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Transforming Insurance with Salesforce Marketing Cloud

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 an insurance carrier seeking to transition from Pardot and Sales Cloud to Salesforce Marketing Cloud.

Recognizing the need...

Posted on June 15, 2023

Salesforce Connections 2023 Insights

Trailblazers gathered in Chicago for Salesforce’s summer event, Connections. Ascend Technologies was front row. Let’s highlight CNX23 in just 3 minutes!

Salesforce Connections brought together marketers and customer-obsessed innovators for two full days of innovation and inspiration. This year at CNX23, Salesforce unveiled two generative AI solutions, Marketing GPT, and Commerce GPT (GPT stands...

Posted on June 13, 2023

Digital-First Banking Built with Automation

As digital-first customers demand more from their financial institutions, banks recognize that being all things to all users is impossible. In fact, 78% of banking customers initiate relationships on a website or app, driving the need for more banking automation. From personalized financial recommendations to instant customer support, evolving expectations are forcing banks and lenders to pivot...

Posted on June 12, 2023

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

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