For many businesses, Salesforce implementation is a one-and-done affair, with the conversation beginning and ending with the organization’s immediate, pressing needs. This approach is reasonably effective and useful; however it often leaves high-value, transformative features on the table. For teams looking to truly “level up” their Financial Services Cloud experience, taking on an iterative approach to implementation – one that factors in the new features and capabilities constantly being added to the platform – is mission-critical.
For many businesses, Salesforce implementation is a one-and-done affair, with the conversation beginning and ending with the organization’s immediate, pressing needs. This approach is reasonably effective and useful; however it often leaves high-value, transformative features on the table. For teams looking to truly “level up” their Financial Services Cloud experience, taking on an iterative approach to implementation – one that factors in the new features and capabilities constantly being added to the platform – is mission-critical.
In this episode of Transformation @ Work, we’re taking a look at a few of these underappreciated features and considering how institutions can leverage them to radically improve their productivity and customer experience.
Key Insights
03:33: What high-value features are financial services institutions commonly missing out on within Salesforce?
09:31: How these features can come together to dramatically improve an institution’s processes
11:05: Why don’t more organizations take advantage of some of these capabilities?
16:57: Next steps for team leaders: How to get started deploying these features in Salesforce
