Access Global Group Summit Consulting Blog
The latest Salesforce, Data & AI news, product updates, tips and how to guides. Presented by your Salesforce Summit Consulting Partner experts, Access Global Group.
Featured Summit Blog Posts
The Ultimate Guide to Dreamforce 2025
Let’s be honest: for years, the term digital transformation has been thrown around like confetti at a tech conference. And for many insurers, it often lands in the form of a sleek new website or a polished mobile app. Those shiny front-end tools look great. They feel modern. But beneath the surface? Most legacy systems are still chugging along in silos, holding back the very progress those flashy updates were supposed to signify.
The Ultimate Guide to Dreamforce 2025
Let’s be honest: for years, the term digital transformation has been thrown around like confetti at a tech conference. And for many insurers, it often lands in the form of a sleek new website or a polished mobile app. Those shiny front-end tools look great. They feel modern. But beneath the surface? Most legacy systems are still chugging along in silos, holding back the very progress those flashy updates were supposed to signify.
Staff Spotlight Series: Kara Hughes
Since joining in 2021, John Hall has helped shape AGG’s brand presence with strategic storytelling and marketing leadership. A passionate communicator and creative strategist, he’s committed to connecting AGG’s mission with audiences across industries—making complex solutions accessible, meaningful, and memorable.
What Insurance Gets Wrong About Digital Transformation & How to Fix it With Salesforce
Let’s be honest: for years, the term digital transformation has been thrown around like confetti at a tech conference. And for many insurers, it often lands in the form of a sleek new website or a polished mobile app. Those shiny front-end tools look great. They feel modern. But beneath the surface? Most legacy systems are still chugging along in silos, holding back the very progress those flashy updates were supposed to signify.
Staff Spotlight Series: John Hall
Since joining in 2021, John Hall has helped shape AGG’s brand presence with strategic storytelling and marketing leadership. A passionate communicator and creative strategist, he’s committed to connecting AGG’s mission with audiences across industries—making complex solutions accessible, meaningful, and memorable.
All Summit Blog Posts
Modernizing the Insurance Tech Stack: Connecting Guidewire, Salesforce, and Tungsten Automation
The insurance sector isn’t evolving gently. Five-year roadmaps have collapsed into six-month pivots, and insurers are under pressure to deliver more value, faster, and at lower costs. Yet the industry remains burdened by legacy systems, siloed operations, and clunky digital handoffs that create user experiences more akin to 2010 than 2025. And through it all, policyholder expectations continue to outpace internal capabilities.
Access Global Group’s Sandeep Gudimella Honored as Bronze Stevie Award Winner in 2025 American Business Awards
Access Global Group’s Sandeep Gudimella was named the winner of a Bronze Stevie® Award in the Technical Professional of the Year category in the 23rd Annual American Business Awards.
Agentforce FAQ: Straight Answers, Smarter Agents
In 2024, Salesforce introduced Agentforce, and with it came a meaningful shift in how organizations deliver service. From healthcare systems aiming to improve responsiveness to insurance firms managing high volumes of claims to public sector teams streamlining support—all are finding new ways to operate with greater intelligence, speed, and efficiency.
Staff Spotlight Series: Suhith Baddam
Since joining in April 2015, Suhith Baddam has been a reliable force on Access Global Group’s Salesforce delivery team. As a Salesforce Team Lead, Suhith plays a key role in managing complex public-sector programs, overseeing daily production support, and ensuring the health and scalability of core systems. Known for his thoughtful problem-solving skills, Suhith’s work reflects AGG’s commitment to quality, reliability, and mission-driven impact.
Access Global Group Announces Strategic Investment from Rockbridge Growth Equity
Access Global Group becomes the inaugural portfolio company under Rockbridge’s new FormativGroup platform, reinforcing its commitment to Salesforce innovation for the middle market.
AI’s Achilles’ Heel: How Too Much Data Weakens Agentforce
Though AI has existed since the 1960s, for much of its history, it was more at home in science fiction than in everyday life. Even some 40 years later in the ’90s and early 2000s, AI’s advancements were slow as businesses still relied on manual, repetitive processes. Emails were sent one by one, customer service reps typed out the same responses over and over, and generating a report could take an entire day.
From Advocacy to Action: Kara Hughes Dedication to the Leukemia & Lymphoma Society
Access Global Group is proud to highlight Kara Hughes’ dedication to the Leukemia & Lymphoma Society (LLS). As a member of the Newly Diagnosed Cancer Counsel Team, Kara provides invaluable support, guidance, and compassion to individuals facing a new cancer diagnosis. Her commitment reflects both a personal mission and the shared values of Access Global Group.
Digital Governance Decoded: Public Sector Solutions vs. Standard Salesforce
Government agencies are feeling the pressure to modernize operations, improve citizen services, and keep up with evolving regulations. However, the adoption of government tech solutions has been slow, hindered by fragmented systems, outdated infrastructure, complex compliance requirements, security concerns, and tight budgets. Since 2017, Salesforce has secured over 1,400 government contracts
Staff Spotlight Series: Mohit Kumar
Since joining in March 2021, Mohit Kumar has played a key role in enhancing AGG’s Salesforce solutions. As a Lead Salesforce Developer, he has been instrumental in creating products like Access QuickBooks and Access Docs—solutions that simplify operations for various clients. Driven by a passion for learning and technical excellence, Mohit’s work reflects AGG’s commitment to innovation and client success.
Maximizing Cross-Selling in Financial Services with Agentforce and AI-Driven Insights
For years, managing money has been as quick as a tap on a screen. Customers check balances while waiting in line for coffee, transfer funds between meetings, and apply for loans from their couches. But while digital banking has become second nature, banks are still catching up with how they engage customers. The decrease in physical branch visits and the increase in mobile banking presents banks with an interesting challenge.
The Future of Financial Relationships: Agentforce & AI in Client Retention
Financial institutions often fail because their traditional data analysis methods and reactive service models fail to surface actionable insights about client satisfaction until it’s too late. This leaves relationship managers unable to deliver the personalized, proactive engagement needed to retain their most valuable clients.
Seventeen Years of Innovation: Celebrating Access Global Group’s Journey
With over 17 years of specialized experience in financial services, we’re more than just a Salesforce implementation partner – we’re data architecture experts who transform how organizations leverage their technology investments. Our platinum-rated solutions on AppExchange and G2 reflect our commitment to excellence,