Learn how Salesforce can boost your sales by creating 360-degree customer profiles and enabling personalized
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.