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AcceCentric For Banking

$50 USD per user per month



Listed On


Latest Release



Banking, CRM for Banking , salesforce banking, financial services

AcceCentric is complete Banking CRM Vertical for retail and corporate built on Salesforce with the following features: 360 View of the customer, Campaign management, Sales management, Complaints and service requests, and Contact Center

  • Complete 360 degree single customer view for banking
  • Sales and service processes for banking
  • Marketing for banking
Single View of Customer include Customer products, Customer profile, All open complaints and service requests, Offers, best next offer & campaigns, ongoing applications, Products eligibility, cross-sell and upsell, Customer interaction capture and display.####Sales Management include Prospect capture and assignment, Opportunity capture and assignment, Structured opportunity capture, Sales process configurator, Tele-sales / Direct sales queues , Sales performance reporting.####Complaints Management include Structured complaints and SR capture , segment driven SLA , N level escalations , Automatic routing and assignment , Case process configurator , Case dashboard.####Marketing Automation include Campaign management , Campaign activity management , Campaign dashboard , Target Market List (TML) Management##Phone, SMS, e-mail, web site banner, etc.####Contact Center include IVR based authentication, 360-degree customer view popup, Tele-marketing, Disposition / wrap up codes, Unified agent desktop with single sign-on.####Our solutions cover Retail banking, corporate banking, wholesale banking, wealth management, private banking, priority banking and insurance


  • Compatible with Professional, Enterprise, and Unlimited EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 59
  • Custom Applications: 1
  • Custom Tabs: 10

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support Using the AMC contract, Acceinfo assures that any software issues that are discovered in the software will be resolved and a fix will be offered to the customers

Additional Information

Package Name
AcceInfo / 3.0.0
First Release
Latest Release

Data Sheets

Toronto , Canada

Acceinfo is a Canadian company focused on Information Technology consulting ##that provides an unmatched level of personalized service and efficiency.####We do this by developing strong relationships and understandings of ##our client's needs and empowering our professional developers with ##proven, current, innovative software development tools and hardware.####Through our consulting experience we have created reliable and reusable ##solutions and components, which both enhance our service offering and ##dramatically reduce time-to-market. In order to provide complete turnkey ##solutions and one-point accountability####Over the years, we at AcceInfo have successfully completed a wide range of projects ##for different industries and business sectors. The projects differ in their scope and ##duration. For all of the projects, we do our best to remain cost-competitive vendors, ##leveraging our technical expertise to provide high quality solutions in time

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