Salesforce

10 FAQs (with answers) about Salesforce Marketing Cloud for the Financial Services Industry

This blog post will explore ten FAQs about Salesforce Marketing Cloud in the financial services industry and how it can help organizations enhance their marketing strategies.

Maximizing Loan Pipeline Management with Calyx Path and Salesforce Integration

As a mortgage banker, it's crucial to have a streamlined process for loan origination and management. In an industry where time is money, having access to accurate and up-to-date information is vital to keeping your loan pipeline on track. a Calyx Path and Salesforce integration can provide a rob...

Leveraging DocuSign Integration with Salesforce Financial Services Cloud (FSC) as a Wealth Management Firm

Managing your wealth management firm's business processes can be complex, but leveraging advanced technology can help streamline and simplify the process. Integrating DocuSign with Salesforce Financial Services Cloud (FSC) is an excellent way to ensure critical business processes are completed qu...

Migrating from RedTail to Salesforce Financial Services Cloud

Moving from one CRM system to another can be both time-consuming and daunting. At Vantage Point, we understand the importance of a seamless transition to the Salesforce Financial Services Cloud (FSC). With experience in dozens of successful migrations and transitions from RedTail CRM to Salesforc...

How Vantage Point Consulting Can Help Financial Services Organizations With Their Pardot Audit

Are you in the financial services industry and looking to audit your marketing automation platform? If so, Vantage Point Consulting can help. Our Salesforce Marketing Cloud Account Engagement (Pardot) audit service offers organizations a comprehensive review of their current platform usage with a...

How Slack and Salesforce Financial Services Cloud Work Together

The financial services industry is one of the most competitive markets in the world. In order to stay ahead of the competition and grow, organizations must be able to quickly access customer data, collaborate with colleagues, and make informed decisions. That’s where Slack and Salesforce Financ...

Comparing Salesforce Marketing Cloud vs. Pardot: What You Should Know Before Choosing

In the wide world of marketing automation solutions, two names rise to the top – Salesforce Marketing Cloud and Pardot. It can be difficult to decide which platform is right for your organization, as each have their own unique capabilities and features. This article will compare Salesforce Mark...

Salesforce Shield: A Comprehensive Security Solution for Financial Services

With its comprehensive suite of features and tools, Salesforce Shield is the perfect security solution for financial services organizations looking to stay ahead in today's increasingly digital world. From native encryption and event monitoring to field audit trails and platform encryption, Sales...

Exploring the Benefits of Integrating Salesforce with Yardi

Salesforce is a powerful platform for managing relationships, tracking progress, and creating automated workflows—all essential aspects of running an efficient business. For many organizations, integrating Salesforce with Yardi.com can take their operations to the next level by providing better...