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The lead & referral engine brief

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Lead and Referral Brief

With The Salesforce Lead & Referral Engine, small and large banks can better intake, distribute, manage and nurture leads from any channel, business line, or product and convert them to new accounts. Fill out the form to the right to scan a brief overview of the solution and how it helps banks recover lost revenue, increase upselling and cross-selling opportunities, and retain customers like never before.

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With The Salesforce Lead & Referral Engine, small and large banks can better intake, distribute, manage and nurture leads from any channel, business line, or product and convert them to new accounts. Fill out the form to the right to scan a brief overview of the solution and how it helps banks recover lost revenue, increase upselling and cross-selling opportunities, and retain customers like never before.

 
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