PhoneIQ | Blog: Salesforce Category

7 min

15 tips to get the most out of your Salesforce Power Dialer

If your team makes a high volume of outbound calls regularly, you might be considering implementing a dialer to help you call more of your salesforce leads in less time.

Aug 2, 2021

Rahul Chauhan

Salesforce

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