The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Current Salesforce Mobile App Limitations and Potential Workarounds

Current Salesforce Mobile App Limitations and Potential Workarounds

As the digital marketplace landscape grows, a reliance on the mobile application is becoming an increasing trend with Salesforce implementations. We recently partnered with a client who was implementing Salesforce globally and relied on the mobile application as the primary source of daily access. Through this project, we uncovered a few unique differences in the mobile app compared to...

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Are You Prepared for the Utility of the Future?

Are You Prepared for the Utility of the Future?

The magnitude of opportunity and change facing utility executives is both exciting and overwhelming. With many facets of the business shifting all at once, it is difficult to balance successfully running today’s utility while transforming into a more efficient, more secure, customer-centric and safer organization. Through our observation of many utility environments, we believe that focusing...

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Why Every Salesforce Admin Should Use an IDE

Why Every Salesforce Admin Should Use an IDE

In an effort to become a more powerful Salesforce administrator, I’ve recently been knocking on the door of the developer world. You don’t need to master Apex to take advantage of developer tools. My favorite trick has been using an Integrated Development Environment (IDE) to speed up manual tasks, such as creating thousands of fields in minutes. …

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Lightning Test Execution – Lightning Component Testing with Jasmine JS

Lightning Test Execution – Lightning Component Testing with Jasmine JS

Santosh Kumar Sriram, an experienced consultant based in our San Francisco office, recently spoke at the Salesforce Developers Group meeting on Lightning component testing. Salesforce does not yet have a standard testing framework for Lightning components in GA, so Santosh came up with his own testing framework using Jasmine JS, which he calls “Lightning Test Execution.” In this...

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The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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What Does A Successful Salesforce Go Live Look Like?

What Does A Successful Salesforce Go Live Look Like?

After recently guiding a client through going live on Salesforce, I wanted to share a few tips in this third and final installation on my blog series for successful Salesforce adoption (click here for the first post and here for the second). I worked with my colleague, Matthew Savage, on capturing these bits of wisdom based on our recent work together for a financial company, as well as a...

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Leveraging the Power of CRM to Create Extended Loyalty for Your Bank

Leveraging the Power of CRM to Create Extended Loyalty for Your Bank

As of September 2016, there were 5,980 FDIC-Insured banks in the United States. While this number dropped from 6,270 FDIC-Insured banks in September of 2015, total assets actually increased from $15.8 trillion in 2015 to $16.7 trillion in 2016. Looking at this trend in the number of banks declining (whether they be commercial or retail) is enough for us to assume demand is increasing but...

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5 Reasons to be Excited for the Salesforce Spring ’17 Release

5 Reasons to be Excited for the Salesforce Spring ’17 Release

Salesforce does a great job responding to their user’s feedback and needs and have incorporated a number of those user requests. The Spring ’17 Release is no different, in fact they may be setting the bar even higher! From enhancing the customer service experience to having Artificial Intelligence predict the value of an opportunity – Salesforce is making it easier for users to get the most of...

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Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Top 10 Google Chrome Extensions for Salesforce Admins (Part 1 of 2)

Google Chrome extensions provide powerful enhancements embedded directly into your Google Chrome browser. These extensions can be installed to your browser for free and with a click of a button. If you are a Salesforce Admin the following Chrome extensions are my must-have picks for quick navigation and enhanced functionality across the platform, which will allow you to spend less time...

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