Blog | millio - Truly native Salesforce banking

2024/01/10

Basics, Salesforce

These innovative Salesforce tools will help you in the financial sector

Which Salesforce tools are best for your finance department and why? Learn about powerful Salesforce solutions that are guaranteed to revolutionise your finance department.

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2023/09/27

Salesforce

Here's how you can use Salesforce in your finance department

Salesforce is primarily known as a system for customer data management. However, you can also optimally use CRM in your finance department to optimise financial processes. In this article we show you how.

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2023/07/31

Salesforce

Effizient, fehlerfrei und zeitsparend: Die Vorteile automatisierter Finanzprozesse in Salesforce

Das Geheimnis erfolgreicher Finanzabteilungen liegt in automatisierten Finanzprozessen. Dass diese Prozesse auch in Salesforce abbildbar sind, wissen viele jedoch nicht. Dabei hat es zahlreiche Vorteile, auch deine Finanzen im CRM System zu managen.

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2022/03/17

Salesforce

4 reasons for the CRM integration of your online banking

Business processes are increasingly mapped in CRM and ERP systems to make them even more efficient and transparent. Find out here what you can gain by integrating your business online banking into the CRM.

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2021/10/22

Salesforce

What is Salesforce CPQ?

Salesforce offers numerous additional solutions to optimise business processes. Salesforce CPQ is one of them. In this article you can find out in which areas CPQ is used and what CPQ can do.

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