AI isn’t just a buzzword—it’s a transformative tool that’s revolutionizing the way businesses close deals and engage with customers. For sales teams, translating raw data into real-time, actionable insights can be a challenge. Salesforce’s Einstein AI, integrated within ...
For FinTech companies managing high-stakes mortgage and lending data, access to accurate, comprehensive customer insights is essential. Our client, a leading provider of cloud-based lending and mortgage servicing solutions, manages over $2 trillion in mortgages on their ...
It may seem too soon to talk about winter, but with the Winter '25 Salesforce release arriving early, it's the perfect time to start planning for the season ahead. This release is packed with powerful new features that are set to transform your Salesforce experience long ...
Navigating the road to success requires more than just speed—it demands precision and agility. For an industry leader in developing and marketing vehicle service contracts, managing complex sales processes and tracking performance was becoming a challenging ride. Despite ...
For over four decades, a Maryland-based RV dealer has been a trusted name in the camping community, helping over 34,000 families find their perfect RV. However, as their business grew, so did the complexity of managing their inventory and sales processes. Partnering with ...
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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 & ...
