“With Salesforce, not only do we get real time reporting, but by consolidating all of our feedback — almost 55,000 cases each year — we can get more accurate reporting, spot trends more quickly, and identify and fix issues.”
“Salesforce gives our investment advisors a platform to build deeper relationships and deliver an enhanced experience to their clients.”
“Salesforce gives us a view of every facet of our customer interactions. It’s the key to continuing to grow and nurture all of our relationships and deliver on our movement and mission.”
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