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Salesforce for Credit Unions2019-07-01T16:11:27+00:00

Salesforce is Transforming Credit Unions

We offer a broad range of services to Credit Union customers by offering a customized and collaborative approach that combines deep industry expertise and experience. Our goal is to enhance your member’s experience and empower your team to better serve them. Our expertise and best practices will let you fully leverage Salesforce and enhance the way your institution interacts with your customers and members.

  • Onboarding Activity Workflow
  • 360 degree view of member
  • Connected LOBs create a seamless experience across the organization
  • Lead and Referral Management
  • Opportunity Lifecycle
  • Integrate back end core systems to allow one system of engagement
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