books
YOUR SUREFIRE GUIDE TO CRM SUCCESS
A BEGINNER'S GUIDE TO FINANCIAL SERVICES CLOUD
A BEGINNER'S GUIDE TO FINANCIAL SERVICES CLOUD
Given our experience in seeing how clients succeed and fail with their CRM implementations, Randy Davis and I wrote a book that helps organizations better prepare for, implement and support their CRM applications. In this book, we share a lot of customer stories however we do not disclose the customer's names.
A BEGINNER'S GUIDE TO FINANCIAL SERVICES CLOUD
A BEGINNER'S GUIDE TO FINANCIAL SERVICES CLOUD
A BEGINNER'S GUIDE TO FINANCIAL SERVICES CLOUD
When launched on 2015, Financial Services Cloud was a new product that both incorporated existing Salesforce functionality but added new features specific to the Financial Services industry. This book helped early adopters of FSC understand its capabilities and how FSC can be implemented to drive more business value.