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Automation

Tag Archives | Automation

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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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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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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App of the Week – Campaign Member Helper

If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have […]

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App of the Week – SalesTrip: travel and expenses on Salesforce

Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management […]

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