Category: Product
Salesforce Donations & Fundraising: Going Digital Do you need Salesforce forms to call for volunteers, raise funds, accept donations and manage the data collection process efficiently? Is your Nonprofit organization gaining the benefits of technology, or are you too afraid to take the digital leap? If not, it’s time you did! No red tape, no extra steps,…
Salesforce Survey Tools: All you Need to Know We all know that survey tools are vital for collecting product and customer feedback, but there is so much more to consider. Although primarily a CRM solution, Salesforce does offer a basic built-in online survey tool – Salesforce Surveys. It was later packaged into a new product called Salesforce…
Titan’s Customization for Insurance Allows for Paperless Technology The Insurance industry has been embracing digital processes and going paperless since before the 2020 pandemic, and many insurance companies have sped up their digital transformation to keep up with evolving technology. Customer service has gone up a few notches since insurance brokers have ditched manual paperwork. Embracing technology,…
Salesforce Survey: Why Salesforce Feedback Management? In August 2020, Salesforce rolled out Feedback Management which allows businesses to pull data from across the Salesforce platform to compile customer survey questions, create lifecycle maps and journey analytics, and automate feedback collection across channels. It was designed for businesses to conduct and manage customer feedback more professionally. Both Titan…
Comparing the Leading Document Generation Apps of 2024 Salesforce is committed to being your most powerful Customer Relationship Management platform. Engaging with customers and storing their data with Salesforce at your side has never been easier! Reach Business Goals with Generated Documents for Salesforce! Transform your business by propelling your Salesforce investment with generated documents. In this…
Why choose Salesforce Survey Capabilities? Salesforce’s success is measured by its customers’ success: “grow with the partner who puts your success above all else.” Is your customer feedback sitting in an Excel spreadsheet? Why not try surveys for Salesforce? Get more from customer feedback by integrating your surveys with Salesforce, which allows you to time your survey…
Why Salesforce? Whether you’re a start-up or a well-established business, every day presents a new opportunity to gain innovative insights to improve the way you connect with customers. If your business is using Salesforce, you already know about the benefits this #1 CRM tool offers. Consisting of a variety of cloud-based CRM applications, it was designed to…
As more businesses in every sector start embracing e-signature applications, we are pretty certain that you are also interested in updating your business processes to the new standards of the Tech industry. E-signatures could be an incredible upgrade and quick win for your business, especially if you are already a Salesforce customer. Continue reading to find out…
Comparing the Top Candidates for Document Generation Salesforce is the market’s leading Customer Relationship Management (CRM) platform. This announcement is no surprise because Salesforce is known for delivering a brilliant work platform to manage and interact with customers. We can all agree that a genuine interest in CRM propels business growth, and therefore choosing Salesforce to manage…
Comparing the Top Front-Runners for Salesforce Document Generation Salesforce is your virtual office, so take advantage of customizing your documents with one of these top front-runner applications for document generation in the industry. In this article, we take a look at two applications used for document generation with Salesforce and get you up to speed on why…