Knowledge Base Category: Industry
Are you looking to streamline your accreditation process? You may have a PDF procedure, that needs data to be pushed to Salesforce automatically rather than manually entered? Well, this is what our client from the higher education industry wanted. If you can relate or want to find out more, keep reading! You can also watch the YouTube…
Accurate documentation including records and applications is the lifeblood of any effective financial services institution. And when customers approach financial services organizations, they are hoping for swift and speedy service as well as to be taken care of. Handling financial applications in a transparent, trustworthy, and efficient way is crucial to showing customers that you care about…
Are you looking to streamline your application process for academic programs in Salesforce? If so, this article is for you! Keep reading to explore a use case from Titan, where we helped a client in the education industry optimize its student application process for Salesforce. If you prefer to watch the video on higher education solutions, check…
Have you ever wanted to build an event registration form that allows customers to buy tickets or make donations with all data captured in Salesforce? If you answered yes, then this article is for you! We also have the video below if you prefer to watch Amit Midha explain the use case with quick demos of how event…
Are you getting the most out of your Salesforce Health Cloud? We know that it is a premium platform with tools that support digital experiences for healthcare providers and patients. It can easily speed up processes for managing and interacting with patients. For example, one of the key features of Health Cloud Salesforce is that it manages…
Successful businesses use intake health forms to direct their clients to a specific service or product they need. These documents exist as countless medical form templates and are used in companies to streamline workflow processes in the onboarding phase! Medical Innovation: Consider client intake forms? Client intake forms consist of various questions related to a client’s requirements….
Knowledge Centers are an excellent digital solution to improve productivity within your business. How can you make this happen for your teams? Does this sound like what your business needs? Then keep reading as Titan shares a use case from a law firm that created a website with absolutely no code to pull articles from Salesforce directly…
Documents, forms, surveys, or any web project that is not HIPAA (Health Insurance Portability and Accountability Act) compliant and encrypted may not be an appropriate place to have interaction of sensitive data as it runs a high risk of tarnishing an organization’s reputation in the event of a data breach. If you must be Salesforce HIPAA compliant…
Stand out amongst your competitors with a dynamic website that is 100% integrated into Salesforce. Titan can help your insurance company showcase all your policies and connect with your valuable customers. Grow your business in the insurance sector by managing your leads effectively with Titan. Want to know how to achieve this in Salesforce? Follow our article…
Toward a Better Future in the Salesforce Financial Services Cloud For over 30 years, our client, a well-established Banking institution, has prided itself in building lasting relationships with its customers. But with digital transformation evolving, the Board of Directors had to rethink how the Bank conducted business. The Chief Technology Officer realized that the Bank had to…
