What makes it possible for businesses across so many industries to all use Salesforce? The answer is customization. Lenders, doctors, restaurants, and clothing stores can all use the same software because it adapts to their unique operations. Changing standard object and field names is one easy way for users to customize Salesforce around their needs. […]
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One of Salesforce’s most valuable perks is that it generates mountains of data. You can track progress towards goals, share information with stakeholders, and devise new plans to grow your business. However, like any reporting, the data is only as good as its application. So, how do you put your Salesforce data to work? Salesforce […]
Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]
How is your company making changes and adjustments to accommodate for social distancing? Maybe town hall meetings, or virtual happy hours? How about hosting a virtual Black Tie event? https://www.salesforce.org/3-creative-ways-nonprofits-rethinking-virtual-fundraising
As a Salesforce consultant specializing in Alternative Lending and Merchant Cash Advances, we often run across folks who aren’t familiar with the industry, or all of the nuances with how the funding works. Of course, regulation and legal concerns are always significant when we are talking about funding companies with large amounts on money. Sometimes, […]
During the crisis, you may be seeing a surge in applications. At the same time, you may have set tighter lending criteria and be requiring more documentation to assess the creditworthiness of each borrower. The result is that it’s more difficult to make underwriting decisions quickly and accurately. Your team can be overwhelmed. One way […]
Work.com contains apps and information resources to support organizations as business looks to resume operations in many countries.
Sourced through Scoop.it from: www.salesforce.com The future of work will look very different in the following months and years. Making adjustments to meet the changing needs of employees will be a huge necessity for companies of all shapes and sizes. .
Six ways brands can communicate effectively to customers.
FUNDINGO is on the Salesforce AppExchange! Loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting and servicing loans. For some lenders, the impact of the COVID-19 pandemic means a spike in applications for business loans. That’s putting a strain on loan management systems, making it difficult to…