How to Perfect Your Change Management Process

2022-08-26T12:11:40+00:00

How to Perfect Your Change Management Process The capacity to adapt to ongoing changes is a critical part of long-term business success. Whether it's unanticipated economic disruption, the rise of new competition, or new technological developments, no business can expect to maintain its successes and continue to grow without developing the ability to change – processes, structures, and technologies – when confronted with the unforeseen. Healthy and robust business models will always include a polished change management process to handle

How to Perfect Your Change Management Process2022-08-26T12:11:40+00:00

The Ultimate Guide to System Governance with Salesforce

2022-08-08T13:09:58+00:00

The Ultimate Guide to System Governance with Salesforce With the Great Resignation opening an IT labor shortage of nearly half a million jobs in the last two years, a performance gap is emerging between companies that have committed to data-driven processes and those that haven't. Effective data and system governance involve coordinating people, processes, and technology in any industry and technology platform. In Salesforce, the lean system governance framework can undergird data-driven operations on any scale. In this guide, you'll

The Ultimate Guide to System Governance with Salesforce2022-08-08T13:09:58+00:00

Four Effective Ways to Create Accurate Lead Data

2022-06-07T02:52:48+00:00

Four Effective Ways to Create Accurate Lead Data More and more companies depend on reliable data to inform their decision-making. Using a customer relationship management (CRM) tool like Salesforce means maintaining accurate lead data. For instance, one study revealed that 72% of businesses have become more reliant on data in their digital transformation efforts. Therefore, ensuring high-quality lead data is essential. First, let’s review what leads are in Salesforce and dig deeper into the importance of their reliability. In Salesforce,

Four Effective Ways to Create Accurate Lead Data2022-06-07T02:52:48+00:00

How to Use Salesforce for Wealth Management

2021-11-23T18:18:16+00:00

How to Use Salesforce for Wealth Management According to Deloitte Financial Services, analytics and big data are set to transform the wealth management industry. Savvy firms will leverage internal and external data to create comprehensive prospect profiles and improve customer acquisition. Advisors will be able to track key drivers and business results more efficiently and more accurately to provide better investment recommendations for their clients. New technology-driven tools will let clients rebalance their portfolios in real-time and make smarter investment

How to Use Salesforce for Wealth Management2021-11-23T18:18:16+00:00
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