Becoming Customer Centric

Becoming Customer Centric

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 ?

What is COMMISHNR ?

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...
Using Cloud Technology to Promote Innovation

Using Cloud Technology to Promote Innovation

Using Cloud Technology to Promote Innovation The past year and a half has shown us that digital transformation was a necessity for businesses to persevere through a global pandemic. But now, as businesses continue to push forward, leveraging digital technology can be...
When to Implement Salesforce?

When to Implement Salesforce?

When to Implement Salesforce ? There is no greater time to implement Salesforce than now, but it’s particularly important if your company is facing the following challenges: – Difficulty tracking and managing leads- Relying on time consuming manual data entries-...
Invest in Your Success

Invest in Your Success

Invest in Your Success Digital transformation can be vastly beneficial for your organization, and having a skilled consultant by your side can help guide your team through the most critical stages of a Salesforce implementation process, ensuring that your system is...
Top 5 Benefits of Having a Salesforce Partner

Top 5 Benefits of Having a Salesforce Partner

Top 5 Benefits of Having a Salesforce Partner Switching over to Salesforce can have an abundance of benefits for your organization. However, a proper implementation requires 100% of your attention which can become increasingly challenging as you try to balance...
Services
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Implementation
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Optimization
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Integration
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Managed Services
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AI & Data
APPEXCHANGE PRODUCTS
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Access Commissions
Customized commission plans to best suit organizational goals
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Access QuickBooks
The seamless connection between Salesforce and QuickBooks
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Access Docs
Premier document generation tool for streamlining work processes
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Access Payments
Complete control over processing payments in Salesforce

Industries

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Banking
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Insurance
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Mortgage & Lending
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Wealth Management
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Public Sector
PRODUCT EXPERTISE
Financial Services Cloud
Sales Cloud
Marketing Cloud
Experience Cloud
Data Cloud
Service Cloud
Tableau
Lightning
Einstein AI
Mulesoft
Pardot
Commerce Cloud

Resources

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Blog
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Customer Stories
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Datasheets
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Demos
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Webinars

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About Us
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