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 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.
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.
The Truth Behind Salesforce Consultants
Similarly to the confusion that plagued the Friends crew on what exactly Chandler Bing did for a living, there are some misconceptions about what Salesforce consultants do as well
Securing Success: Compliance and Security in Insurance Sales with Salesforce
For insurers, maintaining compliance and ensuring security is paramount. The industry operates within a complex regulatory framework, with stringent requirements aimed at protecting
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
All Summit Blog Posts
The Power of Partnerships: How to Earn More Money as a Salesforce AE
The Power of Partnerships: How to Earn More Money as a Salesforce AEJenna Trott 5 min read | MARCH...
FREE Salesforce Training: Become a Salesforce Pathfinder
FREE Salesforce Training: Become a Salesforce PathfinderJenna Trott 5 min read | MARCH 23rdThe Salesforce...
AGG Recap: Salesforce World Tour Special
AGG Recap: Salesforce World Tour Special Jenna Trott 5 min read | MARCH 9thSalesforce recently celebrated...
StandwithUkraine
#StandwithUkraineJenna Trott 5 min read | MARCH 7thThe devastation and senseless acts of violence against...
Access Global Group + Westminster American Insurance Company
Access Global Group + Westminster American Insurance CompanyThere are many reasons why a company may decide...
Salesforce Apps That Are a Must in 2022
Salesforce Apps That Are a Must in 2022Jenna Trott 5 min read | February 24thAs we close out the first...
Getting to Know | John Hall
Getting to Know Access Global Group’s Marketing Manager | John HallWhat makes Access Global Group so great?...
2021’s Top 10 Thought Leaders to Follow in 2022
2021's Top 10 Thought Leaders To Follow in 2022You may be asking yourself, what are “Thought Leaders?”...
What is Access Commissions ?
What is Access Commissions ?By now, you’ve heard a bit about Access Global Group’s newest app: Access...
Calyx Point and Salesforce
Calyx Point and SalesforceIn an age where technology continues to accelerate, it’s critical to keep an eye...
Hard Work Made Simple with Access QuickBooks
Hard Work Made Simple with Access QuickBooksHow often do you find yourself sitting at your desk wasting time...
Hard Work Made Simple
Hard Work Made SimpleHow often do you find yourself overwhelmed with work processes that are repetitive and...
