5 Ways Salesforce Can Boost CRM Productivity As 2022 draws nearer and 2021 further away, it has become evident that more and more businesses are utilizing CRM software capabilities to manage their customer relationships. But with so many options available, it can be...
Building Lasting Relationships with FSC Traditional mapping and tracking of client information only allows a small glimpse into the lives and financial goals of your clients. But with Salesforce’s Financial Services Cloud, users have a comprehensive view of each...
Accelerating Transformation The Financial Services industry faces consistent changes and evolving customer expectations, which means that it’s critical your organization is able to adapt quickly to emerging trends. Salesforce plays a key role in creating a stable...
Becoming Customer Centric The financial industry continues to change as a result of new technologies and shifting demographics, making it important to stay on top of industry trends in order to continue delivering outstanding customer service. By taking a...
What is COMMISHNR ? By now, you’ve heard a bit about Access Global Group’s newest app: Commishnr. It was created to streamline the commissions process while allowing users complete control over calculations. But if you’re still finding yourself with questions, here...
