“The benefits of Salesforce and FISERVE DNA”

Daouda
3 min readApr 18, 2024

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Image acquired from https://www.talkdesk.com/contact-center-platform/integrations/salesforce/

Salesforce is a customer relationship management software that allows businesses to gain insight about their customers. Companies throughout the world use Salesforce to improve their relationships with their customers. Salesforce provides an overview of interactions a customer has had with the company, their preferences/interests that they have listed, and their personal information. With all the attributes, Salesforce analyzes all the data and information and creates a personalized experience for the customers.

With all the information compiled into one unified software this allows a company’s teams to all be on same page when it comes to working on customer relations. All team members will have access to the same information that is shared throughout the company and projects revolving around customer relations can easily be tackled since the hassle of collecting data is removed from the process. If there is a project on trying to improve specialized content for a customer, they can easily look at their data on Salesforce and try to build a certain method or implement an algorithm that will provide certain specialized content to a customer.

Image acquired from https://silverlinecrm.com/financial-services/banking-lending/fiserv-salesforce-integration/

Now businesses can also implement FISERV DNA into their arsenal of tools. FISERV is a financial technology provider that offer banking and lending solutions. Integrating FISERV into Salesforce allows companies to better their relationship with customers and bring together customer details along with their financial details. Question that might be asked on this topic is, why would anyone want to integrate Salesforce FISERVE together? The answer to that would be to improve the ability to create solutions that involve financial decisions. Running a business doesn’t know only entail maintain a good relationship with the customer but also figuring out how to deal with finances in a proper manner.

Including tools that exist to handle finances into an already well-established CRM allows better workflow for a company and, once again, takes out the hassle that would be incorporated if the there wasn’t such a tool. A business lacking this tool could possibly have various company teams working together to build a solution which does not necessarily mean a bad thing, but it takes out time that could be invested to other matters that the company needs to handle.

Overall, using Salesforce and FIVERSE can only add more benefits to a business’s workflow. With a CRM, the goals of bettering relations of customer and company becomes much easier to achieve and helps build long lasting effects for both parties involved. Both aim to maximize the potential a company can unlock through their countless tools and minimize potential errors that could occur.

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