Transition to modern Financial Systems with Salesforce
Increase in Productivity
Spike in Revenue
Reduce in Sales Cycle
A Clear Path to Financial Success: Strategic Salesforce Services
In the fast-paced world of financial services, Salesforce—while powerful and resourceful—can be less than intuitive, especially setups, integration hurdles, and data precision. If your financial institution faces complexities with your Salesforce investment, be assured that with DemandBlue, you have found the perfect strategic partner.
DemandBlue simplifies setups, resolves integration complexities, and refines data accuracy. With close collaboration, we craft exceptional financial strategies while weaving a sturdy fabric of compliance and security. The result—an orchestrated harmony that speeds up user adoption and transforms your Salesforce investment into tangible business value.
Impact of Salesforce on Financial Institutions
Increase in customer satisfaction
Financial Institutions believe CRM-based systems have the ability to earn and retain more customers
Of bank customers interact with their institution through a mobile channel
Personalized Salesforce Services for
Personalized setup of CRM systems, workflows, and data fields.
Consulting and Strategy:
Compliance and Security:
Training and Support:
Staff training and ongoing platform assistance.
Connect Salesforce with financial tools and platforms.
Analytics and Reporting:
Utilize Salesforce reporting for insights and performance tracking.
Together with Salesforce, we help you
achieve the following:
Create memorable experiences for lasting relationships.
Optimize Sales & Marketing:
The DemandBlue Difference
Experience our On Demand Service model personalized for the financial services industry, combining flexibility and iteration. Benefit from our seasoned, certified Salesforce consultants who ensure ongoing value creation and optimize Salesforce for your industry-specific needs.
A leading banking and financial services institution turns the focus on customers and engages them successfully through strategic Sales Cloud implementation
Client is a Chicago-based leading Banking and Financial Services Institution that takes pride in being committed to their customer’s success. They specialize in banking, custom lending, equipment financing, business capital loans, etc.
Salesforce: Sales Cloud
Technologies: Apex, Flows
A Leading Financial Services client increased user adoption by retiring Informatica and replicating all its integrations with Mulesoft
The client is an expert provider of specialized custody solutions for alternative assets, investment accounts, and retirement funds.
An investment management and advisory firm ramps up Customer Acquisition by building Personalized Relationships through digital channels
Salesforce: Marketing Cloud Engagement