Salesforce  is a global cloud computing company that provides business software to banking and other industries. Famous for its Customer Relationship Management (CRM) systems, it offers financial institutions the ability to better understand their customers through personalized interactions with each user.

The integration of Cyberbank and Salesforce generates a range of functionalities for users through the Web and Mobile platforms provided by Technisys. It makes it possible to manage and analyze customer interactions, anticipate needs and desires, optimize profitability, increase sales, and customize campaigns to attract new customers. 

The integration of Salesforce into Cyberbank allows:

• Generating personalized customer service experiences: Sales agents can make better decisions to sell financial products based on the data provided by Cyberbank and processed by Salesforce.
• Interacting with each customer through all channels generated by Cyberbank.
• Enhancing Cyberbank’s marketing campaign system to more efficiently meet customers’ needs and offer them products tailored to such needs.

Key Benefits:

• It streamlines customer relations: The automation of processes makes it possible to offer services to increase the daily productivity of financial institutions.
• It provides an intelligent platform: Cyberbank and CRM work together to enable the collection of resources through which customer data is processed and interpreted. In addition, the platform provides up-to-date information on the progress of users at different stages, boosting the efforts of marketing, sales and customer service teams. 
• It simplifies customer service through CRM created for banking. It allows financial institutions to generate ad-hoc strategies based on understanding the customer’s journey through channels and services. Satisfaction levels are increased from onboarding through each solution presented to the customer.

Key Features:

• It centralizes all relevant information obtained from Cyberbank, allowing the agile use of information.
• By means of the use of applications, the platform configures push notifications to start the sales process with offers created especially for each user.
• Behavioral understanding service based on Artificial Intelligence (AI), which is increasingly assertive as it learns according to the user’s experience.
• The platform allows collecting every task to be performed during the day for the sales agents. The information of each user is stored for personalized attention so that the interests and needs of the customers are analyzed.

Salesforce enables:

• Empowering sales teams to work focused on the customer.
• Facilitating marketing teams’ work, delivering campaigns according to each customer.
• Easily integrating into the platform through the use of Rest API.
• Creating simple, seamless business experiences that help increase revenue, engage customers, and connect commerce to the rest of the business.
• Providing consistent, personalized support in every customer interaction by automating services, including AI-powered chatbots.