Organizing the Chaos of Customer Data w/ OneUnited Bank | Simply Put

Описание: Want to store customer data in one place? Karen Alvarado, VP of Retail Banking at OneUnited Bank, shares how her team organizes customer data with a single source of truth, and cross-trains so any staff member can help any customer -- courtesy of Service Cloud.

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Simply Put: Discover how these companies used Salesforce technology to revolutionize their business and customer needs.

0:00 - Simply Put, VP of Retail Banking at OneUnited Bank
0:20 - Intro
1:06 - Karen Alvarado’s authentic experience
2:00 - How Salesforce assists OneUnited Bank’s customers
3:32 - Tip #1: Compassion is service
4:04 - Tip #2: Learn from history
5:18 - Tip #3: Speed up the teamwork
5:41 - Tapping the potential of customers

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About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.