It’s a relief to Paramita and Amanda that Cumulus Cloud Bank manages all the important steps of getting the loan for their dream trip. She’s also able to set up appointments herself to discuss any urgent questions or concerns that they have over a call. Paramita quickly gets going with the loan application workflow, and future appointments are seamlessly booked for her. Yasser easily does so as Salesforce Scheduler shows him the availability of the loan officer and conference room. He quickly confirms that she’s eligible for the personal loan.Īs a follow-up, he creates another meeting for them that includes a loan officer and a conference room at the branch. Yasser not only understands Paramita’s financial history and current financial situation, but also has a clear idea of the types of rates and amounts she’s eligible for. When Paramita and Amanda arrive, they meet an advisor named Mohammed Ali Yasser. Paramita logs into the bank’s website and quickly schedules an appointment, selecting the branch closest to their apartment and the Personal Loan meeting topic. Paramita has been a long-time customer of the bank and recounts that her experience with the bank has always been stellar.Ĭumulus Bank uses Salesforce Scheduler to streamline appointment booking. Fifty-five percent of customers say their experiences are disconnected.Īmanda’s partner, Paramita Roy Chakraborty, suggests that they try Cumulus Cloud Bank.Sixty-three percent of agents at high-performing organizations spend most of their time solving complex issues vs forty-three percent at underperforming organizations.Seventy-two percent of customers expect all company representatives to have the same information about them.In fact, research has given us the following facts and figures. She’s disappointed that the experience was so impersonal.Īmanda’s expectations were reasonable. Amanda feels that the first half of her appointment was wasted reviewing information the bank already had. He isn’t aware that Amanda is already a valued customer at the bank with several savings and investment accounts. When Amanda finally meets the specialist, the latter begins by asking questions about her financial history. She reluctantly agrees to another appointment 3 days later. There was a mix-up and the loan specialist didn’t have Amanda on his calendar. When she arrives at the bank branch for her appointment, the loan specialist isn’t available. She explains her requirement and they agree to an appointment for Tuesday afternoon. Amanda calls the bank she’s been banking with for years to make an appointment with a loan specialist. Amanda and her partner have been planning for this trip for the past few months, but they need a personal loan to finance their much-awaited trip. The new year is around the corner and Amanda Verma, a consultant based in San Francisco, has finally zeroed in on her dream destination for a holiday vacation: Maldives. List the benefits of using Salesforce Scheduler.Outline the pain points of customer appointments.After completing this unit, you’ll be able to:
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