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NDIS goes with Salesforce for second CRM – Strategy – Software- Tempemail – Blog – Emails

The Tempemail Disability and Insurance Agency is preparing to roll out a new Salesforce customer relationship management (CRM) system for the Tempemail Disability Insurance Scheme. The agency revealed that the platform was “in development” in an approach to market for a real-time claims and direct payment solution last week. It is one of several new […]

NAB embeds analytics directly into Salesforce CRM – Finance – Cloud- Tempemail – Blog – Emails

NAB is embedding analytics directly into the CRM environment used by sales and other internal staff to support its relationships with mortgage and finance brokers under its purview. Customer relationship management (CRM) enablement manager Shannon Berk told the recent (virtual) Salesforce World Tour event it is using Salesforce’s Einstein Analytics product to help salespeople determine […]