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By: Salesforce     Published Date: Nov 19, 2015
Over the next 50 years, more than $41 trillion in assets will be transferred from one generation to another. The non-profit Center on Wealth and Philanthropy sets the bar even higher--$58.1 trillion by 2061. Whatever the final figure, the generational shift of wealth represents an extraordinary opportunity for financial advisers.
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     Salesforce
By: Salesforce     Published Date: Nov 19, 2015
We are entering a new era in financial services, and there is a massive opportunity on the horizon. Some $2 trillion1 in wealth will change hands in the next five years, with $30 trillion being shifted in the next 30 to 40 years. What exactly does this mean for financial advisors?
Tags : salesforce, client expectations, wealth management
     Salesforce
By: Salesforce     Published Date: Nov 19, 2015
Based on responses from more than 1,100 adults who currently have investments, the research found the wave of millennials (ages 18-34) entering the market is not only putting pressure on financial advisors to use newer technologies in managing their money, but also pushing even Gen Xers (ages 35-54) and baby boomers (ages 55+) toward more modern financial tools, such as modeling on mobile devices or online portfolio rebalancing.
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     Salesforce
By: Salesforce     Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
Tags : cloud, financial, salesforce, investors
     Salesforce
By: SurveyMonkey     Published Date: Oct 23, 2015
Watch our webinar, 4 Steps to Building a Customer Satisfaction Engine. SurveyMonkey's Director of Customer Success, Jeffrey Coleman, will show you how to: - Ask questions that yield actionable data - Scale follow-up actions and improvements - Analyze survey data and get key metrics - Close the loop by turning data into action
Tags : survey monkey, customer satisfaction, customer success, data analytics, survey data, client services, customer operations, salesforce
     SurveyMonkey
By: Salesforce Commerce Cloud     Published Date: Mar 22, 2016
How Quickly Can You Adapt? Most custom-built and on-premise commerce systems were not designed to support the rapidly-evolving shifts in consumer buying behavior. That’s where commerce platform choice - specifically, enterprise cloud commerce - makes all the difference. Learn why in the L2 E–Commerce Agility report.
Tags : retail, commerce, shopping, mobile, behavior, agility
     Salesforce Commerce Cloud
By: DocuSign     Published Date: Mar 23, 2016
“The introduction of DocuSign into our collections process significantly improved DSO contributing to access to over $1M in additional working capital on an annualized basis.” -Brian Frank, Director, Global Enterprise Operations, LinkedIn Read this case study to learn more about LinkedIn's sucess with DocuSign.
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     DocuSign
By: DocuSign     Published Date: Feb 13, 2017
Join us as we begin with a profile of real world customers from a wide range of industries who are closing more deals faster using Salesforce and DocuSign.
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     DocuSign
By: DocuSign     Published Date: Feb 13, 2017
Greg Baran, Director of Enterprise Applications at Vocus, speaks about DocuSign's seamless integration with Salesforce allowed them to focus on their business process rather than the technology. Vocus is always searching for new ways to DocuSign! Find out about DocuSign for Salesforce:
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     DocuSign
By: DocuSign     Published Date: Mar 23, 2016
Doing more with less is the name of the game for SMBs. Learn about DocuSign’s suite of solutions for small business that let you deliver contracts, get approvals, sign invoices— all without an IT department. DocuSign seamlessly integrates with Salesforce and is easy to use for you and your team. Speed up sales, hire employees faster, and give your customers another reason to rave. Come hear directly from DocuSign product leads and customers about how you can make DocuSign for Salesforce go to work for you.
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     DocuSign
By: DocuSign     Published Date: Feb 13, 2017
Running fully digital processes is an imperative. Deals need to be closed anytime, anywhere and they need to be closed NOW. Learn how your organization can use DocuSign and Salesforce with mobile to accelerate transactions, reduce costs, and increase security and compliance – all while providing an enhanced customer experience.
Tags : docusign, client satisfaction, technology, electronic contract, paperless, reduce costs, mobile
     DocuSign
By: DocuSign     Published Date: Feb 13, 2017
See how HotelTonight, a growing, international small business, turned to DocuSign for Salesforce to sign on more hotel partners, faster.
Tags : docusign, client satisfaction, technology, sales, digital transaction management, salesforce
     DocuSign
By: DocuSign     Published Date: Feb 13, 2017
DocuSign helps Salesforce ensure sales and solid customer experience.
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     DocuSign
By: HPE     Published Date: Mar 23, 2015
With new technologies, new opportunities often emerge, especially in business. The advent of innovations, such as social media and mobile devices, is changing the ways businesses interact with customers and the ways in which customers desire to be engaged. Opportunities arising from the benefits of salesforce automation, business intelligence (BI), and customer relationship management (CRM) applications are providing new levels of insight, helping businesses acquire customers more efficiently and retain those customers longer. As a direct result, organizations that invest in better understanding potential customers are likely to see higher returns than those organizations that possess a more limited understanding of their customer base. Seeking the competitive advantage resulting from improved customer focus, IT organizations have increased investment in business intelligence and analytics and the underlying infrastructure to support those applications.
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     HPE
By: Salesforce Commerce Cloud     Published Date: Jul 12, 2016
96% of millennials say they still like to visit actual shops. They are also influenced more by online videos than TV advertising, and still rely on “official” reviews found in newspapers, magazines and online publications. If you want to be successful in this rapidly changing market, you need to attract millennials. Download this free research paper to find out how to attract millennials and adapt your methods to include them.
Tags : demandware, social, millennials, impressions, social media, social influence
     Salesforce Commerce Cloud
By: SugarCRM     Published Date: Feb 04, 2016
SugarCRM has leveraged IBM and other strategic partnerships to broaden its omnichannel appeal to enterprises, making Sugar a strong alternative to Salesforce.com, Microsoft, Oracle and SAP. Learn how SugarCRM's four-pillar strategy enables businesses to create extraordinary customer experiences.
Tags : sugarcrm, ecosystem, ibm, strategic partnerships, omnichannel capabilities, salesforce.com, customer experience
     SugarCRM
By: Salesforce Commerce Cloud     Published Date: Apr 21, 2016
A new survey of more than 300 C-level retail executives reveals where leading retailers are finding opportunities, what distinguishes high-performing retailers from the rest of the pack, the biggest threats, and their long-term views for addressing common challenges. Their experience provides a roadmap for others in finding retail growth.
Tags : retail, demandware, growth, disruptiors, tactice, internet marketing, crm & customer care
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Jul 11, 2016
Several disruptive forces are at work across the globe, bringing in a new type of consumerism that is as personal as it is participatory. What is the impact on retailers? They’ve been forced out of their comfort zone and must extend their brand experience to wherever consumers want. Download this special report from Salesforce Commerce Cloud, formerly Demandware, for more on the democratization of retail.
Tags : demandware, retail, democratization of retail, operating environment, growth, customer experience, consumerism
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Aug 18, 2016
While 85% of retailers say that unified commerce is a priority, many attempts at implementing have fallen short. Retailers, in order to accommodate today’s retail environment, need to rethink things and adopt a new approach. Read this special report on how retailers can overcome IT challenges and start on the road to unified commerce.
Tags : demandware, commerce, unified commerce, retailers, retail, it challenges
     Salesforce Commerce Cloud
By: Blue Coat Systems     Published Date: Aug 12, 2013
The use of SSL encryption for all enterprise Internet traffic is growing steadily. Applications that make use of SSL – such as SharePoint, Exchange, WebEx, Salesforce.com and Google Apps – are commonplace. Even email applications like Gmail, Yahoo, and Zimbra are being used in workplace environments as hosted email or BYOD apps. It’s clear that organizations now need complete visibility into the SSL traffic coming across the WAN. They need the ability to preserve complete network and web histories from encrypted network and web traffic for compliance, regulatory and logging requirements. Blue Coat has solutions today to address the SSL dilemma.
Tags : blue coat, ssl, ssl visibility
     Blue Coat Systems
By: Salesforce Commerce Cloud     Published Date: Sep 01, 2016
What opportunities are there for retailers to elevate the shopping experience and grow revenue? The Demandware Shopping Index takes a look at more than 400 million shoppers across the globe to identify trends and consider vital shopper metrics including frequency, conversion, average order values and much more. Download your free version of the Shopping Index today!
Tags : demandware, shopping index, retail, shoppers, consumers, shopper metrics
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Sep 13, 2016
What makes millennial customers loyal? Reaching millennials isn’t your biggest retail challenge, it’s retaining them. 38% of businesses say they’re agile enough for millennials. How do you compare? Find out by downloading our latest research paper.
Tags : demandware, social, millennials, impressions, social media, social influence, traditional marketing
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Sep 16, 2016
In this report from Salesforce Commerce Cloud, formerly Demandware, several key areas are analyzed, from shopper context and experience to intent and conversion, all areas which are vital to today’s digital retailing, and how leaders in the space approach mobile shopping. Download the report now!
Tags : demandware, retail, mobile shopping report, mobile, mobile shopping
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Sep 29, 2016
The concept of distributed commerce, the ability for consumers to buy on any Internet-connected device or application, could have a profound impact on retail. As a result, integrating new means of engagement and commerce – quickly and at scale – is vital. In this whitepaper from Salesforce Commerce Cloud, formerly Demandware, you’ll see how every touchpoint is a transaction and how retailers can adapt. Download now!
Tags : demandware, commerce, retail, shopping, shopping journey, distributed commerce, marketing research, sales
     Salesforce Commerce Cloud
By: Salesforce Commerce Cloud     Published Date: Oct 04, 2016
Finding growth in an era of unprecedented disruption in retail is, to say the least, challenging. A new survey of more than 300 C-level retail executives reveals where leading retailers are finding opportunities, what distinguishes high-performing retailers from the rest of the pack, the biggest threats, and their long-term views for addressing common challenges. Their experience provides a roadmap for others in finding retail growth.
Tags : retail, consumers, security, performance, opportunities
     Salesforce Commerce Cloud
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