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Trailhead

Be the Bank Your Customers Love

Salesforce via Trailhead

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Overview

Embrace customer-centric business practices and inspire customer loyalty.
  • Learn about key industry trends and how banks can use Salesforce to adapt to them.
  • Learn how the Salesforce platform transforms banking in the Age of the Customer.
  • Build a customer-centric sales model for your bank.

Syllabus

  • Digital Banking Basics
    • Understand Digital Banking Trends
    • Realize the Digital Banking Payoff
  • Intelligent Marketing, Sales, and Customer Service for Banks
    • Connect with Customers in a Whole New Way
    • Empower Personal Bankers to Be Their Best
    • Delight Customers with Outstanding Omnichannel Service
  • Sales Strategies for Retail Banking
    • Put Customer Needs at the Center of Sales Practices
    • Achieve a 360-Degree View of the Customer
    • See the Customer-Centric Sales Process in Action

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