End to end implementation of SalesForce Service Cloud – An advanced AI powered intelligent customer service platform that empowers Mortgage Banks and LOs to better connect with customers anytime, anywhere, through any device.
Configure SalesForce Service Cloud to unlock legacy customer data, align service, sales, and marketing with a 360-degree view of each customer.
Seamless integration with any backend system and customize any service process with low code tools like Lightning and Process Builder.
Build and scale the platform to provide the borrowers with a consistent, convenient, omni-channel experience across every channel.
End to end implementation of SalesForce Pardot – a software as a service (SaaS) marketing automation platform by SalesForce, powered by AI which offers email automation, targeted email campaigns and lead management.
Customize Salesforce Pardot to create personalized borrower communications based on the prospects interactions and create dashboard views of performance of marketing campaigns.
Build and launch customized lead capture forms to gather borrower data and employ progressive profiling to build out prospect data over time.
Setup and configure Pardot Einstein – AI component of Salesforce Pardot, to transform the marketing and sales efforts.
Setup, configure and customize Jungo – Salesforce CRM for Mortgage Industry, to support your mortgage business needs.
Configure and customize business workflows rules and approval processes within Jungo for business process automation.
Integrate Jungo with third party applications in accordance with your business process and data driven systems requirements.
Dedicated Jungo training for admins and sales, service, management and marketing end users.
End to end implementation of SalesForce Social Studio – unified platform that allows you to publish compelling content on the social channels, analyze social media interactions and engage with the social community.
Build custom social media searches about your brand, products, competitors, and market to analyze all of the social media conversations.
Configure Analyze dashboard to drill into conversation metrics to help you understand how your borrowers and leads feel about your brand.
Configure Einstein Vision to help further analyze logos, objects, and scenes found in the images which are shared by borrowers online.
End to end implementation of Salesforce Sales Cloud – a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts.
Customize the sales process and personalize customer experience by aligning sales, marketing and service at every stage.
Seamless integration with any backend system and help in installing the right trusted pre-built sales apps and components from the Salesforce app exchange.
End to end implementation of Salesforce Marketing Cloud – platform built with intelligence which enables marketers to personally engage with every customer on an device at scale.
Configure Salesforce Marketing Cloud to create and tailor content specific to each customer across all marketing platforms like email, advertising, mobile and even social and customer communities.
Seamless integration with any backend system and help in installing the right trusted pre-built marketing apps and components from the Salesforce app exchange.
End to end implementation of Salesforce Analytics Cloud- a strong and secure cloud-based analytics program developed to implement rapid, iterative exploration of data, with results displayed via layers of dynamic visualization over underlying data sets.
Customize and configure Salesforce Analytics Cloud to create personalized self-service analytics with rapid and responsive filtering visualizations drill downs.
Seamless integration with CRM, ERP and other silos of data and unifying it into a single view for better borrower experience.
Other Salesforce Services
We provide end to end implementation, customization, configuration and training for other Salesforce Services such as
Salesforce Data Cloud