Learn how Salesforce can boost your sales by creating 360-degree customer profiles and gaining deep knowledge about customers.
At ScienceSoft we understand that gaining deep knowledge about customers is one of the primary challenges for companies striving to build long-term customer relationships. In this regard, a suitable CRM system can be of immeasurable service, since it represents a centralized storage of customer information. Our team has prepared this Salesforce demo for a bank to show you how the platform can help you create 360 degree customer profiles. Since Salesforce allows you to customize out-of-the-box customer profiles, you can make them look according to your company’s needs.
Below, you can find a list of essential data components to build a complete customer picture with Salesforce:
Some retail banks may want to gain more insights about their customers by discovering a person’s buying and behavior patterns. For this purpose, they may need the following data sets displayed in our Salesforce CRM demo:
Using these customer-centric CRM data sets, you can achieve the following benefits:
We at ScienceSoft think that the more information a company collects about its customers, the easier it becomes to provide products and services that a particular customer wants. In this regard, our Salesforce demonstration shows that Salesforce has all the components needed to create 360-degree customer profiles that can become a centralized hub of a company’s knowledge and insights about its customers.
If you have any questions regarding presented demo, you’re welcome to ask our Salesforce consulting team.