This webinar will focus on how to use Analytics and Ai to drive customer success and reduce customer attrition. Understand how to fuse predictive insights with actions within your Salesforce environment to ensure customers stay sticky. We’ll also review best practices for measuring the impact of churn and how to surface Next Best Actions to take preemptive action when customers are at risk for attriting.
This webinar focuses on common use cases in Financial Services for embedding intelligence into the Relationship Manager’s use of Salesforce – whether you are a Banker, Wealth Advisor, or Insurance Agent.
This webinar will focuses on how to use Analytics and AI to transform your sales forecast from static snapshots to realtime, actionable intelligence. Understand how to fuse predictive insights with actions in your Salesforce environment to improve forecast timeliness, accuracy, actionability and win rate.