Marketing Platforms and CRM

Free E-signatures for Salesforce/ Introducing Titan Sign Wizard [Video]

Create free e-signatures for Salesforce with Titan Sign Wizard. Watch this tutorial to learn more about this powerful, no code tool, and the depth of our Salesforce integration.Where Can I find Titan Sign Wizard?Install Titan Sign Wizard anywhere you like on Salesforce, and choose to access it via a button or tab. What Can Titan Sign Wizard do?- Send documents, to be signed, to recipients in and out of Salesforce. – Merge documents from both Salesforce & your computer.- Merge different types of files e.g. word docs with PDFs. – Re-order signers, and dynamically change their roles. – Use custom fields such as input, signature, and sign date.- 2 factor authentication.- Automatically pick up signatures. – Track signatures. – And a whole lot more!E-signatures for Salesforce don’t get easier than this! How do I get Started?Transform the way you use your Salesforce data and choose Titan Sign Wizard. Contact us by visiting:Titan Website: Twitter: would love to hear from you, please drop a like or comment and don’t forget to subscribe to our Youtube Channel: #NoCodeSalesforcePlatform #SalesforceIntegration #Salesforce #integration #esign #nocode

Marketing Analytics and Reporting

Wolters Kluwer Health: Self-service analytics for business teams [Video]

Business intelligence (BI) has gotten so sophisticated that a variety of end users within an organization may be eager to use data to guide their decisions. Unfortunately, most businesses have a very small data analysis or BI team. How can companies like this enable more people to use more data more effectively without overwhelming their BI staff?Wolters Kluwer, Health devised an innovative solution to this problem. The company’s “Citizen Analyst” initiative helps non-technical employees use data to explore new ideas and generate new insights — without distracting the BI team’s focus from its own priorities.​The company had already been using Talend in multiple ways: building predictive models to help sales identify new opportunities, highlighting customers who might be at risk for renewal, upgrading or cross-selling products in response to fast-changing market conditions and customer preferences, building more effective email and marketing campaigns, and more.With the new self-service data capabilities came the potential to create a cultural shift at Wolters Kluwer. Learn more:

Website Builders and Tools

How to Make It Easy for Customers to Find Answers | Amazing Business Radio Podcast [Video]

👉 Download the podcast episode for free! ( to Make It Easy for Customers to Find AnswersThe Power of an Easy Search Shep Hyken interviews Joe Jorczak, Head of Industry for Service & Support at Yext, a company that offers an AI-powered Answers Platform that understands natural language that mirrors how customers ask questions with the capability to provide direct answers. They discuss how customers, support teams, and support leaders can utilize the power of search to create a great user experience.Top Takeaways:  • Every question starts with a search. Whenever there was a question, people used to go to the library, ask a friend, or call a store. But now, most of these activities have moved online.• In a research with 1500 respondents, Yext found out that “85% of customers say that being able to find information or resolve an issue themselves versus contacting customer support is either very important or fairly important.”• Most brands don’t make it easy for customers to find answers. This is not on purpose. Many brands are still hamstrung by the old ways of organizing information – they typically have answers hidden four, five, or six clicks deep into a knowledge base or scattered across different departments in the organization. • Customer support teams are under pressure. A lot of them are still measured by metrics like average handle times, the number of resolutions per day, ticket queue, and backlogs. They have the challenge of jumping across multiple knowledge bases to find the information that customers are waiting on. This takes time and is frustrating for support agents.• Support leaders are turning to chatbots and virtual assistants to help meet customer expectations. However, customers may phrase questions in a way that chatbots are not yet designed to answer. This is frustrating for customers.Quotes:  “85% of customers say that being able to find information or resolve an issue themselves versus contacting customer support is either very important or fairly important.””Customers are increasingly preferring to be able to find answers on their own instead of waiting on a chat queue or sitting on the phone.””Don’t overlook the power of search to create a great user experience.”About:  Joe Jorczak is the Head of Industry for Service & Support at Yext where he is responsible for defining and executing the strategic direction for the company’s service and support offerings. Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and your host of Amazing Business Radio.    This episode of Amazing Business Radio with Shep Hyken answers the following questions … and more:  1. What are the challenges that support teams encounter when finding the answers to their customers’ questions?2. Why is customer self-service important?3. Do customers prefer self-service?4. Why is a knowledge base important?5. How do customers prefer to find answers to their questions?