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Be the Bank Your Customers Love
Trail

Be the Bank Your Customers Love

Embrace customer-centric business practices and inspire customer loyalty.

Start
+800 points
Beginner
End User
~50 mins

Skills you will gain

Complete the Trail to build your expertise. Learn More
  • Sales Management
  • General Sales Practices
  • Business Strategy
  • Business Operations
  • Customer Service
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  • Sales Management
  • General Sales Practices
  • Business Strategy
  • Business Operations
  • Customer Service
  • Marketing Strategy and Techniques
  • IT Management
  • Business Solutions
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+800 points
Beginner
End User
~50 mins
+200 points
Module

Digital Banking Basics

Learn about key industry trends and how banks can use Salesforce to adapt to them.

~15 mins
+300 points
Module

Intelligent Marketing, Sales, and Customer Service for Banks

Learn how the Salesforce platform transforms banking in the Age of the Customer.

~20 mins
+300 points
Module

Sales Strategies for Retail Banking

Build a customer-centric sales model for your bank.

~15 mins
~50 mins