8 Facts That Nobody Told You about Salesforce for Financial Services | QRS

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8 FACTS THAT NOBODY TOLD YOU ABOUT SALESFORCE
FOR FINANCIAL SERVICES
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The finance service department is one of the
most influential and growing sectors in the
global economy. Continued innovation and modern
technologies force finance service firms into
adopting digital transformation. Salesforce is a
leader of global CRM that has expanded financial
services offering for firms like banks, wealth
management, and insurance agencies. Salesforce
and the whole ecosystem of products built on its
platform can serve multiple needs of an agency
including that of marketing and
sales. Salesforce allows enterprises to have
real-time access and a unified view of the
enterprises financial data that empowers the
enterprise to make an informed decision across
the whole business.
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EIGHT WONDER FACTS OF SALESFORCE FOR FINANCE
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• Provides a single resource of truth
• Data consolidation and reporting are challenging
  issues for many finance teams. Salesforce CRM
  helps remove this unique trouble by providing a
  consolidated view of the enterprises business
  data.
• Puts the data at the centre of business
• If customer information is split across various
  systems, it is harder to know-how business
  decisions impact customers. Salesforce comes
  into the finance sector and provides some
  interesting and digitalized benefits to
  enterprises.
• Improves productivity for finance teams
• Salesforce offers a wide range of benefits to its
  customers, especially for the finance sector.
  Salesforce improves productivity by providing
  finance teams with access to the information they
  need anywhere and anytime.
• Bring sales and finance closer together
• Salesforce CRM helps to connect both sales and
  finance teams by exchanging customer data
  seamlessly.

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• Salesforce for finance is the future of expense
  management
• Nowadays, everything related to finance is
  handled digitally. Salesforce CRM saves the
  expense of enterprises in multiple ways like
  automation of repetitive tasks, securing access
  to critical data and validation of processes.
• Better efficiency and flexibility
• Embracing CRM for finance empowers employees to
  work across multiple systems seamlessly.
• Salesforce CRM is a leader in the market
• Collaborating Salesforce into finance systems is
  a lower risk investment when it comes to
  information.
• Salesforce for Finance is a compact solution
• Having all the business information in one place
  simply does away with traditional back office and
  front office by giving visibility of customer
  data to everyone.

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THANK YOU!
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