Dreamforce 2018 - LoT is Modernizing the way that Financial Institutions Optimize Field Sales Efficiency

Dreamforce Session - Financial Services

Financial services firms are using Salesforce and MapAnything, to effectively manage complex territories and ensure maximum facetime with clients. Research shows that face-to-face interactions, predictable service levels and personalized relationships are still the foundation of durable customer relationships in this sector.  

Focus on the customer isn’t a new concept. Banking, insurance, and wealth management firms are leveraging data to manage customer interactions, meet expectations and build stronger relationships. So, it’s surprising that 79% of financial institution customers still say that their experience with financial institutions is “no more than transactional”. How do we get the relationship back into financial sales and service?  We believe it’s a combination of Salesforce and Location of Things.

At Dreamforce this year, we’re hosting a panel of financial services leaders to explore how they’re using Location of Things (LoT) to meet customers in the market more effectively. The result is greater loyalty and longer-term, more profitable relationships.

One of our customers, First Data, will share a compelling story about providing an extraordinary level of service during recovery from Hurricane Harvey.  First Data provides transaction processing for merchants. In the wake of the hurricane, service was knocked out across the region.  Using MapAnything, First data created a view of all of their affected merchant customers so they could prioritize and plan service calls.  Using LoT information, and information pulled from Salesforce, First data located, prioritized and addressed outages across their customer base. First Data’s field team was  able to quickly get these merchants online and back to business.

Two other customers, Legg Mason, a global asset management firm and Silverline, a leading Salesforce advisory, technical implementation, and ongoing managed services provider, will explore how they reduce the cost of sales, optimize territories and streamline routing and scheduling using MapAnything.  Both of these companies serve customers in areas where local address systems are are difficult to navigate by reps. Like many of our customers, they are challenged with meeting field sales and service objectives. These companies are building stronger customer relationships using MapAnything.

I hope you’ll join us for our panel at Dreamforce, on Tuesday, September 25th at 10:00 a.m.  at the Marriott Marquis, Foothill, G1-G2.


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Brian Bachofner

By: Brian Bachofner
Chief Marketing Officer at MapAnything

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