Green Irony
02.28.2018

We’re pleased to announce that we have partnered with Sageworks (https://www.sageworks.com) to deliver a Salesforce.com™ integration for Sageworks’ best-in-class banking platform. This integration will allow banks and credit unions to be better prepared to meet the needs of today’s customers, providing a 360-degree view of each customer’s asset and risk profile. This integration enables users to make better informed decisions at the front end of deals, streamline internal loan and deposit processes, and surface new revenue opportunities from existing customers.

Blogs
Aaron K Shook
01.22.2019

If you’ve worked with technology platforms like Salesforce for any amount of time, you’ve probably heard the phrase “Single Pane of Glass” (SPOG) used. For business users, this holy grail of data-driven decision making gives users the ability to look at all critical pieces of a specific area of the business (or even the entire...

Green Irony
02.28.2018

  We’re pleased to announce that we have partnered with Sageworks (https://www.sageworks.com) to deliver a Salesforce.com™ integration for Sageworks’ best-in-class banking platform. This integration will allow banks and credit unions to be better prepared to meet the needs of today’s customers, providing a 360-degree view of each customer’s asset and risk profile. This integration enables...

Aaron K Shook
01.16.2018

What’s a CPQ? The Salesforce CPQ (Configure, Price, Quote) product has a plethora of advantages in the area of quote to cash automation. CPQ provides an advanced toolset that allows implementers to fully automate the process of selecting and configuring products, pricing and discounting these products, gathering approval from stakeholders in the event that pricing...

Aaron K Shook
06.14.2017

Salesforce is an amazing piece of technology. You don’t need me to tell you that; simply look at the business results, read the analyst reports, or look at their stock ticker (CRM). Their product managers, architects, and engineers have built a product that is truly special. Despite the advantages the software brings to the table,...

Green Irony
03.10.2017

Say what? Salesforce is not a CRM. This fact may be somewhat surprising to you. After all, it has “Sales” in the title and in many circles is thought of as the clear-cut number one option in the space. If you open Gartner’s Magic Quadrant report on CRMs, it sits in the driver’s seat, head...

Aaron K Shook
02.02.2017

Curtains Up. Writer’s block isn’t common for me. Throughout my career I’ve always enjoyed having the opportunity to write about technology, and, more importantly, the business value that technology solutions can drive. Staring at the blinking cursor in this Google Doc, however, I’m wondering where to start the blog entry that will set the tone...