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Ignite EngageHub
The way you engage with customers will be your primary differentiator
Overview
Ignite EngageHUB offers financial instructions a managed package to engage with customers and prospects using the financial institutions current installation of Salesforce.com.
Sales levels are raised due to relevant recommendations that fulfill current needs
No more guessing, the right product(s) are recommended and opened.
All engagement now done within salesforce for ease of capturing the conversation and products recommended at the point of sale
EngageHUB provides an embedded user experience within Salesforce to drive relevant, compliant, and engaging conversations with a ML driven sales engagement directly within Salesforce. Customers and prospects are guided to the right products that meet their needs. All products recommended, uncovered and opened are captured within each opportunity and account automatically. • Banks using Ignite in the branches or for in-person small business sales calls see a reduction in sales administration time of up to 45 minutes per customer engagement because Engage Hub automatically populates Salesforce with critical information such as lead information and products recommended and relieves the banker from having to manually enter the information. • The accuracy of information flowing into Salesforce is increased by as much as 80% over manual input, improving the understanding of customer needs, and circumstances • Engage Hub also increases the effectiveness of post customer engagement marketing efforts by easily populating Salesforce and other automated marketing systems (AMS) with highly accurate, up to the minute information about ongoing customer needs, plans and desires.
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package