Analysis and implementation of a depot management the Salesforce platform

Abstract

The creation of a comprehensive and complete representation of the customers of a financial company is one of the great economic challenges of the last few years, which has also gained in importance due to the advancing digitization of corporate processes. Companies in the financial sector are known for adopting new technologies at an early stage, especially with regard to so-called cloud computing. The use of a wide variety of systems and the acquisition of data from a wide variety of sources result in great complexity in the merging of this data. Work is more efficient and easier when customer data can be collected, accessed and edited in one place. This possibility is offered by the Salesforce platform, which makes its so-called CRM functionalities, which stands for Customer Relationship Management, available as a platform.