Terafina Omni Channel Sales Platform
The solution delivers a frictionless process to enable rapid revenue growth while lowering the cost of acquisition for targeting new and existing customers for a financial institution. The key capabilities are : Omni Channel - Unified experience across digital, call center and branch - One experience across desktops, phones and tablets Cross Sell - Combine lending and deposits products in one selling experience - Boost sales conversion by using all channels to progress and close customer experience Rapid go to market - 35+ pre-built connectors to core, LOS, KYC, funding and a mature framework to build new ones Cross Segment - Single platform to support consumer and small business segments drive deeper relationships and higher operational efficiency - Reuse customer data, integrate into common (back end) systems and cross sell across segments
Top keywords
- experience4×3.05%
- cross3×2.29%
- cross sell2×1.53%
- customer2×1.53%
- rapid2×1.53%
- segments2×1.53%
- sell2×1.53%
Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, and buying authority at a glance. -ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts. -Account Planning Suite: Strategic Account Plans with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts3×2.04%
- maps3×2.04%
- org3×2.04%
- org charts3×2.04%
- relationship maps3×2.04%
