Every organization would like to engage their digital customer better through better experience offered by their Sales, Marketing and Services LoB’s on any device, any time, anywhere. VisionTree has partnered with Salesforce in order to offer customer success platform so that its clients so that they can build deeper and meaningful personalized relationships with their own customers, enhance customer support and close the deal faster besides driving built-in predictive intelligence, mobile-first design and the agility of the cloud CRM platform.
Sales Process Automation
Sales Process Automation
In the age of Artifical Intelligence, every enterprise would like to sell smarter on any device and access to every step of your sales process, starting with prospects. Automatically capture data, get instant insights, and proactively coach reps to win with predictive forecasting.
VisionTree can implement Salesforce Sales cloud whereby complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. Gain insights from popular social media sites such as Facebook, Twitter, and LinkedIn right within Salesforce. Additionally, sales cloud helps with a complete view of Opportunity Management where you can build customize opportunity stage, products, competition and Stay connected. As a result, you have real-time access to people and information you need to close every sale.
Every enterprise would like to connect data across multiple sources and devices to gain a unified view of the customer however for real-time engagement; your organization should able to measure end-to-end effectiveness of their campaign across all digital channels.
VisionTree implements Salesforce Marketing Cloud to derive actionable insights through unified data sources, personalizing every channel and engage in any stage of the engagement with your brand.
We help you to trigger customers on journeys based on real-time events like purchases, mobile app downloads, or closed service cases and continuously adjust customers’ paths based on their current and predicted behavior across email, mobile, advertising, the web, direct mail, sales, commerce, and service.
It is evident that more you solve customer challenges, more you earn trust and more you earn trust, more business customer pass on to you. Every organization which is its multiple channels accessible to the customer for better service are more favorable to win new business with the customer.
VisionTree helps you to implement Salesforce Service Cloud and communities with Artificial Intelligence enabled chatbots, Social Media automated cases, SMS and Facebook Messages besides deliver personalized support in your customer’s moment of need with chat.
As an advanced solution, we can increase agent productivity by deflecting routine customer requests with Einstein Bots, chatbots powered by artificial intelligence. For more complex cases, bots can reduce wait-times by collecting and qualifying customer information upfront for a quick and seamless handoff
Majority of the enterprises run multiple on-premise, on the cloud or unified platforms to conduct their business whereby they multiple custom apps besides using enterprise apps from the market. This creates a challenge of managing different data formats with visual data mapping and real-time need of high-quality APIs and integrations that can automated unit tests to increase efficiency by collaborating, testing, and providing feedback from within the product itself while agent is busy serving the customer with information they are looking for whether from front-end or back-end system.
VisionTree can integrate native or third party systems on your platform with Mulesoft Anytime Platform Integration Service to deliver customer experience faster with access to reusable integration templates, API designs, and connectors. Through such integration service, you can gain real-time business insights with fully customizable dashboards and reports. It also provides access, monitor SLAs, adjust resources, and securely inspect transactions as they flow between mobile, cloud, and legacy apps.
Connected Customers for Financial Services
Deliver the personalized engagement, proactive advice, and goal-based planning are key priorities of Wealth Managers ; Rich customer profiles across all products and business lines are the priorities of Commercial Bankers; Deliver outstanding service when customers need it most with omni-channel integration across social, web, email, and more — all in a single cloud instance are the priorities of Insurance companies while collaborate securely and streamline client engagement are the mission critical need of Institutional bankers. VisionTree has parted with Salesforce in order to address those priorities through Customer Success Platform for Financial Services :
Faster Data Integration
Improve Customer Retention
Improve Sales Insights
Increase in Salesforce Forecast Accuracy