Richer, Analytics-Driven Experience for Leonard Rickey with Financial Services Cloud
Richer, Analytics-Driven Experience for Leonard Rickey with Financial Services Cloud
Faster Case Resolution and Higher NPS for Intuit
Faster Case Resolution and Higher NPS for Intuit
Intelligent Fundraising Pipeline and Performance Management for HarbourVest
Intelligent Fundraising Pipeline and Performance Management for HarbourVest
Optimizing Policy Retention for Goosehead Insurance with Salesforce Analytics
Optimizing Policy Retention for Goosehead Insurance with Salesforce Analytics
Improved Forecasting and Win Rates for Fitch Ratings’ Relationship Managers
Improved Forecasting and Win Rates for Fitch Ratings’ Relationship Managers
Improving Insurance Quote Win Rates and Cross-Sell Potential at Acceptance Insurance
Improving Insurance Quote Win Rates and Cross-Sell Potential at Acceptance Insurance
5 Benefits of Salesforce Financial Services Cloud
How does your financial firm manage relationships and deliver personalized service? The ways we maintain customer relationships has changed for the better in large part due to the capabilities brought by CRM. However, building relationships with new and existing customers, increasing revenue, and delivering the right personalized information at the right time takes a specialized […]