Using Your CRM to Maximize Your Relationships

April 18, 2017

Banks must take advantage of every opportunity to engage with their customers. Leading banks are using Salesforce to deepen relationships with existing customers as well as grow through customer acquisition. Salesforce can keep your institution agile, connect 1-to-1 with customers, and expand your business by acquiring and keeping customers.

In this webinar, Pam Hannett, Banking Practice Director at Silverline, a Salesforce Platinum Partner, discusses how banks are using Salesforce and Banker360 to deliver a competitive advantage through cutting-edge technology.


Key Takeaways

  1. How to remove inefficiencies from typical sales, service, and operational activities
  2. How to drive action through analytics
  3. How to collaborate quickly across multiple lines of business to convert more leads and provide a world-class customer experience
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