Access Global Group Summit Consulting Blog
The latest Salesforce news, product updates, tips and how to guides. Presented by your Salesforce Summit Consulting Partner experts, Access Global Group.
Featured Blog Posts
Salesforce Solutions: Accelerating Bank Sales with Data Standardization
Within the financial services industry, data and information act as the quintessential currency of success and longevity. Every transaction, every investment, and every strategic decision hinges upon the insights gleaned from the data a company holds. And for bankers, data isn’t just valuable — it’s indispensable. Bankers rely on data to assess risk, evaluate creditworthiness, and tailor financial products to meet the unique needs of their clients.
Salesforce Solutions: Accelerating Bank Sales with Data Standardization
Within the financial services industry, data and information act as the quintessential currency of success and longevity. Every transaction, every investment, and every strategic decision hinges upon the insights gleaned from the data a company holds. And for bankers, data isn’t just valuable — it’s indispensable. Bankers rely on data to assess risk, evaluate creditworthiness, and tailor financial products to meet the unique needs of their clients.
Banking on Success: Streamlining Deal Processes to Supercharge ROI in Call Centers
Efficiency is the cornerstone of success in the ever-evolving landscape of banking call centers. However, achieving optimal efficiency is challenging, especially when faced with
Cracking the Code: What is Generative AI ?
Artificial Intelligence (AI) has evolved beyond mere trends; it has become the new standard in business. This game-changing technology is actively shaping retail environments
Everything You Need to Know About Salesforce’s Einstein Copilot
Over the last year, Salesforce has been releasing their vision for “the next evolution in AI.” This strategic unveiling has seen pivotal advancements within the Einstein suite
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Will AI Replace Insurance Call Center Agents?
The rapid emergence of AI across industries has quickly proven its immense value as a powerful asset in alleviating employee workloads with unparalleled precision. Specifically within
Bridging the Divide: How Salesforce Consultants Fill Gaps in the Insurance Industry
In today’s tech-driven, hyper-competitive world, time is more precious than ever. Insurance customers, like individuals across all industries, have little patience for cumbersome technology
Future-Proofing Your Salesforce: Everything Financial Service Providers Need to Know in 2024
Financial institutions, whether they’re banks, credit unions, insurance companies, investment firms, or other entities, are entrusted with a multitude of
How AI is Reshaping the Insurance Industry
AI is seemingly everywhere, and while insurance companies are starting to embrace it, the adoption rate remains relatively low. According to a Deloitte study,
Financial Forecast: Data Cloud Potential within The Financial Services Industry
Over the last decade, many technological innovations have captured the attention of financial professionals, but few trends have ignited the potential for
Einstein GPT vs Chat GPT
A wave of adopting generative artificial intelligence (AI) is sweeping the finance sector, with leading financial services reporting that 99% of their employees
Bringing Trusted AI to Banks with Salesforce
The release of ChatGPT’s natural language processing capabilities to the general public has felt much like a tsunami. However, many companies have found it
Salesforce AI: Redefining the Future of Insurance
Generative AI’s rise across various industries highlights the crucial role of high-quality data, not just for improving AI efficiency but also for reshaping user
Preparing Your Data for AI: Unlocking the Power of Einstein AI
The majority of holidays have come and gone, the ham has been eaten and the gifts have been given. All that remains is the final countdown before being
Holiday Hustle: Maximize Productivity with These Salesforce Hacks
The majority of holidays have come and gone, the ham has been eaten and the gifts have been given. All that remains is the final countdown before being
Strategies to Stay Off Astro’s Naughty List This Holiday Season
Despite Jack Frost nipping at your nose, the shorter days, and longer nights, the world is aglow with the warmth of joy and anticipation of the holiday season!
Is Salesforce CPQ worth it? How Salesforce CPQ Accelerates Insurance Sales
In today’s rapidly evolving and fiercely competitive insurance landscape, refining sales processes and maximizing revenue serve as ways to guarantee your