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Tip of the Week

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Is your underwriting team overloaded?

During the crisis, you may be seeing a surge in applications. At the same time, you may have set tighter lending criteria and be requiring more documentation to assess the creditworthiness of each borrower. The result is that it’s more difficult to make underwriting decisions quickly and accurately. Your team can be overwhelmed. One way […]

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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 and pros alike! Tips […]

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data, big data, data recover

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 catastrophe. Our friends at SalesforceBen have put together […]

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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 pieces set up to help themselves out. However, there are a number of lesser talked about […]

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Salesforce Mobile App Upgrades for Spring ‘20

As the year continues to roll along, we are already beginning to look back on the the Salesforce Spring ‘20 release and the improvements it contained. Released on February 17th, this update is further helping users power their entire business – on  Salesforce Mobile. Some improvements include: Increased productivity with enhanced navigation and custom notifications  […]

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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 there that make the technology sound too complex […]

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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 Relationship Management trends […]

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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 Google’s Cloud services not so private announcement last year […]

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