Marketing Cloud, Trailhead...
Inter-American Development Bank
The Inter-American Development Bank is a Trailblazer, creating a data-driven loans and grants process that transforms communities nestled into the heart of the mission.
FHLBank Atlanta is a Trailblazer, Empowering Employees to Empower Communities
A changing world calls for a changing bank.
The IDB builds a data-driven platform on the cloud.
The IDB team built a relationship management platform on Salesforce, a CRM knowledge base that delivers the collaborative intelligence of the Bank to any employee, working on any loan or grant, anytime, anywhere through three key functions:
- Outreach and engagement: “We started with Marketing Cloud,” said Daysi Andrades, Lead IT Specialist for IDB. “We use it to disseminate information and to keep everyone up-to-date on what might influence their loan or grant application.” The team also uses it to manage social listening, keeping themselves up-to-date on real-time conversations.
- Opportunity management: the IDB then added Service Cloud. Information from IDB’s research efforts, learnings from its email and social activities, and meeting notes from in-country reps are all gathered in a profile-like setting, creating a 360-degree view of the project as well as any resulting loans or grants.
- Self-service communities: online community groups were launched on Community Cloud, giving Bank employees, their government clients, and partners in the region a 24x7, self-service access to report on a project’s status, check performance, and review ROI.
- Collaboration: most recently, the team layered on Quip, online documents that enable the team to share information, drive discussions, and take action directly from plans and notes.