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Financial Services How Amalgamated Bank Wins Employee Engagement with Salesforce Communities
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks...
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Financial Services Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where...
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Financial Services How to Build an All Star CRM Project Team
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a...
