Revenue Intelligence in Salesforce Sales cloud

Revenue intelligence integrates diverse facets of the sales process, spanning sales analytics, customer analytics, pipeline inspection, price optimization, and market intelligence. Through harnessing data from various channels like CRM systems, sales pipelines, customer interactions, and external market sources, this strategic tool empowers businesses to make well-informed decisions. The aim is to not only boost revenue…

Overview of Einstein Recommendation Builder

Einstein Recommendation Builder revolutionizes tailored recommendations for customers. With Einstein Recommendation Builder, you can generate personalized recommendations by utilizing standard or custom Salesforce objects. This article presents an overview of Einstein Recommendation Builder. This feature is Available in Enterprise, Performance and Unlimited editions. The intelligent recommendations provided by Einstein Recommendation Builder includes the following: Supported…

How to create and manage Forecasts Quotas in Salesforce

A forecast quota represents the monthly or quarterly sales target allocated to an individual sales team member or a specific territory. The manager’s quota is the cumulative goal for both the manager and the team to achieve collaboratively. Users and managers manually consolidate quota data through a process known as quota rollup, where either revenue…

Einstein1 Sales: Elevating Sales with AI-Powered Efficiency

Einstein 1 Sales is a comprehensive, all-in-one platform designed to streamline and enhance the operations of sales organizations within companies. This robust system is founded on a solid data infrastructure and incorporates cutting-edge artificial intelligence capabilities. This article discusses about Einstein1 Sales: Elevating Sales with AI-Powered Efficiency. Major features of Einstein 1 Sales We already…

Einstein 1 : Transforming Salesforce with AI-Powered Solutions

Salesforce announced Einstein 1, the trusted generative AI platform which is an enhanced version of Einstein AI. Eintsein1 platform connects Salesforce Data cloud and Einstein AI capabilities, all built upon the company’s robust metadata framework. This platform empowers companies to securely connect diverse data sources and construct AI-powered applications with minimal coding effort, ultimately delivering…

Technology Partner Selection for Mortgage Banks and Lenders

Choosing the right technology partner is a crucial decision for mortgage banks and lenders that can significantly impact operational efficiency, streamlines operations, and borrower satisfaction. To facilitate an informed decision-making process, the following essential technical considerations has to be factored in for ideal technology partner selection for mortgage banks and lenders. Define Business Objectives and…

Enhancing Borrower Experience with AI Chatbots

The integration of Artificial Intelligence (AI) chatbots in mortgage services is a technology trend which is gaining momentum in recent times. These intelligent virtual assistants are revolutionizing the way borrowers interact with lenders, providing personalized assistance, and simplifying the mortgage application process and thereby enhancing borrower experience with AI chatbots. AI chatbots are advanced virtual…

Introduction to Data Modeling in Mortgage Industry

In today’s era of digital mortgages, data modeling is essential for driving transparent analytics and streamlining the entire mortgage process. Data modeling in mortgage industry can provide a seamless experience for borrowers and lenders by optimizing workflows and ensuring compliance with regulations. Data Models in Mortgage Industry Statistical data models find applications within Mortgage Industry…

Lead Dashboard with CRM Analytics

In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data.   The dashboard basically contains four widgets representing four different information out…