For financial technology businesses, the tools used to connect with customers can be the difference between scaling fast or falling behind. Choosing the best CRM for fintech isn’t just about contact management—it’s about growth, security, AI-driven insights, and...
You’ve heard all about Salesforce Agentforce—but how does it actually work in real-world scenarios? The high-tech industry operates in a fast-paced, highly competitive environment where efficiency, customer satisfaction and seamless operations are paramount. To meet...
Sales forecasting involves predicting future sales, including which deals will be closed and within what timeframe. It is a crucial aspect of business planning, impacting vital decisions like budget allocation, resource planning, and inventory management. The...
The healthcare industry is on the brink of a digital revolution, and in this era, Salesforce Agentforce- a new AI technology in healthcare, is set to play a pivotal role in providing innovative solutions that enhance AI-driven patient engagement, streamline processes,...
Artificial intelligence (AI) has evolved from being just a buzzword to a critical driver of efficiency and innovation in the financial sector. The integration of AI in banking and finance is revolutionising how financial institutions operate—enhancing decision-making,...
Professional Services Automation (PSA) is a strategic approach to managing service-based businesses. It integrates essential processes such as project management, resource planning, time tracking, and financial management. By implementing professional services...
The UK government has announced the AI Opportunities Action Plan, a transformative initiative designed to leverage artificial intelligence (AI) for economic growth and improved public service delivery. This bold strategy, supported by £14 billion in private...
Businesses and organisations will constantly seek ways to optimise their workflows and improve efficiency. One transformative solution that is making waves across various sectors is document automation and Salesforce is among the leading platforms enabling this...
Maintaining strong client relationships is paramount in the financial services world. Utilising specialised financial adviser contact management software can significantly streamline this process. Salesforce for financial advisors stands out with its unique features,...
Relationship management is fundamental to success. Whether in the commercial or public sector, organisations are turning to customer relationship management (CRM) software to understand, engage, and retain their consumers. Yet, the unique needs of these diverse...
