5 items matching your search terms.
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One-Pager Tear Sheets with Conga Composer
by Roger Mitchell
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last modified
Apr 29, 2018 04:49 PM
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filed under:
Blog,
Conga Composer,
Financial Services
A look into using Conga Composer to generate one-page tear sheets, to summarize a Limited Partner or Fund for financial firms.
Located in
Archive
/
2012
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Financial Services Resources at Dreamforce 13
by Ashley Leifer
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last modified
Nov 12, 2013 10:14 AM
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filed under:
Blog,
Financial Services,
Dreamforce 13
This year, Dreamforce 13 provides a lot of exciting sessions and topics dedicated to the Financial Services industry.
Located in
Archive
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2013
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Unorthodox Salesforce Email-to-Case
by Roger Mitchell
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last modified
Jul 01, 2013 06:25 AM
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filed under:
Blog,
Salesforce.com,
Support,
Financial Services
Focusing on an alternative and unorthodox use of Salesforce’s Email-to-Case feature, for logging emails sent to a distribution list.
Located in
Archive
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2013
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Winter 16 for Financial Services
by Jason Atwood
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last modified
Oct 15, 2015 07:38 AM
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filed under:
Blog,
Winter 16,
Financial Services
A look at all the goodies in Salesforce Winter 16 that might peak the interest of Financial Services customers.
Located in
Archive
/
2015
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5 Ways Community Banks can Leverage CRM Solutions to Boost Profitability
by Jason Atwood
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last modified
Aug 15, 2014 09:23 AM
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filed under:
White Paper,
Community Bank,
Salesforce.com,
Financial Services
The most successful community banks are using advanced customer relations management and collaboration technology to mitigate risks and maximize opportunities.
Located in
Publications
