Use Cases

Filtered by Banking close

Mortgage Loan Cross-sell

SalesHero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying behavior …

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CRM Data Quality Maintenance

SalesHero increases the accuracy and reliability of customer data for financial institutions by accurately automating CRM/databases …

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CRM Activity Tracking

SalesHero automatically logs and updates CRM records for bankers, allowing them to give better serve and …

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Scheduling Automation

SalesHero reduces the back-and-forth it takes to schedule an appointment by drafting a response with the …

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Best Next Step

SalesHero augments bankers’ behaviors to improve conversion rates by providing next best step recommendations based on …

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