How to Profit from Your Contact Center

Outbound Calls

When we combine service with sales, we can utilize Salesforce and Financial Services Cloud to enhance experiences for the client and upskill and empower your agents to begin making outbound phone calls. Salesforce helps financial institutions achieve what they consider are the “3 V’s” of outbound phone calls: volume, velocity, and value. Instead of waiting for inbound phone calls, your bank can be more proactive by dialing customers, here’s how.

Salesforce’s same automation, intelligence and real time capabilities for inbound calls come together to simplify outbound calling. Automation works to create leads and funnels them directly into your Salesforce instance. It creates specific lead types based on customer profiles and lead scores. Once those leads come in, your bank can use auto-generated sales cadences to outline what you can do for this customer in your initial point of contact as well as guides for follow up interactions as well. This helps to shift your focus away from outreach over to velocity and how quickly you can start calling these customers. In just one click agents can dial the customer and the call script loads on the same screen. It then becomes incredibly easy to manage what’s triggered that lead score, what’s happening on the lead score, as well as seeing the stage of the lead and what the next best interactions are going to be for that customer.

Salesforce Call Center Use Case

A bank approached Salesforce with a serious dilemma: they recently underwent a merger and now they have to call 400,000 customers in a 9 week timeframe. Further, this bank needed all of their retail bankers making these outbound calls, but the problem with that was they were averaging around 1,000 calls per week and the contact rate was only 13%. Using automation, intelligence and real-time data, Salesforce was able to create a targeted list of customers that reduced the original number of 400,000 to just 250,000 in order to generate the highest impact. Salesforce routed these targeted leads directly into the instance and auto-generated cadences for reps to follow, helping the retail bankers focus less on who to call and what to say and focus more on calling large numbers of clients. Using this method those same retail bankers who previously were making around 1,000 calls a week were able to make 236,000 calls in 9 weeks with a 45% contact rate. They also were able to generate an additional 6 millions dollars in deposit growth in the first 30 days of the campaign. This not only significantly streamlined efforts, but resulted in this bank saving substantial amounts of time and money as well.