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SalesForce

CRM Software & Cloud Computing Solutions – Salesforce EMEA

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CRM Software & Cloud Computing Solutions – Salesforce EMEA

Integrate frictionless digital account opening forms, onboarding transactions and service forms into your Salesforce.com ecosystem and seamlessly offer engaging, mobile-responsive customer experiences. Empower staff to begin new customer on-boarding or account/loan applications from within Salesforce and then share links to the product applications with customers to complete themselves. Extend your Salesforce environment to customers that don’t have a Salesforce login.

Overview

Responsive forms

Launch pre-filled, mobile responsive forms from Salesforce

Upload documents

Capture customer input and uploaded documents directly in to your Salesforce record

Real-time customer engagement

View customer / prospect data as it is entered for real time customer engagement

Application visibility

Have visibility on a customer basis of new applications that have been Started, In Progress, Completed and Abandoned

Push reminders

Leverage Salesforce capabilities to push reminders to help encourage customers to complete the application forms you’ve sent to them

Exchange form based data

Enable your staff to exchange form based data with customers directly from Salesforce processes

Easy integration

Leverage the benefits of other integrations for ID scanning, Identity Verification, Account Aggregation, eSignatures etc. within your Salesforce environment

Features

Extend the reach of SaleMove to your customers and partners.

  • SaleMove is an award winning software company and a two-time Finovate “Best of Show” winner.
  • SaleMove increased online claim form conversion 300% for a top five insurance company to on their corporate site by having an online helpdesk walk online visitors through the eClaims process.
  • SaleMove works with a Fortune 500 insurance company to allow thousands of their agents to connect with their consumers through their personal sites.
  • SaleMove helped an alternative lending company to convert more traffic with their online approval option by having an agent walk online visitors successfully through the online application process.
  • SaleMove engaged with a Fortune 100 company convert more traffic from their corporate website to their subsequent sites by having a customer service agent answer questions through video.

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