Category: Solutions
How much of your valuable time and energy goes into signing documents? And where does the data get stored? Sometimes it might feel like you are signing your life away, but there is no getting around the fact that all important business decisions, applications, or claims usually require a signature of some kind. Between wanting to skip…
Sertifi Electronic Signature for Greater Performance and Efficiency The COVID 19 pandemic has taught us to live simpler and smarter. During the pandemic we all worked remotely, we could access all sorts of data right from our laptops and smartphones never having to leave our homes. So, in this digital age, why would you be printing out…
Who is Salesforce? Before we look at Salesforce Survey tools, let’s answer the question: “Who is Salesforce”? Salesforce makes easy-to-use, cloud-based business applications that assist you in engaging with your customers and more. It is the world’s number one CRM platform, allowing businesses to increase sales with innovative marketing, all whilst keeping the customer satisfied and…
Why do you need Salesforce Document Generation? Picture any of the documents that a university sends out, such as application status letters, monthly statements, and more. Each document will contain student-specific information, which you can easily plug into the pre-designed template, importing different sets of data and automatically generating the required document, meaning you save loads of…
Why Salesforce Document Generation? Are you tired of creating documents on word, and manually submitting them via email? Wondering how your organization can benefit from document generation in Salesforce? Human error costs you not only on time but money! Automatically transform your data in Salesforce into documents with the use of powerful document generation tools. Here’s what…
Salesforce Document Generation Meaning? The Salesforce document generation world is fast becoming popular amongst organizations that want to stay on top of their game, especially regarding the automation of critical documents. Content generated by organizations — including banks and law firms — typically contains both static and dynamic data. By introducing document generation for Salesforce, which enables…
Education Cloud Salesforce – Your Door to the Future ״The direction in which education starts a man will determine his future life״ Plato What is K-12 Education System? The K-12 education system stands for ‘from kindergarten to 12th grade’. Essentially Salesforce K-12 is an elementary school (Grades K–5), middle school (Grades 6–8), and high school (Grades 9–12)….
Salesforce Survey Tools: The Low-Down Surveys are the way to go if you want honest feedback from your customers or employees. Getting feedback from surveys can be used to either identify areas of opportunity to improve or to celebrate the successes of your business. Before you begin, you need to determine what you want to know. You…
Manage Customer Relationships with Surveys Often, when a customer or an employee has had a negative experience, they are quick to post it on social media, creating a bad image for your business. So, how do you turn negative experiences into positive ones? How can you prevent bad experiences from happening in the future? So many questions…
Are you a financial organization looking to streamline and modernize your business? Do you want to strengthen and grow your company with flexible and efficient solutions? All this is possible, and more, when you choose Salesforce for the financial services industry. With the world’s #1 CRM, you can customize experiences for your clients, deepen relationships, and centralize…