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 ...
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 ...
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!
It’s almost that time of year again! Salesforce Winter '24 Release has officially kicked off and goes live September 23-27, 2023. At Dreamforce in mid-September, Salesforce product managers will demo their favorite new features for admins and developers.
Experience the magic of Dreamforce as it takes over San Francisco from September 12-14th! Howard Street, between 3rd and 4th Streets, will transform into Salesforce Dreamforce National Park to welcome 180,000+ attendees for Dreamforce 2023. Get ready for three days of ...
Salesforce, a trailblazer in the technology industry, has set the stage for a new era of artificial intelligence (AI) with the introduction of Salesforce AI. With a decade-long commitment to AI innovation, Salesforce has established itself as a driving force in harnessing ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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. ...
