Imagine you own a mobile handset company that runs its business on a CRM and the CRM does this for you: Your Leads were scored automatically letting you know the right fit with whom you can potentially start doing business. The next steps that need to be taken to nurture a Lead were suggested automatically. Cases were routed to the right agents automatically. You were automatically given suggestions for the best set of configurations for the phone that your company will be releasing next year. Yes, the word “automatically” was there in every use case and it was there for

All this while, when you think of the term ‘financial advisor’, you get this picture of a man in his mid-50s carrying a briefcase with files and papers of client details, notepads and pens. A major percentage of their time is spent in referring through papers for client history, taking down points and making notes before preparing for the client meeting. The world is changing with the rapid changes in technology; and the need of the hour is to revolutionize financial services. With an estimated $2 trillion expected to be transferred between generations in the next 5 years (according to

Yet another blog post on Sales Cloud? I know those words hit you right on the face when you saw the heading of the blog post. Well, that’s not the fact. Let us look at Sales Cloud from a different perspective! Imagine what a business would do if the Sales Cloud never existed. We all know that “CRM is an inevitable tool for any organization or institution or establishment that sells services, solutions or products to end users or customers” So let us take an example of a business that we see everyday- an electronics retail shop! The shop operates

Field Service Lightning is a tool that has been developed on the customer service platform from Salesforce, one of the world’s leading CRM companies. It is a tool from Service Cloud that enables companies to deliver mobile intelligent customer service from phone to field.Before Lightning was introduced, calls that came into the customer service were processed in Service Cloud. Even though the sales team could access the customer records, there was no easy way to connect with people on the field. To close this gap, Salesforce came up with a modern approach to field service that is built for mobile