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: This masterclass episode focuses on "Unlocking Hidden Allies." It teaches sellers how to use tools like TeamLink and Best Path In to find mutual connections and leverage existing team relationships for warm introductions to target accounts. [S1E6] Client Relations
: Discusses how a major bank uses AI to speed up resolution times and eliminate after-call work, allowing advisors to focus on building deeper relationships rather than administrative tasks. AI responses may include mistakes
: Features Daniel Marovitz (SVP at Booking.com), who discusses using data visualization to better understand client relationships and improve conversion rates. Service & Operational Features : Discusses how a major bank uses AI
: Outlines strategies to identify and prioritize AI use cases to elevate B2B client relationships . Professional & Strategic Insights
Several series within Salesforce+ have explored client relations in their Season 1, Episode 6 installments, focusing on their AI platform: