WHAT IS THE ROLE OF SALESFORCE IN BANKING

1. Salesforce Integration an Overview In the era of vast globalization if you want to take your business decisions quickly and efficiently, then Salesforce CRM integration can help you in growing your business and market share as well. If you have integrated Salesforce CRM already, then you might be earning a good profit with the help of its multi-tenant architecture, expanding features and intuitive UI. A number of business tools can be integrated with Salesforce and you can even get the combined power of the both, by doing so. If you are not sure that what you should integrate with Salesforce, then this article for you. You can get complete knowledge and information about Salesforce Integration with your existing system. You can integrate your Accounting, HR, Marketing or Sales department with the Salesforce, apart from this you can also integrate the IT subdivisions of your business like CMS, Email Services and ETL to boost the productivity of your existing departments. For that Salesforce offers a number of customized and useful apps through its AppExchange feature, which may help and assist you to execute your business operations smoothly. Even at an affordable cost or rate, you can tale the Integration service through a number of providers. Salesforce Integration can provide the organization with a number of benefits, which may be direct or indirect. You can experience them by looking at the feedback of Salesforce users, apart from them a few of them are listed right here: Accuracy and Visibility of Data Salesforce integration can provide you the data and information accurately from multiple places. If you want to access the real-time information, then you can check and visit it through Salesforce. System and Operation Automation: The automated scripts are there in Salesforce, which can help you in loading data from and to Salesforce, so IT team can focus on their other important issues.

2. Customer Interaction You can provide a new and different interface to your customer. You can contact your customer and invite them for live training or send them an email. Quote to Cash and CPQ Tools Integrating your business with the Apttus like CPQ tools can smoothen the Quote to Cash process. You can get higher sales, by changing your pricing strategy and product catalogs. Webinars Usage Today webinars are an effective marketing tool, even they can provide a good ROI. You can get more real and exact information of your customers and provide the information about the tools, whichever you think is essential for getting higher sales. Through Salesforce integration multiple UIs, Applications, and Systems can be integrated at a single place. It is basically a popular and most useful platform all over the world. It can not only provide you a good UI, instead, you can get huge functionalities through Salesforce. By using Salesforce for your business, you can get the right track for your business success. However ther may be many other tools, which you might be used for various departments of your business like HRMS, CPQ, CMS, ETL to automate the respective departments, but by Salesforce integration you can get the functionality at a single place and enhance the profit and customer engagement with your services, For any business information and its analysis is of utmost importance and since Salesforce provides you accumulated information at a single place, so can help you in the decision-making process. You can get the competitive edge through Salesforce. . Following are a few of the operations, which can become beneficial through Salesforce integration for any Survey business:

3. Web to Lead Email Triggering Response Mapping AppExchange Above listed features of Salesforce can provide you better functionality, like web to lead is a power of Salesforce, through which the organization can know how to convert their visitor to the customer, by tracking their behavior. Through Email Triggering they can instantly send real and appropriate auto generated emails to their client, while response mapping can provide a better way to provide and respond to customer’s queries, so that you can get a better market position. On AppExchange a number of tools are available, which can help you in identifying and selecting the appropriate tool for your business. Today almost each and every organization is switching to Salesforce, either small, medium or large level enterprise. They are even getting better and responsive operational performance. Since minimum technicalities are involved in Salesforce integration, so even without using IT team, you can implement the module easily and get trained and familiar with them. Accumulated data is one another reason, due to which you can get the 360- degree view of the behavior of your customer and provide them better and relevant service instantly. Drag and Drop feature of Salesforce makes the integration easier and useful. Within no time, you can get complete information. Every year Salesforce launches new features, on the basis of the customer’s feedback so it has become more suitable and appropriate for the organizations. Especially the salespersons, can plan their strategies, visualize the effect of their strategies and act accordingly. To increase the organization’s productivity you an either take the help of pre-built Apps, available on AppExchange or integrate your existing Apps with new improved Salesforce. Reference:- http://www.salesforceupdates.com/salesforce-integration-an-overview/