Access Global Group Summit Consulting Blog
The latest Salesforce news, product updates, tips and how to guides. Presented by your Salesforce Summit Consulting Partner experts, Access Global Group.
Featured Blog Posts
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
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
Will AI Replace Insurance Call Center Agents?
The rapid emergence of AI across industries has quickly proven its immense value as a powerful asset in alleviating employee workloads with unparalleled precision. Specifically within
Bridging the Divide: How Salesforce Consultants Fill Gaps in the Insurance Industry
In today’s tech-driven, hyper-competitive world, time is more precious than ever. Insurance customers, like individuals across all industries, have little patience for cumbersome technology
Future-Proofing Your Salesforce: Everything Financial Service Providers Need to Know in 2024
Financial institutions, whether they’re banks, credit unions, insurance companies, investment firms, or other entities, are entrusted with a multitude of
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Strategize at The Speed of Light: Salesforce Managed Services?
Managed Services is no longer just a “nice to have” component; it’s the secret weapon to keep your business needs to stay ahead of the game.
What Does a Salesforce Consultant Do?
We delve into the world of Salesforce consulting and demystify the intricacies of their expertise, unveiling the profound impact they have on businesses across
Decoding Generative AI: A Comprehensive Glossary for Business Executives
AI is taking the world by storm in a big way, with Salesforce seemingly leading the revolution. Check out the AI Glossary for business executives.
Attention Financial Service Companies: Will Your Salesforce Instance Still Work in 2024?
Salesforce is not merely a piece of software; it is the central nervous system of customer relationship management. We dive into how to maintain it.
Accelerate Business with Free Data Cloud & Tableau Licenses from Salesforce
We explore when you can get your hands on this fantastic offer, how to claim it, and the ways it can supercharge your business growth and ROI.
AI Insights: 3 Expert Tips for Harnessing Your AI Power
We dive into how Salesforce offers us three invaluable tips to help guide AI users along this journey of transformation.
Tech Investment Trends in Insurance: Priorities for 2024 and Beyond
We’ll be exploring what insurers are investing in, why, and why these choices may not be the best option for long-term, sustainable growth.
Salesforce’s AI Roadmap: 10 Sessions You Won’t Want to Miss
Salesforce’s AI Roadmap: 10 Sessions You Won’t Want to MissJenna Trott | SEPTEMBER 8, 2023 | 5 Minute...
Exploring 5 Ways AI Empowers Financial Advisors, and the Game-Changing Impact of Salesforce’s Einstein GPT
Exploring 5 Ways AI Empowers Financial Advisors, and the Game-Changing Impact of Salesforce’s Einstein...
Power Duo: How LPL Financial And Salesforce Unlock Customer 360
Power Duo: How LPL Financial And Salesforce Unlock Customer 360Jenna Trott | August 29, 2023 | 5 Minute...
Trailblazing with Applied Epic and Salesforce: One Insurer’s Story of Success
Trailblazing with Applied Epic and Salesforce: One Insurer’s Story of SuccessJenna Trott | August 26,...
Mastering Efficiency: How EZLynx and Salesforce Integration Reshapes Insurance Agency Success
Mastering Efficiency: How EZLynx and Salesforce Integration Reshapes Insurance Agency SuccessJenna Trott | ...