• Salesforce Loan Origination

    Many of our clients ask us how Salesforce loan origination works. Implementing a CRM is one of the most critical decisions any retail mortgage brokerage can make. In the digital world of Ellie Mae Encompass, Nortridge, Calyx, Fiserv, and similar loan origination platforms, being lean & nimble is more important than ever. Understanding how to…

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  • Capital Markets and Real Estate Data Intelligence, Powered By Salesforce

    Our Core Operating Principle: Salesforce should improve your firm’s data intelligence, not complicate it. Our capital markets practice routinely receives calls from our partners and clients asking us for Salesforce Preqin integration, or Pitchbook, CapIQ, Equilar, and other data providers. What’s more important is how their peers in the industry are leveraging Salesforce as an…

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  • Salesforce NetSuite Integration | Better Together

      Customer Engagement and ERP All eyes are on how we can improve visibility across companies and create centralized sources of truth for the entire customer lifecycle from lead, to quote, to order, to cash and then to revenue recognition. Many of the companies we speak with are struggling to maintain an accurate source of…

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  • Ask An Expert | Managing Donations With Multiple Entities In Salesforce

    I love helping organizations raise money. Charitable giving has substantially increased over the years. The latest report from Giving USA highlighted that giving has increased year-over-year (with a few exceptions) since 1977. Similarly, the ways in which people give have also proliferated. One of the most notable vehicles is a gift from donors made through…

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