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Salesforce Services

Integrate External Resources with Lightning Connect by Salesforce

As technology advances, companies are taking advantage of the numerous enterprise-level software services that are built to improve efficiency by automating processes. In the past, integrating external sources of data into Salesforce involved hours of custom coding and duplicating the data to link the new system. There was no true way of communicating with backend…

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How to Use the New Lightning Process Builder in Your Organization

The Lightning Process Builder is a revolutionary product that can change your Salesforce org in unprecedented ways. Combining the capabilities of Workflow and Visual Flow, the Lightning Process Builder gives Salesforce Administrators the ability to build complex processes, declaratively, with point and click technology.  Actions that once required code-bound Developers can now be completed quickly…

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Taking the Hassle Out of Big Data

Big Data. Big data was the buzzword of 2014. Everywhere you looked, technology companies were buzzing about big data. According to a recent study by Gartner, 73% of organizations have invested or plan to invest in big data in the next two years. But what is big data, and what does investing in big data…

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3 Salesforce Winter ’15 Features We’re Excited About

It’s that time of year again – Salesforce Winter ’15 release has come and gone. There are some exciting new features that will improve your user functionality, both digitally and mobile. Below are the top-3 Salesforce Winter ’15 features we’re excited about. Salesforce for Outlook Users can now do more with tasks directly in Outlook…

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Salesforce AppExchange Solutions for Agents and Brokers

With millions of installs from the selection of thousands of applications available on the Salesforce AppExchange, insurance agents and brokers now have an array of choices to select from in order to orchestrate business on the platform. Here are three must-have Salesforce AppExchange solutions for agents and brokers: eSignatures While traditional agency management systems are just starting to…

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Game Changer: Carrier-to-Agent Downloads with the Leader in CRM

600 N. Cleveland Ave, Suite 110 Westerville, OH 43082 614-212-1111 [email protected] Game Changer: Carrier-to-Agent Downloads with the Leader in CRM Westerville, OH, 6/10/13 – Revolution Group, a Silver Cloud Alliance Partner and leading technology integration provider specializing in the property/casualty segment of the insurance industry, is pleased to announce the company has joined ACORD,…

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Relationships, the Independent Insurance Agent & Salesforce

Relationships matter and they always will.   Independent insurance agents know this better than any other business owner.  The product they sell is not tangible at the time of sale, yet their clients invest in them for the trust and advice they offer to protect them when it matters most – at the time of…

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Chatter Messenger Rollout

With the release of Summer ’12, Salesforce has rolled out the new Chatter Messenger feature. Chatter Messenger provides a free and secure instant messaging solution to organizations, unlike applications like AIM, Windows Live Messenger or Gtalk which send messages over the public internet. Chatter can be used with all editions of Salesforce, including and…

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