Category Archives: Other

Revenue cloud

We Broke Up with CPQ (Kind Of) — Why We’re Moving to Revenue Cloud

After years of a steady relationship with Salesforce CPQ, we had “the talk.” It’s not you, CPQ... it’s the complexity of modern revenue…
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How to use:Ledger Live application:for secure management

Automatic Updates for Ledger Live Explained Understanding the Process of Automatic Updates in Ledger Live for Secure Management To keep your Ledger Live…
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How to use:Ledger Live application:for daily use

Automate Ledger Live Wallet Updates Easily and Effectively Streamline Updates for Ledger Live Wallet with Simple Automation Techniques To streamline your Ledger Live…
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Working with:Ledger Live:in practice

Resolving Ledger Live Crash Issues for Users Troubleshooting Common Crash Problems in Ledger Live for Users Firstly, if you encounter frequent crashes with…
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team in work meeting

What is CRM wealth management?

Want to increase your firm's wealth management productivity? Fortunately, there are a number of useful tools for financial advisors, some traditional and some…
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person typing on a laptop

How to choose the best type of CRM for your business?

Using a customer relationship management (CRM) system is an effective solution for any business. But of all the different types of CRM, which…
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team working on computer

What is a CRM? Definition and use in companies

  A CRM is the art that companies have to create, develop and maintain relationships with their contacts, so that it is special,…
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person calculating

BENEFITS OF 360 ASKLOGIX SERVICES

What are you waiting for to digitize your company's financial services with us? At 360 AskLogix we will provide you with secure, tangible…
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Adoption Salesforce

5 Tips to Boost your Salesforce Adoption Rate

"Only 50% of CRM functionality is used by companies that are paying CRM customers .” Source: TechnologyAdvice.com The most significant risk is 'slow…
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Inbound Marketing for Financial Services

Inbound Marketing Tips for Financial Services

Inbound marketing is a marketing strategy that focuses on the customer or prospect. This implies that companies that practice inbound marketing place a…
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