Five Things Financial Services Companies Running Salesforce Need to Know

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Five Things Financial Services Companies Running Salesforce Need to Know
Salesforce — and related products like Financial Services Cloud — has long been the CRM of choice for BFSI companies.

But the platform is growing, and more organizations are using it for business activities that fall outside the scope of sales and marketing. With that, the approach to governance is changing, too — something that is of vital importance for heavily-regulated FinServ and related companies.

What constitutes good governance for BFSI companies running Salesforce in 2024? Read this eBook to find out.