Salesforce Services

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.

Process Improvements Categories

Sales Process Automation

Customer Personalization

Customer Satisfaction

Connected Customers

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 :