Exceeding customer expectations, faster
As a proud Salesforce Consulting Partner, the Vertical Relevance Customer Experience & CRM team use their deep knowledge in all of the core Salesforce clouds, including Financial Services Cloud, to drive customer-centric experiences. VR’s teams are laser-focused on quality, whether providing a single view of customer data, improving efficiency across marketing, sales, and service, or leveraging industry expertise to deliver bespoke financial services solutions.
Our team’s differentiated ability to add immediate value stems from our background in management consulting and advisory – we are equipped to provide actionable assessments of your organization’s customer experience gaps, with recommendations for process and technology improvements, accompanied by meaningful metrics. We provide visual, concise roadmaps for growth and help you connect the dots across marketing, sales, and service. We marry this big picture capability with rigor and attention to detail in all of our projects and implementations across business and technology.
If differentiation through customer experience is one of your goals, come talk to us — from strategy and design through execution and training, we can help.