Zions Bancorporation Deploys Salesforce Customer 360 - Case Study

Zions Bancorporation Deploys Salesforce Customer 360 - Case Study

Summary

Use Case: Zions Bancorporation Deploys Salesforce Customer 360

Exceptional customer service is a must for consistent business growth. Companies that focus on offering great customer service witness higher sales growth and lower customer churn; discover hidden cross-selling and upselling opportunities; consistently improve their product and service portfolio as per customer requirements; and make better customer-centric business decisions compared to peers that offer mediocre customer service. In order to offer exceptional customer service, companies must capture and store customer data in one place and ensure that all concerned employees are able to access the data from anywhere. A customer relationship management (CRM) system helps companies capture and store customer data in one place and make it accessible to all stakeholders. As a result, a growing number of companies have been investing in CRM systems to remain competitive in their respective markets. One such example is Zions Bancorporation’s implementation of Salesforce Customer 360, a cloud-based integrated CRM platform.

Scope

• Zions deployed Salesforce Customer 360 to quickly and seamlessly serve customers seeking loans under the US Small Business Administration’s Paycheck Protection Program (PPP).
• Salesforce’s solution helped Zions develop and deploy a PPP customer portal that allowed customers to quickly complete a digital PPP application, submit required documents, track the status of their loan application, and communicate with loan officers where necessary.

• Learn about Zions’ implementation of Salesforce Customer 360.
• Identify the major challenges faced by Zions.
• Gain insight into the deployment of Salesforce Customer 360.
• Discover the key benefits Zions achieved following implementation.