Smarter Loans Inc. is not a lender. Smarter.loans is an independent comparison website that provides information on lending and financial companies in Canada. We work hard to give you the information you need to make smarter decisions about a financial company or product that you might be considering. We may receive compensation from companies that we work with for placement of their products or services on our site. While compensation arrangements may affect the order, position or placement of products & companies listed on our website, it does not influence our evaluation of those products. Please do not interpret the order in which products appear on Smarter Loans as an endorsement or recommendation from us. Our website does not feature every loan provider or financial product available in Canada. We try our best to bring you up-to-date, educational information to help you decide the best solution for your individual situation. The information and tools that we provide are free to you and should merely be used as guidance. You should always review the terms, fees, and conditions for any loan or financial product that you are considering.
Salesforce is an online solution for customer relationship management, otherwise known as CRM. It brings customers and companies in all departments, including marketing, sales, etc. together to view a shared view of all customers. Using Salesforce, you can get insights, reports and customer activity all in one place to learn how to grow your business.
Depending on the solution chosen, it may follow a pricing plan, or cost per member, etc.
Most of their applications following a plan system:
They have some really great tools for business owners. Really an all in 1 solution.
I had some trouble in the beginning when I was transition from a previous CRM, but their team was very supportive and helped me make the transition smoothly.
They've really improved over the years and seem to always be on top of new trends. Can be complex at times, but great for business.
