Reshape Your Outdated Lending Process with MeridianLink and Salesforce
How long does it take your organization to process your deals from lead to close? How do you plan [...]
What to Look for in a Salesforce Partner: Your Complete Checklist
Salesforce is a powerful but complex tool that requires a team effort. Anything other than getting it right the [...]
How to Prepare Your Organization to Start Using Salesforce
Salesforce unifies customer data across the entire organization. If you’re part of a bank or credit union, launching Salesforce [...]
How Cadence Bank & EMS Built a PPP Loan Application in Less Than 2 Weeks Using Salesforce
When news of the Coronavirus Aid, Relief, and Economic Security (CARES) Act arose in late March 2020, Cadence Bank [...]
Envision Credit Union’s Salesforce Transformation Story
As their membership base as evolved and grown across Florida and Georgia, Envision Credit Union knew it was time [...]