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Blog Category // Salesforce

Insurance Carrier Thrives with Agent Portal

Maintaining consistent data and efficient processes is crucial for growth and success in the financial services space. Our client, a privately owned insurance carrier offering life insurance, annuity, retirement-planning, and portfolio-management solutions, faced ...

Salesforce Summer '24 Release

It’s time for the Summer '24 Salesforce Release to make its debut! Packed with game-changing updates, this release promises to take your Salesforce experience to new heights. Join us as we unveil our top 5 favorite features that are set to make waves this season. Let's dive ...

Salesforce Connections 2024 Insights

Trailblazers took over Chicago for Salesforce Connections 2024. Ascend Technologies had a blast making new connections, and networking with marketers and innovators, plus we hosted a happy hour reception after Day 1! Let’s dive into the TL;DR version of Connections 2024 ...

Manufacturer Delivers on Customer Service Experience with Salesforce Service Cloud

Delivering exceptional customer service is critical for manufacturers across the globe. At Ascend Technologies, we specialize in helping these organizations elevate their customer service functions using Salesforce Service Cloud. Today, we're excited to share the success ...

What is Salesforce Data Cloud?

Creating meaningful customer relationships is paramount for any organization’s success. That’s where Salesforce Data Cloud comes into play. This game-changing platform is designed to unify and leverage company and customer data across every touchpoint in the customer ...

Transportation Company Enhances Customer Experience

At Ascend Technologies, we're thrilled to spotlight the success story of a transportation company specializing in final-mile delivery logistics solutions. Partnering together, we enabled a direct line of communication between our client and their customers.

Salesforce Spring '24 Release

With the arrival of the spring season comes the much-anticipated Spring '24 Salesforce Release. Packed with exciting new features and enhancements, this release promises to elevate your Salesforce experience. Join us as we reveal our top 5 favorite features that stand out ...

Is Salesforce Shield a Necessity?

Organizations are facing a crucial question: Is classic encryption (included with Salesforce base licenses) enough to protect sensitive data or do I need Salesforce Shield? Consider this blog your ultimate guide to unraveling the difference between classic encryption and ...

Salesforce Client Success Story: Koltin Consulting Group, Inc.

About Koltin Consulting Group, Inc. Koltin Consulting Group, Inc. (KCG) is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers & ...

Transportation Tech Company Streamlines Sales Process

Salesforce Client Success Story: Hirsh Industries LLC

Salesforce CRM: Boosting Sales and Productivity

Salesforce solutions have emerged as a game-changer in the realm of customer relationship management (CRM), reshaping the way businesses handle their sales processes. This all-encompassing platform boasts a plethora of functionalities, making it an essential asset for sales ...

Ascend Supports Future Innovation with FSC Migration

In an era where innovation drives the financial industry forward, a Midwest credit union recognized the need to modernize its operations. To adapt to the changing landscape of the financial industry, they partnered with Ascend to choose Salesforce Financial Services Cloud ...

Revolutionizing Efficiency with Financial Services Cloud

In the dynamic world of insurance, one innovative insurance brokerage decided to rewrite the rulebook. Faced with challenges that jeopardized efficiency and growth, this forward-thinking organization embarked on a transformative journey. Their mission? To not only resolve ...

Dreamforce 2023 Rewind

Ascend Technologies embodied the AI event of the year atDreamforce 2023 for an inspirational week of Data + AI + CRM + Trust. Dreamforce was packed full of innovation, learning, and fun!