SCHEDULE TRIGGERED FLOW TO SEND NOTIFICATION PART 2

This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can…

Lead nurturing Campaign for Prospects

Elevate your customer journey by implementing a targeted lead nurturing strategy designed to build meaningful relationships, guide prospects through the sales funnel, and ultimately foster conversions through personalized and engaging interactions. Let’s dive into some essential Lead nurturing Campaign for Prospects in Salesforce. II. Lead Prospects to Close and Retaining Campaigns: Guide prospects towards the…

Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

HOW TO MANAGE LEADS IN SALESFORCE PART II

Effectively managing leads in Salesforce involves a systematic approach to organize, track, and nurture potential borrowers throughout the sales cycle. In How to manage leads in Salesforce Part I – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we began by capturing and entering lead information into Salesforce, ensuring accurate data. In this article we…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

Technology in lending: Streamlining the loan process for borrowers and lenders

The American dream of homeownership has long been intertwined with a cumbersome process – lots of paperwork, lengthy timelines, and limited accessibility. But a digital revolution is sweeping the U.S. mortgage industry, empowering both homebuyers and lenders with innovative online tools that simplify the journey to homeownership. In this blog, let’s delve into how using…

HOW TO BUILD EINSTEIN BOTS IN SALESFORCE- PART 2

Salesforce Guided Setup flow for Chat set up involves several steps.It includes implementing Omni-Channel routing for chats, configuring the Chat Console, and integrating Embedded Service. This article is the second part of ‘how to build Einstein bots in Salesforce’. Check out our blog How to build Einstein Bots in Salesforce- Part 1 – Mortgage Banking…

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…

How to Set up Einstein lead scoring in Salesforce Sales Cloud

We covered the basics of Einstein lead scoring in Einstein lead Scoring in Salesforce Sales Cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will discuss how to Set up Einstein lead scoring in Salesforce Sales Cloud. Einstein Lead Scoring introduces a Lead Score field to leads, aiding loan officersin…