A customized Salesforce.com solution enables a new approach for managing customer relationships
A customized Salesforce.com solution enables a new approach for managing customer relationships
2 PagesCASE STUDY CUSTOMER EXPERIENCE BANKING & CREDIT UNIONS © 2015 West Monroe Partners | westmonroepartners.com | 800.828.6708 AN UNCOMMON BLEND Looking ahead to enable better customer insight The bank had significant customer relationship management (CRM) gaps that hindered its ability to communicate with, retain, and cross- sell to its customers. The bank historically has looked at its customers only at the individual account level. Going fo
