<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1703665079923990&amp;ev=PageView&amp;noscript=1">

BLOG

vshape_NewWhite

Ascend Blog listing page

Salesforce Optimization: Improving Manufacturing Processes

In today's dynamic business landscape, countless companies are unknowingly leaving a goldmine of untapped potential within their Salesforce platforms. Is your organization one of them? Imagine the possibilities and growth opportunities awaiting you once you harness the full capabilities of Salesforce tailored specifically to your industry.Salesforce, a leading customer relationship management...

Posted on May 25, 2023

6 Benefits of Salesforce Financial Services Cloud

Are you looking for a powerful platform that can help you enhance your customer experience, streamline your processes, and gain insights into your business operations? Look no further than Salesforce Financial Services Cloud. Designed for businesses of all sizes and industries, Salesforce Financial Services Cloud is a comprehensive solution that can help you manage your customer relationships,...

Posted on April 19, 2023

How to Simplify Salesforce Validation Rules

Creating efficient formulas can be an effective way to customize your Salesforce org. If you’re an expert in the field, you know that sometimes getting the formula right is the easy part. The challenge, however, can be found months down the road when you’re trying to understand how, and if, the formula works the way you think it does. 

Not only does your formula have to work, but ideally, it's...

Posted on February 27, 2023

Two Quick Tips for Better Salesforce Validation Rules

Validation rules are an important tool in a Salesforce admin’s toolbox to help ensure your precious data stays as clean as possible. Validation rules can be difficult to wrap your head around, but this article provides some tips that may make using this important functionality a little easier.

Posted on January 12, 2023

How to Create a Salesforce Report Using a Cross Filter

Salesforce reporting has some amazing capabilities. With just a few clicks we can see our key accounts with open opportunities, our leads with upcoming activities due, and our contacts with recent call logs. These are all-inclusive asks and can be run fairly intuitively. But, sometimes we’re looking for what’s NOT there – and for this, knowing how to make use of cross filters in Salesforce...

Posted on January 03, 2023

Salesforce Consulting Case Study: The Stelter Company

Posted on June 30, 2021

Salesforce Consulting Case Study: GreatAmerica Financial Services

Posted on June 30, 2021

Salesforce Consulting: Wenger Case Study

Posted on June 30, 2021

Salesforce Consulting Case Study: Ronald McDonald House

Posted on June 30, 2021

Salesforce Consulting Case Study: Holmes Murphy

Posted on June 30, 2021

Salesforce Consulting Case Study: Guthrie County State Bank

Posted on June 30, 2021

Salesforce Consulting Case Study: The Technology Association of Iowa

Posted on June 30, 2021

Salesforce Consulting Case Study: BH Management Services

Posted on June 30, 2021

Insurance Carriers: Answering Sales and Service-Related Questions with Ease Using Salesforce

Whether your products are going to market via agents, brokers, or IMOs, finding a way to directly answer questions for the Distribution Partners who sell for you will advance user experience, leaving more room for success. Our Salesforce Consulting team has helped many organizations like yours achieve this goal, and have found that there are four common needs that Insurance Carriers look to...

Posted on June 10, 2021

Tagged Salesforce

Insurance Carriers: Keeping Products Top-of-Mind for your Distribution Partners with Salesforce

Whether your products are going to market via agents, brokers, or IMOs, enabling your distribution partners through relationship-building and product visibility can be vital for sales success.

 

Our Salesforce Consulting team has helped many organizations like yours achieve these goals, and have found that there are four common needs that Insurance Carriers look to Salesforce to solve:

Posted on May 27, 2021

Tagged Salesforce

Sign Up for Monthly Updates

TOP ARTICLES:

QUESTIONS?