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Tip of the Week

Archive | Tip of the Week

Coming Soon: Einstein Opportunity Scoring for Salesforce

Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions. What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps […]

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What are APIs good for?

APIs are something that most developers will be familiar with, but for the rest of us, they sound like just another technical acronym that we either don’t understand or have never even heard of. An API is short for Application Programmer Interface. API simply refers to the method programmers use to interface with software, and […]

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Essential Characteristics of a Quality Loan Origination Solution

With the continued growth of FinTech and the Alternative Lending industry, systems and solutions that are tailored to these industries have also flourished. Loan Origination, that fundamental piece to any lending business, can be one of the biggest pain points as it involves a complex sales process as well as various documents, checklists and qualifications […]

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