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
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 2021 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
CollaborateMD to Salesforce Integration| Learn how to track the admission record better while getting end-to-end visibility of the complete process!
Cloudsquare, an up-and-coming Salesforce SI and ISV Partner, managed the integration of CollaborateMD, the cloud-based practice management and medical billing platform, with the leader in CRM solutions, Salesforce. Now, your company can improve efficiency in your front office, simplify the back-office’s billing process and track the admission records back into Salesforce for complete visualization of the whole sales process.
Oct 04, 2021
Plaid to Salesforce Integration | Help your company get real time banking data in Salesforce while making the best-informed underwriting decisions
Cloudsquare, a recognized Salesforce Partner for FinServ, partnered with Plaid to bring their newest product called Plaid Hero, a Plaid to Salesforce Integration and finance management app that allows companies servicing the Financial Services (FinServ) sector to analyze critical financial data on their customers in one central place. Learn more!
Sep 22, 2021
How can your company benefit from integrating Thomson Reuters CLEAR to Salesforce?
Recently, Cloudsquare, a Salesforce Implementation Partner, accomplished an EXCLUSIVE partnership with Thomson Reuters to develop an even more convenient way for businesses to access CLEAR data. If your company uses Salesforce, you can now integrate CLEAR to work with your existing Salesforce environment.
Aug 30, 2021