
Salesforce for Wealth Management
Salesforce, a leading CRM platform, offers a fully integrated wealth management solution that makes it easier for companies to manage multiple clients…
#FocusOnBestPractices
#FocusOnBestPractices
In today’s highly connected world, it is extremely important for any business to build online communities and portals. The online community and customer portal approach has several advantages, allowing businesses to connect with their customers in new ways, improve customer service and sales with self-service tools, share useful information, make pertinent recommendations, and generate more data. Organizations also leverage a similar feature set to manage relationships and business with partners and vendors.
Salesforce Community Cloud has emerged as a leading platform for customer portals and online communities. The combination of a robust feature set, flexible, mobile friendly designs, and integration with leading Salesforce tools allows companies to quickly and effectively provide productive service experience to their customers.
In order to do that, the entire design spectrum needs to revolve around the audience. The brand guideline, brand structure, and overall tonality of the design have to be oriented with the audience. You will observe a visible connection of the audience with the design thinking and it will increase the value of the design.
The benefits accrue almost instantly —happier, empowered customers and less time spent by your staff for common requests and transactions. The goal is to provide customers with quick and accurate responses to their queries without involving sales or customer service. Need an invoice? It’s there. Need a list of recent transactions? It’s there as well. Need to make a payment? Do it right online.
In addition to saving time and money, you’re also generating data that can be used to improve loyalty and drive more revenue.
For more information about Salesforce Community Cloud, please contact us.
Korcomptenz is a Salesforce Registered Consulting Partner. We’ve been in business for almost 17 years and can get you started on Salesforce by procuring the software, implementing and customizing the platform, importing and integrating your data, and providing full service support. Our seasoned teams of strategic thinkers also help map out your business processes and implement them in Salesforce, all at very cost-effective price points.
Salesforce, a leading CRM platform, offers a fully integrated wealth management solution that makes it easier for companies to manage multiple clients…
Salesforce is an essential business tool. There’s a good chance the industry leading CRM and supporting applications power critical functions in…
There comes a time in every company’s journey where they need to choose the very best, when almost isn’t good enough, and there are no prizes…
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |