Salesforce is the world’s largest CRM platform, combining products for sales, service, marketing, commerce and IT teams.
The platform’s functionality for asset and wealth managers includes a CRM that unifies customer and prospect data, customer portals, online onboarding, analytics and automation, and marketing campaigns across email, social media, mobile, advertising and web channels.
Salesforce also owns numerous brands including the Tableau analytics platform, Slack for team workflows and communication, and Pardot for marketing automation. The platform also maintains an extensive library of partner applications.
Salesforce has 150,000+ customer ranging from small business to multinational corporations.
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