EngageHUB
Ignite’s Powerful Salesforce Integration
Banks using Salesforce have a huge opportunity to significantly improve the customer journey.
The EngageHUB managed package provides bankers the capability to initiate Ignite guided conversations within Salesforce. The EngageHUB managed package provides bankers the capability to initiate Ignite guided conversations within Salesforce. All of the customer responses and resulting product recommendations are automatically populated into Salesforce.
The integration provides for the correlation of product recommendations with actual accounts opened so the performance analytics in Ignite’s IQ Analytics dashboard portal are complete and accurate.
“Companies are looking to transform the way they engage with customers, partners and employees to thrive in the age of the customer.”
–Todd Surdey, SVP, App Innovation Partner Sales, Salesforce
“By leveraging the power of the Salesforce App Cloud, Ignite Sales provides customers with an exciting new way to ensure that the results of every guided conversation with consumers and businesses can now be automatically documented, downloaded and tracked in Salesforce,” Surdey continued.
Benefits
45 minute
reduction in sales administration
100%
accuracy of information going into Salesforce
Vital Gap Filled
in FI’s process in transparent and ethical manner
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