Tag : Salesforce

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World
Business Cloud News Technology

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World

Fintech News Desk
by Fintech News Desk0
51% of salespeople expect to travel less for work after the pandemic than they did before, according to new Salesforce survey Salesforce Meetings and Einstein Conversation Insights are generally available to make digital selling more personal and productive Snowflake, Honeywell, Jet It and Cytiva are using Sales Cloud 360 to......
AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud
Finance Fintech News

AppCrown Announces Turnkey Multi-Custodial Integration Capability for Salesforce Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Turnkey Integrations between CRM with All Major Custodians AppCrown, the pioneer and a leading turnkey integration provider for wealth management systems and Salesforce CRM, has launched multi-custodial integrations for Salesforce Financial Services Cloud (“FSC”). Now, wealth management firms will be able to integrate custodial data (financial accounts, holdings, positions etc.,)......
AdvicePay Expands Further Into Enterprises With Salesforce Integration
Business Fintech News

AdvicePay Expands Further Into Enterprises With Salesforce Integration

Fintech News Desk
by Fintech News Desk0
AdvicePay’s fee-for-service business technology now integrated into the leading CRM platform for advisor enterprises and XLR8’s customized wealth management overlay for financial advisors AdvicePay, the leading payments platform for fee-for-service financial planning designed exclusively for financial advisors, announced today a new technology integration with Salesforce, one of the most popular......
Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software
Business Fintech News

Togetherwork Announces the Acquisition of Fonteva, a Leading Association and Events Software

Fintech News Desk
by Fintech News Desk0
Fonteva, the Leading Association and Event Management Software Provider Built on Salesforce Poised to Expand and Enhance Product and Payments Capabilities as part of Togetherwork Togetherwork, the leader in integrated software and payments for managing communities, groups and organizations, today announced the acquisition of Fonteva, the leading association and events......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
Banking Business Fintech News

Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Salesforce provides Jack Henry with the digital transformation tools to manage full customer lifecycles to help financial institutions improve financial service offerings Jack Henry & Associates, Inc.®, a leading provider of technology solutions and payment processing services primarily for the financial services industry, and Salesforce, the global leader in CRM, today......
EquityTech Leader Syndio Announces $17.1M Series B, Led by Bessemer Venture Partners
Business Fintech Fintech Funding News

EquityTech Leader Syndio Announces $17.1M Series B, Led by Bessemer Venture Partners

Fintech News Desk
by Fintech News Desk0
Funding will accelerate the expansion of Syndio’s product innovation and EquityTech platform Syndio, the leading EquityTech analytics platform, announced it has raised $17.1 million in Series B funding. Bessemer Venture Partners led the round, with additional investment from Next Play Capital and Concrete Rose Capital. Read More: Antier Solutions launches White......
Pulse360-Launches-Automatic-Task-Creation-in-Partnership-with-Leading-Financial-Advisor-CRMs.
Business Fintech News

Pulse360 Launches Automatic Task Creation In Partnership With Leading Financial Advisor CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or......
PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
Artificial Intelligence Business Fintech News

Digital River And Tryzens Announce New Partnership Giving Brands A Faster Onramp To Global Commerce

Fintech News Desk
by Fintech News Desk0
Start selling in 12 weeks with a single solution to add payments, taxes, fraud and compliance on Salesforce Commerce Cloud Digital River, the most experienced global ecommerce enabler for established and fast-growing brands and Salesforce partner, announced today it’s partnering with digital commerce consultancy Tryzens to join Spark, their quick-to-market......
Sidetrade Announces Cash Culture app on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech News

Sidetrade Announces Cash Culture app on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Sidetrade announced it has launched its Cash Culture app on Salesforce AppExchange, empowering sales and customer service teams to resolve invoice disputes faster, and utilize a single source for customer payment cases within Salesforce. Cash Culture increases productivity and real-time collaboration between sales, delivery, and finance, leveraging customer financial data......
Century Business Solutions Launches New Payment Integration for Salesforce CRM
Business Fintech News

Century Business Solutions Launches New Payment Integration for Salesforce CRM

Fintech News Desk
by Fintech News Desk0
Century Business Solutions announces the release of the EBizCharge payment application for Salesforce CRM, which allows users to run customer credit card payments directly in their software.  Century Business Solutions announced the launch of a payment application for Salesforce CRM that allows users to run customer credit card payments directly......
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