facebook pixel
Want to store customer data in one place? Karen Alvarado, VP of Retail Banking at OneUnited Bank, shares how her team organizes customer data with a single source of truth, and cross-trains so any staff member can help any customer -- courtesy of Service Cloud. #Salesforce #SimplyPut #OneUnitedBank Watch more episodes of Simply Put on Salesforce+: salesforce.com/plus Simply Put: Discover how these companies used Salesforce technology to revolutionize their business and customer needs. 0:00 - Simply Put, VP of Retail Banking at OneUnited Bank 0:20 - Intro 1:06 - Karen Alvarado’s authentic experience 2:00 - How Salesforce assists OneUnited Bank’s customers 3:32 - Tip #1: Compassion is service 4:04 - Tip #2: Learn from history 5:18 - Tip #3: Speed up the teamwork 5:41 - Tapping the potential of customers Subscribe to Salesforce: bit.ly/SalesforceSubscribe Learn more about Salesforce: Website: salesforce.com Facebook: facebook.com/salesforc...

 458k

 24

 458k

    Suggested Credits
    Tags, Events, and Projects