9 Benefits of Using Salesforce as the CRM for your P2P Loan Software
Nowadays, more and more people are choosing to apply for a loan from Alternative Lending companies over traditional lending like banks or credit unions. The reasons are not only for their low or sometimes noncredit scores requirements but also due to their fast approval time. This is the case for Peer to Peer lending companies. […]
Jul 27, 2022
Top 3 CRM Trends for 2022
The CRM system is constantly evolving and new trends are coming up that will help businesses connect with customers in a more personalized way. In this article, we will expand a little more about these new CRM trends expected to come this 2022 and how they would impact customers’ experience as we know it.
Jan 13, 2022
FinPay to Salesforce | Get 360° view of patients’ records while providing a better pre-care patient solution.
Increase your team’s productivity and get a complete 360-degree view of your patient’s record and status by integrating this platform with the world’s #1 and always up to date cloud-based CRM system – Salesforce. Find more about this integration here!
Dec 27, 2021
Sunwave EMR to Salesforce Integration | Keep a patient-centric program lifecycle while staying compliant with auditing regulations.
Integrating Sunwave to Salesforce is an excellent option if you are looking to customize your EMR to your company’s needs with all the functionalities the CRM has to offer. Manage the entire admission process from lead to collections with real-time data in one unified system.
Nov 29, 2021
Why KIPU Salesforce Integration is your best choice to help improve your patients’ treatment!
Everyday more behavioral health and addiction treatment centers choose KIPU Health Salesforce Integration as their electronic medical record software and CRM (Customer Relationship Management) to manage occupancy, medications, therapy sessions and facilitate their workflow. Learn how you can benefit from this integration!
Nov 15, 2021
Cvent Software to Salesforce Integration – A 2022 Guide
Cvent Software integration to Salesforce facilitates your team end-to-end access to the complete Cvent events cycle, all in Salesforce, without needing to log in to your Cvent accounts. Do you want to know about more benefits and what steps to follow to integrate these two systems? Keep on reading below!
Nov 01, 2021
Gmail Integration to Salesforce– An easy step by step guide
If you are looking to increase your productivity, automate processes, and keep a better record of all email correspondence your company has with clients or potential customers, in that case, this Gmail integration is the one for you. Please keep reading for a step-by-step guide on how to do it yourself!
Oct 18, 2021