The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Customizing Salesforce.com for Better Business Results

All Sales organizations (even those within the same industry) have unique sales processes due to their company’s individual cultures, sizes, and employee talent. Out of the box Salesforce.com solutions can help better manage these processes, but tailored Salesforce.com solutions, configured to fit an organization’s specific business processes, will produce the greatest possible ROI.…

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