PhoneIQ | Blog: Salesforce Category

7 min

Top Benefits of Using Local Presence Caller ID with your Salesforce Dialer

All agents are expected to put their best foot forward when approaching prospective customers or regular clients.

Jul 28, 2021

Rahul Chauhan

Salesforce

7 min

5 Things You Should Know about Mortgage Innovation in Salesforce Financial Services Cloud

Since launching Financial Services Cloud (FSC), Salesforce has continued to add generic financial services functionality, but also demonstrates an ongoing investment in sub-verticals like the mortgage industry.

Jul 23, 2021

Tim Bauman

Salesforce

5 min

Top benefits of using the Salesforce Optimizer app

We work day in and day out to make our workspace a perfect place where everything is well organized, well placed and without any wastage.

Jul 22, 2021

Divya Chauhan

Salesforce

10 min

5 tips to create email templates in Salesforce

Anyone who has been in Sales or Service for more than a couple months quickly realizes that they end up sending the same email several times every week.

Jul 21, 2021

Matt Graessle

Salesforce

7 min

Comparing Salesforce Sales Cloud and Financial Services Cloud

Salesforce’s product suite has expanded greatly over the last several years to both enhance its base offerings and to compete with smaller CRM competitors that offer niche products within specific industry verticals.

Jul 15, 2021

Tim Bauman

Salesforce

5 min

5 things Salesforce admins should know about Person Accounts

It's now odd to think of a world where B2B companies are all there is. Especially in recent years, B2C commerce has become an enormous part of the business ecosystem, with many success stories about connecting end-users with providers.

Jul 13, 2021