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

Access Global Group Announces Strategic Investment from Rockbridge Growth Equity
Access Global Group becomes the inaugural portfolio company under Rockbridge’s new FormativGroup platform, reinforcing its commitment to Salesforce innovation for the middle market.
Access Global Group Announces Strategic Investment from Rockbridge Growth Equity
Access Global Group becomes the inaugural portfolio company under Rockbridge’s new FormativGroup platform, reinforcing its commitment to Salesforce innovation for the middle market.
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 However, the adoption of government tech solutions has been slow, hindered by fragmented systems, outdated infrastructure, complex compliance requirements, security concerns, and tight budgets.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
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.
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.
All Summit Blog Posts
How Salesforce Consultants Fill Gaps in the Insurance Industry.
In today’s fast-paced, technology-driven world, time is more precious than ever. Insurance customers, like consumers across all industries, expect intuitive technology, immediate answers, and seamless interactions. The days of long wait times, fragmented systems, and disjointed customer experiences are over. With the rise of AI, data-driven tools, and rapid market evolution, insurers must adopt customer-centric strategies to stay competitive and future
Connecting Care: How Salesforce Transformed Massachusetts Health
Working within the public sector can often feel like a delicate balancing act atop a highwire–especially when it comes to the intricacies of digital transformation. These organizations are met with unique pressures not faced by private sector organizations: they must provide high-quality services to residents while operating within tight budget constraints, navigate isolated systems, and adhere to strict compliance requirements. The MassHealth team found themselves
Top 5 Salesforce Certifications for Beginners
Salesforce continues to dominate as one of the most sought-after skill sets globally, with over 72,000 employees worldwide and millions more throughout the Salesforce ecosystem. Serving as the engine of innovation, AI is projected to drive Salesforce to record-breaking heights in the coming years. An IDC research report reveals that job growth is at an all-time high with the projection that over 11.6 million will be created during the 2022-2028 period
Stay off Astro’s Naughty List: MVP Salesforce Stories of Christmases Past
The snow is falling, bells are jingling, and Astro is making his list and checking it twice. But while most are dreaming of sugarplums and perfectly wrapped presents, some Salesforce professionals are still haunted by the ghosts of implementations past. This holiday season, we’re sharing cautionary tales from the naughty list – because sometimes the best gift you can give yourself is learning from others’ mistakes. Grab your hot cocoa and settle in as
Sleigh the Seasonal Slowdown: Maximize Productivity with These Salesforce Hacks
The final weeks between December and January often leave businesses stuck in slow motion. The office treats are gone, the gift exchanges are over, and now we’re all just watching the calendar wind down. Emails pile up unanswered, meetings get rescheduled endlessly, and most calls land in voicemail purgatory. But who says productivity has to wait for January? Instead of coasting through these final days of 2024
Forging Faster Futures: Salesforce Managed Services for the Public Sector
For decades, government agencies have taken careful steps toward modernization, primarily focusing on optimizing existing processes – digitizing paper forms, moving services online, and streamlining workflows. While these incremental improvements have yielded benefits, they represent digital optimization rather than true transformation. It’s like upgrading from a flip phone to a smartphone but only using it to make calls
Cutting Churn Costs with Agentforce: A New Era for Insurance Retention
We’ve all heard the saying “prevention is better than cure.” But for the world of insurance, they’re still largely operating in reaction mode when it comes to client retention. While the insurance industry has gradually evolved with the adoption of customer relationship management (CRM) tools, data analytics, and AI-driven insights, many companies are still playing catch-up in terms of leveraging these technologies effectively to anticipate and prevent churn before it happens.
GRACE in Grapevine: A Shared Mission of Hope and Transformation
In the heart of Grapevine, Texas, a powerful story of community transformation has been unfolding for over three decades. What began in 1987 as a grassroots
From Local Hands to Global Impact: How Kids Against Hunger Transforms Communities
In a world where hunger continues to cast a long shadow over millions of lives, Kids Against Hunger emerges as a powerful force of hope and compassion.
Beating the Holiday Slump: Salesforce Productivity Tips for the Festive Season
Feeling like your motivation isn’t ring-ting-tingling as it should? The holiday season is in full swing—a festive period that comes with family gatherings, celebrations
Redefining Member Support: Anthem’s Success Story with Service Cloud
No one plans for life’s surprises–whether it’s a sudden injury or a loved one falling ill. But when these unexpected moments happen, the last thing anyone wants
Strategic Partnership with Azure Cloud Computing
As a certified Azure cloud partner, Access Global Group is deeply committed to empowering our clients through tailored, innovative cloud solutions.