NAB embeds analytics directly into Salesforce CRM
- Joseph K
- Apr 23, 2020
- 1 min read
NAB is embedding analytics directly into the CRM environment used by sales and other internal staff to support its relationships with mortgage and finance brokers under its purview. Customer relationship management (CRM) enablement manager Shannon Berk told the recent (virtual) Salesforce World Tour event it is using Salesforce’s Einstein Analytics product to help salespeople determine how best to invest their time, and to help leaders understand the broker business’s performance.
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