Enhancing Insurance Distribution Management with Salesforce Solutions
In the competitive world of insurance sales, effective distribution management is paramount for success. Insurance companies face unique challenges in managing relationships with diverse distribution partners, ensuring regulatory compliance, and navigating complex commission structures. Salesforce offers innovative and simple solutions through products like Financial Service Cloud (FSC), Experience Cloud, and Salesforce Field Service (SFI) to […]
Driving Operational Excellence: Harnessing the Power of PMOs and Scrum Methodologies in Real Estate, Insurance, and Financial Services.
Keeping up with industry demands in real estate, insurance, and financial services, requires effective project management around key initiatives and outcomes. Project Management Offices (PMOs) and Scrum methodologies serve as powerful tools to drive efficiency, collaboration, and innovation within organizations. At Fortimize, we are committed to helping companies in these industries harness the full potential […]
Salesforce Data Cloud Quick Start
Empowering Connected and Personalized Experiences with Salesforce Data Cloud Salesforce Data Cloud has risen to the top, solidifying its position as the go-to technology for the financial services industry. With its seamless connectors and zero-copy integration, Data Cloud provides banks and credit unions with a secure and cost-effective solution to tap into critical customer or […]
7 Pillars of a Data Strategy
Data-driven Success in Financial Services Data is the heartbeat of informed decisions, the cornerstone upon which every successful organization is built. By embracing robust data collection and analysis today, your company can unlock the door to a future powered by intelligent decision-making, with artificial intelligence (AI) leading the charge. To harness the true potential of […]
Exploring Data as the Raw Material of Financial Services
At its heart, the Financial Services industry has always revolved around meeting human needs. While revenue drives its commercial aspect, it’s the people that give these financial institutions (FIs) purpose–which is why the core mission of banks, insurers, and others in the industry centers on acquiring, retaining, and continually finding new ways to serve customers. […]
Fortimize’s Deal Management Accelerator – Built for Deal Makers Managing Pipeline & Data through Salesforce
Fortimize’s Deal Management Accelerator on Salesforce is a pre-built solution for deal makers and their teams to manage pipeline data, deadlines, and tasks. The solution is built by former Real Estate executives to cater to firms in need of clean and visible data, cross-department collaboration, and a quick, frictionless implementation. In the crowded space of […]
The Benefits of Salesforce Field Service for Real Estate
In the busy world of real estate management, efficiency is key. From unit turnovers to maintenance requests, staying on top of property management tasks can be overwhelming. This is where Salesforce Field Service comes in, offering a comprehensive solution to streamline workflows and enhance operational effectiveness. Unit Turnover Managing unit inspections during turnover periods is […]
Exciting Salesforce Updates for March: Quick Hits for Spring 24’ Release!
Spring is the season for exciting updates to the Salesforce platform. These feature improvements and new enhancements are typically rolled out without the need for additional configuration. Let’s take a look at the high-level overview of each product. Experience Cloud: New features in this release include configuring search results layouts with Search Manager to setting […]
Streamlining Real Estate Operations: The Fortimize Solution for Salesforce-MRI Integration
In our extensive experience working on real estate technology transformations, it is clear that data flow between Salesforce and the ERP is a significant challenge. The deal teams want to live as a sales tool, the finance teams want to live in their ERP, and both rely on customer and financial data that sits in […]
The Power of Service Cloud Voice: Revolutionizing Customer Service in Banking
The CRM of choice for Banks and Credit Unions is Salesforce Financial Services Cloud. FSC enables Banks and Credit Unions to capture customer interactions, manage sales pipelines, and elevate their customer service experience. One integration, in particular, Service Cloud Voice (SCV), elevates FSC’s capabilities and helps organizations retain and grow Share of Wallet (SOW). Let’s […]
