Financial Services
Using Cloud Coach, our customers onboard their clients to a variety of financial offerings ranging from corporate 401(k) programs, tax compliance software, and investment portfolio management solutions. With a Salesforce native implementation tool, the customer-centric approach is never compromised across disjointed systems during delivery.
PARTNERSHIP FACTS
Use Cases
Financial software and service onboarding, Financial Consulting Services
Target Market
Sales Cloud & CPQ customers, both net new and existing
Target Decision Maker
VP or Director of Implementation, Professional Services, Onboarding, Customer Experience
Upsell Opportunity
Net new users to Salesforce (Delivery Organization), Tableau CRM, Experience Cloud, Mulesoft(ERP integration)
Implementation Type
Professional implementation required (avg time 3-4 months)
CUSTOMER BENEFITS
- Increased customer transparency/visibility
- Decreased time to value
- Increased capacity for additional projects
- Seamless transition from Sales
- 360 degree view of the customer journey
- Consistent experience for all clients
CUSTOMERS
Company A
Company B
Company C
Need further information?
Email us at [email protected]
