Listening carefully to client concerns and goals and responding quickly couldn’t be more important—especially when you’re talking billions of dollars under management and a client list that includes AT&T, Coca-Cola, and the Bill and Melinda Gates Foundation (and that’s not moving too far down the alphabetical list).
Global investment firm Russell (ever hear of the Russell 2000?), recently began using Ribbit for Salesforce to help its team of 30 sales professionals improve its productivity and effectiveness in working with institutional and corporate clients.
“For my sales users, the biggest benefit of using Ribbit for Salesforce is being able to call in meeting notes directly after a meeting,” says CRM Intelligence Manager Linda Thompson. “That way important sales information doesn’t get lost or forgotten because they have to wait until later to login and type the meeting notes.”
And the best part, according to Linda? “Being able to flow that information directly into Salesforce CRM is a big time saver.”
We love hearing the ways our customers are seeing benefits utilitizing Ribbit for Salesforce. Have a story to share? Please contact sia [at] ribbit.com. We’d love to tell the world about you.
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