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Tips and Tricks

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Lending Better: Essential Apps and Integrations for Salesforce

Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]

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Salesforce Consultant or Internal Admin? Here’s What to Consider.

When used as loan management software, Salesforce automates business tasks, organizes processes, and provides data insights you might be missing. As many alternative lenders find themselves at a pivot point between in-person and digital lending, more have decided to bring their operations online. Unfortunately, many teams are ill-equipped to handle implementation, training, and updates in […]

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Sanity, Selflessness and Salesforce: A guide to not losing your marbles at Dreamforce 2015

Dreamforce… Inspiration. Imagination. Innovation. Inanition. Indisposition. Enervation. Houston… We have a problem. Dreamforce is one of the largest tech conferences in the world. Over 160,000 people attending, and a place where even the most extroverted can find themselves overwhelmed. With less than a week to go, do you have the knowledge you need to make […]

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Bruno Mars and Blowfish: The low down on the Dreamforce fun factor…

Fun and silliness at a “work conference?”  Really?  Ohhhhh yes…  Dreamforce provides plenty of it to entice you to attend and we’re going to give you the low down.  However, perhaps this wouldn’t be the best way to justify the trip to your boss (and you should probably keep quiet about it afterwards…  No bragging […]

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Dreamforce networking: Expressions of awesomeness for the Salesforce Aficionado

5 ways to survive networking at #DF13 “I’m not shy, I’m just holding back my awesomeness…” This year there’s going to be over 100,000 people attending Dreamforce and, if like me, you’re very good at holding back your awesomeness (and the word “networking” sends shivers down your spine), here’s a few tips to get you […]

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