Managing leads and opportunities in the pipeline is a crucial aspect of the financial services industry. However, banks often encounter challenges such as the lack of a comprehensive 360-degree view of their customers, inadequate processes for managing client relationships, ...
In today's technology-centered environment, it's essential to have a robust and efficient marketing strategy to stay ahead of the curve. Insurance carriers are no exception to this rule. To reduce costs and consolidate services, Ascend was approached by Salesforce to assist ...
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 ...