• Megnity
• July 18, 2023
• Salesforce
• 0 Comments

Artificial Intelligence (AI) has been and will always be one of the tools that will be at the forefront of revolutionizing the services delivered to customers for businesses across industries.   In 2016, Salesforce introduced and embedded Salesforce Einstein Artificial Intelligence into its platform making it the world’s smartest CRM tool. It empowered businesses to provide more personalized and predictive customer …

• Megnity
• July 13, 2023
• Salesforce
• 0 Comments

British mathematician Mr. Clive Humby famously quoted “Data is the new oil” in the year 2006, and with businesses producing more data than ever this phrase will stand true for many more years to come.    With exponential growth of data that will be generated going forward, how well businesses handle this to their advantage determines their success. This data when …

• Megnity
• September 23, 2022
• Salesforce
• 0 Comments

Einstein Recipes: The most powerful personalization tool which uses the machine learning algorithms to promote personalized content to each customer in the form of recommendations on the website, emails and mobile which result in increase in sales/revenue and customer engagement.  Recipes are most often used in ecommerce websites to recommend relevant products and in B2B and Financial services for content …

• Megnity
• August 17, 2022
• Salesforce
• 0 Comments

What is CRM Analytics in Salesforce How CRM Analytics is used in FSC?

• Megnity
• July 6, 2022
• Salesforce
• 0 Comments

What is Wealth Management? Wealth Management Personas  Client  Advisor Process

• Megnity
• June 15, 2022
• Salesforce
• 0 Comments

What is a Person Account? In simple terms a Person Account is a Record type of Account Object. Person Account is a combination of Account and Contact Object which are combined and shown as Person Account record. Person Account stores information of an Individual combining certain Account and Contact fields in a single record. Person Accounts give a single object …

• Megnity
• May 11, 2022
• Salesforce
• 0 Comments

Salesforce Marketing Cloud (SFMC) is one of the most popular cloud-based digital marketing and analytics application providing marketers a fully integrated solution for developing robust campaigns, data and customer journeys – incorporating the use of email, mobile, social media, and personalization through data and analytics. Email Studio: Helps to create highly personalised emails with simple drag and drop options and …

• Megnity
• April 14, 2022
• Salesforce
• 0 Comments

Real time context-based work update enables teams and team members to do their work efficiently and eventually provide great service to the end customers.   There are many chat tools in the market that enable this and empower the users using them to improve their work output.   Among them Slack is the new industry standard for easy, quick collaborative communication channel …

• Megnity
• April 7, 2022
• Salesforce
• 0 Comments

The day to day job of an agent involves activities that include acquiring customers and successfully close the process of selling insurance policies. In the due process of selling, the agents need to make sure the respective customer has submitted all the mandatory documents required by the insurer along with any other miscellaneous support requested by the customer. To fulfill …

• Megnity
• February 2, 2022
• Salesforce
• 0 Comments

Typical Testing Landscape With the agile methodology of continual incremental development, a typical sprint cycle is around to 2-3 weeks. In every sprint cycle, each developer is required to perform unit testing after the development. Then the application deployed into various environments whereby a different set of users perform unit, functional, smoke and regression tests manually and make sure the …