Logo-Small-Agg

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

Staff Spotlight Series: John Hall

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.

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.

read more
Modernizing the Insurance Tech Stack:  Connecting Guidewire, Salesforce, and Tungsten Automation

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.

read more
Agentforce FAQ: Straight Answers, Smarter Agents

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.

read more

All Summit Blog Posts

Staff Spotlight Series: Suhith Baddam

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.

read more
AI’s Achilles’ Heel: How Too Much Data Weakens Agentforce

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.

read more
From Advocacy to Action: Kara Hughes Dedication to the Leukemia & Lymphoma Society

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.

read more
Digital Governance Decoded: Public Sector Solutions vs. Standard Salesforce

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

read more
Staff Spotlight Series: Mohit Kumar

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.

read more
Maximizing Cross-Selling in Financial Services with Agentforce and AI-Driven Insights

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.

read more
The Future of Financial Relationships: Agentforce & AI in Client Retention

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.

read more
Seventeen Years of Innovation: Celebrating Access Global Group’s Journey

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,

read more
Staff Spotlight Series: Durgesh Kumar

Staff Spotlight Series: Durgesh Kumar

Behind every successful digital transformation at Access Global Group (AGG) is a team of dedicated professionals who bring expertise, creativity, and an unwavering commitment to excellence. This month, we’re proud to spotlight Durgesh Kumar, a key architect of some of our most impactful digital solutions. Since joining AGG in May 2021, Durgesh has exemplified a commitment to excellence in technology consulting

read more
Kesem: Empowering Children Through Compassion and Community

Kesem: Empowering Children Through Compassion and Community

For most, childhood is a time filled with laughter, sleepovers, and skinned knees; a time when the biggest worry is often whether or not you’ll get a good grade on that upcoming math test. But for others, childhood becomes a journey where young hearts must shoulder one of life’s heaviest burdens: a parent’s cancer diagnosis. In this landscape of uncertainty emerges Kesem, a touchstone of hope and healing for children navigating the turbulent waters of a parent’s cancer journey.

read more

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.