Visit Keste at Salesforce World Tour Dallas and learn how to accelerate revenue growth with CPQ, subscription billing, and other Salesforce solutions. If you’re just dipping your toes into the Salesforce water, don’t miss this chance to ask our friendly team experts any of your CX, CPQ, CRM or Cloud questions. Or, for the seasoned Salesforce [...]
Worried about Customer Experience? You should be. No longer a nice-to-have, an exemplary customer experience (CX) has become a crucial part of doing business in the digital age. It affects the customer’s perception of how they are treated, how they perceive your brand, and ultimately, it’s a determining factor in their behavior and loyalty. If [...]
Improving Customer Experience with Personalization and Speed Customer experience has become increasingly important and complex over the years. When looking to improve customer experience, it’s important to keep in mind the buyer’s journey: Awareness Consideration Decision Personalization with a CRM and CPQ Solution All three stages are important aspects of the experience. From the initial [...]
Mortgage brokers are in a ruthlessly competitive industry. On one side, they need to maintain strong working relationships with dozens of banks and loan officers. On the other, they must provide stellar service to home buyers during a long, complicated, and emotional process. A reputation for getting results and being easy to work with will [...]
Like most consumer businesses, many of the practices that worked well 20 years ago are ineffective in an increasingly digital world. For mortgage brokers, the old ways of attracting leads, brokering a loan, and keeping clients informed have become antiquated. With large banks slow to implement change, innovative and nimble brokers can leapfrog competitors with [...]