remotely - A guide for beginners...

Changes to Salesforce Data Recovery Plans

Changes to Salesforce Data Recovery Plans

Starting July 31st, 2020, Salesforce will no longer provide data backup recovery services in the case of data loss. While this is definitely a big deal for Salesforce users, don’t worry, there are plenty of options to ensure you keep your data safe in the event of...

Unique Business Tasks to Automate

Unique Business Tasks to Automate

We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and...

AI for Lending

AI for Lending

As AI continues to penetrate deeper into just about every industry and vertical, it comes as no surprise that it is also beginning to make its presence felt in Alternative lending and finance. However, when it comes to AI and Machine Learning, there are many myths out...

CRM Predictions for 2020

CRM Predictions for 2020

Wow! Are we are already mid-February, 2020? As the year is moving so fast, we thought it would be the right time to talk a bit about the Salesforce trends and things to watch for in the rest of the year. In no particular order, here are a headlines of some Customer...

Will Google buy Salesforce?

Will Google buy Salesforce?

Over the last month there has been some serious speculation that Google will attempt to pull off a behemoth of a deal and acquire Salesforce. Kicked off by the RBC Capital Markets prediction that Salesforce could be purchased for around $250B, and backed up with the...

How AI Will Impact the Lending Industry

How AI Will Impact the Lending Industry

It wasn’t so long ago that doing business online wasn’t considered to be a given. Depending on the industry you were in, the attitude may have been something like, “Internet? We don’t need that to do our jobs!” Can you imagine saying that now? Well in a few short...

Understanding Campaigns in Salesforce

Understanding Campaigns in Salesforce

Campaigns in Salesforce are one of the more underutilized objects in the CRM. Properly using campaigns admittedly takes a decent amount of planning and setup to yield any significant benefits. However, it can definitely be worth your time if you do it right! Campaigns...