Ep. 004: Petr Sramek - How does Moneta Money Bank utilize Salesforce in B2B?

Petr Sramek is a Salesforce efficiency manager (SFE) in the Commercial banking department at Moneta Money Bank which servers around 1 Million clients today. What are the best practices of using Salesforce Sales Cloud? Find out more about how Moneta Money Bank benefits from Security – Salesforce shield experience, Lightning transition and de-customization story, Tableau CRM or myTrailead they use for onboarding.

If you’re a marketer or a salesperson and want to know more about the digital transformation , contact Jiri, he’ll give you a consultation→ or fill the form below.