Election 2016: A Presidential Case to be a Customer-Centric Organization

Election 2016: A Presidential Case to be a Customer-Centric Organization

Congratulations! You made it! It’s been a long, grueling season of campaigning, debating, speaking, and – FINALLY! – voting. Just like politicians, companies make promises to their customers on a daily basis – their brand promise. And just like politicians, some companies deliver on their brand promise…and others, unfortunately, do not.…

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As the Banking World Turns: How Salesforce Supports Delivering Better Customer Experiences for Midsize Banks

As the Banking World Turns: How Salesforce Supports Delivering Better Customer Experiences for Midsize Banks

Most mid-sized commercial banks typically offer much more than just traditional loan and deposit products – they’re a one stop shop for all your financial needs. More and more banks have increased their focus on ancillary lines of business such as wealth/investment management, insurance, credit cards, and other non-traditional products. These services often provide steady and diversified...

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Make Your CRM Work for You:  Maximize Your Investment by Integrating Actionable Customer Insights

Make Your CRM Work for You: Maximize Your Investment by Integrating Actionable Customer Insights

Many organizations today look to CRM as a starting point to improve their customer experience. The first step in a successful CRM implementation is to collect and display historical transactional customer data to help gain visibility into your customer base to reactively engage with customers. However, most CRM implementations stop after this first crucial step.…

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Dreamforce ‘15: Watch Out for Lightning on the Trail(head)

As another exciting and action-packed Dreamforce wrapped up, Salesforce continued to raise the bar for this event. There were so many exciting new things that Salesforce introduced and focused on during this event, and many great highlights – Salesforce’s commitment to the 1+1+1 program, supporting programs like the Wounded Warrior Project among others.…

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Improving Agent Productivity with Salesforce.com’s Service Console

While many organizations today focus on the ability to automate processes and capture key data related to servicing customers, it doesn’t always consider the medium in which this internal user experience will be delivered. Often times, organizations will take the “just make it work” approach, meaning manual cut and paste, updating information, double-entry, etc.…

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5 Best Practices for Your Service Cloud Implementation

Now that Dreamforce ’14 is officially over (and looking forward to Dreamforce ’15), we can begin to digest the copious amounts of new features, roadmaps, and best practices. One of the key themes prevalent throughout the week was the focus on providing a world-class customer experience through an efficient and engaging customer service function.…

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What’s In Your Deal Pipeline?

Do you know what deals are currently in your transaction pipeline? How long does it take you to gather and distribute a report to your transaction team? Private Equity firms are turning to the world of CRM to help automate and track these Deals. A Private Equity’s transaction team typically encounters the following four pain points when it comes to their deal pipeline: A team member...

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Chicago, IL 60606
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