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i2i Logic Plugin for Salesforce
Critical customer intelligence for corporate & commercial banking
- Industries
- Financial Services
- Business Need
- SalesSales IntelligenceSales Productivity
- Requires
- Sales Cloud
- Compatible With
- Sales CloudFinancial Services Cloud
The i2i Logic Plugin for Salesforce is an add-on module for existing users of the i2i Logic. The i2i Logic advanced analytics platform for corporate and commercial banking generates critical intelligence on your customer’s needs.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudFinancial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseDeveloper
App Details
- Version
- i2ilogic-ci/March 2024 1.2.0
- Listed On
- 05/01/2024
- Latest Release
- 05/01/2024
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 4Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 8App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
The i2i Logic advanced analytics platform for corporate and commercial banking generates intelligence on customer needs - linking those needs with actions for the bank and provides supporting collateral in seconds. The intelligence is delivered via a digital platform to be used by bankers and advisors at their desks and in the field directly with their clients. Typical users include relationship, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. The i2i Logic platform enables you to - • Identify prospects or product opportunities for existing clients. • Provide sales leads and highlights relevant conversation topics. • Enrich client discussions with a digital interactive pitch book. • Lead your client through relevant analytical scenarios to uncover their needs and opportunities. • Spend more time with clients by automating manual analysis and presentation preparation. • Drive professional development across your front line at a fraction of the cost.
Need help?
i2i Logic
Please contact at info@i2ilogic.com