Every financial institution is different, but certain core functions are pivotal for organizational success. This includes automatic classification and integration of vital customer data points across sales, service, and marketing, with generated insights automatically provided when and where they’re needed most through a single, cloud-based UI. This is why having a strong support team who can effectively implement Salesforce technology in a way that works best for your business’s goals is important.

Having a Salesforce implementation that is curated specifically for your business makes a difference in terms of enhanced performance, authentic customer experiences and reducing a burdensome amount of spreadsheets. Access Global Group eliminates the headache that results from a cumbersome implementation process without the help of a qualified consulting team. AGG’s team of experts has an extensive understanding of Salesforce and implementation processes which allows us to ascertain key facts and information to empower your business from the ground up.

An FSC integration means that your team will be able to automatically categorize incoming queries, ensuring that customers are paired with an accurate answer in the shortest amount of time possible. Furthermore, automated classification and routing of service queries reduces the amount of time spent keying in basic customer data or relaying basic answers—allowing human reps to focus on more nuanced cases that demand human attention.

Don’t exhaust your resources with manual integrations — Access Global Group can equip you with a powerful infrastructure to not only fully connect your team across digital communication systems but to also simplify opportunity recognition and automate organization through real-time dashboard updates.

Reach out to one of AGG’s qualified team members to learn more about how you can get started today.