Blog Business Insights David Cockrum 3/25/21 Business Insights David Cockrum 3/25/21 Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World Read More Salesforce Insights David Cockrum 2/8/21 Salesforce Insights David Cockrum 2/8/21 Conga's Spring '21 Release Recap Read More Client Success Stories David Cockrum 12/4/20 Client Success Stories David Cockrum 12/4/20 The art of expanding a wealth management firm's communication channels to include text messaging: with compliance and efficiency top of mind Read More Client Success Stories David Cockrum 5/25/20 Client Success Stories David Cockrum 5/25/20 Optimizing your Salesforce Org to Boost Service Team Productivity Read More Client Success Stories David Cockrum 4/20/20 Client Success Stories David Cockrum 4/20/20 Re-Targeting a bank’s approach to sales through process analysis and cloud technology Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Maximizing your service teams’ productivity with an all-in-one platform Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Transforming client experience in Wealth Management with Financial Service Cloud Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Effectively managing CARES Act/Payroll Protection Program (PPP) loans through integration with Salesforce™ and SBA’s E-Tran system Read More
Business Insights David Cockrum 3/25/21 Business Insights David Cockrum 3/25/21 Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World Read More
Salesforce Insights David Cockrum 2/8/21 Salesforce Insights David Cockrum 2/8/21 Conga's Spring '21 Release Recap Read More
Client Success Stories David Cockrum 12/4/20 Client Success Stories David Cockrum 12/4/20 The art of expanding a wealth management firm's communication channels to include text messaging: with compliance and efficiency top of mind Read More
Client Success Stories David Cockrum 5/25/20 Client Success Stories David Cockrum 5/25/20 Optimizing your Salesforce Org to Boost Service Team Productivity Read More
Client Success Stories David Cockrum 4/20/20 Client Success Stories David Cockrum 4/20/20 Re-Targeting a bank’s approach to sales through process analysis and cloud technology Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Maximizing your service teams’ productivity with an all-in-one platform Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Transforming client experience in Wealth Management with Financial Service Cloud Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Effectively managing CARES Act/Payroll Protection Program (PPP) loans through integration with Salesforce™ and SBA’s E-Tran system Read More
