Before we talk about the need for Salesforce mortgage CRM, let’s dive into a possible scenario without the software. Shall we? Picture this: a potential client reaches out to your firm to start the mortgage process, but your outdated system with back-and-forth over forms, emails, and countless check-ins swiftly makes things overwhelming, for you as […]
While Solutioning, should we consider the scalability of the Salesforce Application? Should we even think about scalable solutions with Salesforce? These are very important questions from Salesforce architects. This post will answer these questions and we will see how to build scalable solutions with Salesforce. What Is Application Scalability? Scalability is the ability of an […]