Salesvue helps Commercial and Business Bankers capitalize on their Salesforce investment by enabling their teams to be more efficient in their daily efforts.

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Take the next step to become an efficient, data-driven sales organization.

Reach the right prospects faster with Salesvue, giving more time to focus on important selling tasks.

Salesvue helps bankers prospect more efficiently by removing friction points.

  • Free Up Time. Allow your bankers to free up their day to focus on high-value activities by automating time consuming tasks.
  • Generate Prospecting Lift. Prospect efficiently to top priority accounts by showing the best next step based on Salesvue email scoring.
  • Expand or Focus Your Efforts. Use our automation capabilites to reach prospects at scale while freeing up time to focus on your most important opportunities and relationships. 


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Build upon current relationships, reaching clients with ease.

QBR email task

Salesvue enables bankers to build better relationships automatically.

  • Have Better Follow Ups. Stay on top of following up with key clients and prospects to be top of mind when their business needs change. 
  • Utilize Automation. Automate your processes, so you become more efficient and simplified, and stop taking time away from high-value tasks.
  • Stay Connected. Ensure that you stay in front of your clients, whether it’s by simplifying the quarterly business review process or facilitating a conversation with their counterparts in the other areas of the bank. 


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Provide management with the tools needed to create alignment and scale best practices.

cadence builder for banks

With Salesvue being Salesforce-native, expand upon that investment to get more out of your CRM.

  • Improve Handoff. Improve the handoff between Relationship Managers and their peers in Wealth, Treasury Management and other partners at the bank.
  • Work Together. Help create better alignment between all divisions within a bank to collectively sell the whole bank.
  • Organize the Day. Use Salesforce to help organize a banker’s day by surfacing all their upcoming tasks, eliminating guesswork and the risk of things falling through the cracks.
  • Scale Best Practices. Leverage Salesforce reporting to find what’s truly working and create actionable insights into ways to improve everyone’s efforts.


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See how Salesvue can provide the playbook for your team, make Salesforce work better for you, and give you more insightful analytics.