CRM Solutions for Financial Services: Extend Salesforce Functionality with CRM Solutions Architect Services for Banking Sales.
Whether you are looking at enterprise-wide implementation of a new system or planning upgrades to your existing system, the process required can be an overwhelming prospect.
When making significant investments it’s important to make sure you have the right systems, architecture, and tools available to support your core business and are in alignment with your overall goals.
Trends in retail banking show core drivers of customer satisfaction as trustworthiness, employee competence, excellence in customer services and ease of doing business. Customizing and optimizing a new Salesforce implementation or existing system requires the right architecture for optimum outcomes, ensuring seamless integration with back-end systems, smooth implementation and adoption across your organization.
Successful change is driven from the top down, ensuring that the right people are engaged and through ensuring that changes to systems, architecture and processes are implemented in a way that suits the business tempo. From an employee and client adoption viewpoint the result should always be:
Your customers are looking to connect with you. A customized and optimized solution will help you do this on a personalized basis by helping you build trustworthiness underpinned by employee competence.
With your needs in the forefront of our mind, Cetrix has developed an industry specific solution to extend Sales Cloud functionality utilizing Salesforce architecture services to support banking sales functionality will keep your sales team and customer service teams connected to your clients in new ways.
If you are considering an enterprise-wide Salesforce deployment or need to hire an architect for help to build or extend Financial Service Cloud or Sales Cloud functionality contact Cetrix for a no obligation consultation.
Contact us to talk about our next-gen tools for financial services, Including the Financial Services Cloud. We'll help you set up a stratergy to start connecting with clients like never before.
As a new Salesforce customer, it has been difficult for us to get reliable, smart consultants/programmers. Mark and his team were exactly what we needed. They communicated exceptionally well and worked with us to fully understand our needs. I look forward to working with Cetrix on future projects.
President, Aquasol & Poolsure
Mark is great to work with ... He did a great job describing the solution in the proposal, was available when we needed him ... He went above and beyond to help complete our proposal on a very tight timeline.
Founder & CEO, Acutedge, Inc.
Cetrix was easy to work with, worked quickly, and the work was excellent. Going into the job I didn't know exactly how to talk about what it was that our organization needed done with Salesforce, but they were able to easily figure out what our needs were and customize Salesforce for us. We were very pleased with their work.
The Diversity Center of Northern Ohio
Our team had never used a CRM system, but people at Cetrix walked us through every step as patiently as they could. What I really loved was that they were able to add valuable suggestions to enhance our CRM site ... Cetix has truly been one of my best experiences, and we now consider them as part of the team ... Because of Cetrix, our team can better communicate with our clients.
Director, HBCU Tours
Mark was great! I couldn't ask for a better experience. Wait until you hear him on Skype; he is focused, patient and just the right combo of get'er done/calm. His written communication skills are outstanding. I'm looking forward to doing more work with Cetrix.
ScriptEd had the pleasure of working with Cetrix Cloud Services on a Salesforce Database Customization project ... the donation of services has allowed ScriptEd to efficiently and affordably build out the Salesforce CRM that we use to manage our programming ... Over the duration of the project, they were professional, patient, flexible, and thorough. ScriptEd is thankful for and would highly recommend the pro-bono services of Cetrix Cloud Services.
ScriptEd INC
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