Projects always come with challenges, but our transparent relationship with the Salesforce team and mutual trust allowed us to overcome all issues." As a result, the project was completed on time – in just nine months – and remained within budget. 360 degree customer view Financial Services Cloud offers NIBC lead management, account management and mobile capabilities while simplifying GDPR compliance . NIBC employees now benefit from a 360-degree customer view powered by artificial intelligence to solve problems in new and smarter ways. The solution was up and running throughout the unit in just three weeks.
We are constantly seeing an increase in usage. We have proven that we can deliver quickly and successfully and now employees want more,” says Amne. "Employees keep asking – can we do this next week?" Leverage analytics Although unusual for a first release, NIBC immediately Israel phone number list decided to add Tableau CRM (formerly Einstein Analytics ). “Throughout my career, I've learned that you can have great systems where employees enter data, but what matters is what you get out of it,” says Amne. "That's why it was crucial to me that we add Einstein right away. Now we can answer the questions we already had, plus new questions.
Today every board meeting is held with Einstein dashboards . “Everything is on display – the scoreboard, the sales funnel – and the insight allows us to work in a whole new way,” says Amne. A 5 star project Amne and her team are currently working on the next major release that will bring the entire customer credit lifecycle into Salesforce and integrate NIBC's risk management system. give other organizations that want to roll out Salesforce quickly, Amne has clear advice ready: "Take time to develop a good plan before you start and invest time to make sure everyone on the team understands exactly what you want to realize,” she says. "And always lead by example. This means stepping in, interfering and being involved.