How to create Prompts in Salesforce Lightning-Part 2

In How to create Prompts in Salesforce Lightning-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we learned how to create a floating prompt in Salesforce Lightning. In this article, we will discuss how to create a targeted prompt, docked prompt and walkthrough in Salesforce. Targeted Prompt Targeted prompts offer the same advantages…

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…

Overview of Flow Orchestration in Salesforce

Flow Orchestration is used to combine multiple automated process into a single workflow. This is used when a business process requires collaboration between multiple teams. It joins multiple flows and maps how each flow interacts with one another. Each flow will be turned into a step and organized into stages. This article presents an overview…

Optimizing Sales through Collaborative Forecasts in Salesforce

Collaborative Forecasts in Salesforce enable effective sales management by projecting and planning sales cycles from pipeline to closed deals. This article describes Optimizing Sales through Collaborative Forecasts in Salesforce. How to implement Collaborative Forecasts Beginning in Winter ’24, Collaborative Forecasts are automatically enabled with default settings. For organizations created before Winter ’24, manual activation of…

Overview of Salesforce CMS

CMS stands for Content Management System. Salesforce CMS is a hybrid CMS that helps you easily create and deliver content to any channel or device. Salesforce CMS workspaces can be used to create and manage your content to be published in Experience cloud sites. Workspaces also help limit access to the content. We can add…

Customer Data Platform for Mortgage Marketing

Identifying the right Customer Data Platform for Mortgage Marketing

As the borrower expectations sore, Mortgage industry still lags behind other fin-tech industries in employing individualized marketing. Poorly integrated systems and databases, lack of data unification are some of the challenges mortgage marketers face in implementing personalized marketing automation. It is in this scenario that a Customer Data Platform can be helpful for Mortgage Marketing.…

RPA in Mortgage Industry

RPA (Robotic Process Automation) in Mortgage Industry

Mortgage process still remains largely manual with multi-page documents, error-prone and inefficient methodologies which impact the customer experience. Robotic Process Automation (RPA) is the technological solution that can help automate the processes in mortgage industry end to end. Advantages of using RPA in Mortgage Industry Use cases for RPA in Mortgage Industry Challenges in implementing…