login

Consulting

Tag Archives | Consulting

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 […]

Continue Reading 0

Driving User Adoption in Salesforce

User adoption is critical, especially for software that drives your business like Salesforce. At the end of the day, it just doesn’t make sense to be spending money on a system that your team isn’t using. However, the importance of user adoption is more than “we bought it so use it”, rather, user adoption has […]

Continue Reading 0

Pardot Dynamic Lists vs. Automation Rules

Pardot B2B Marketing for Salesforce is an extremely powerful tool. You can link thousands of prospects and leads to your CRM and engage with them in all sorts of ways. However, with great power comes great… confusion? Specifically, how do you know which automation tool to use for each situation? Pardot features a couple of […]

Continue Reading 0