Find the right resources for appointments based on skill matching.Schedule customer appointments with defined topics, attendees, duration, and location.Appointment templates also tell us what skills are needed for an appointment topic (work type group). Define appointment templates (work types), to link appointment topics with particular locations, and define key appointment parameters like appointment duration, prep and wrap-up buffers, and availability timings.Create appointment topics (work type groups), such as home loans or investment.Define branch and office locations (service territories) and operating hours.Create records that represent the bank’s appointment attendees (service resources) and add details about their areas of expertise (skills), location, and availability.She learns that Salesforce Scheduler can: Srilakshmi finds time to chat with her admin friend Matt and quiz him about the benefits of Salesforce Scheduler. With Salesforce Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. With Salesforce Scheduler, Cumulus Bank can provide personalized experiences to all its customers by precision-scheduling appointments-in person, or by phone or video-with the right person at the right place and time. After hearing these wunderkinds rave about this new feature, Sri wants in on the action. Ryan’s a rising-star financial advisor and Matt’s the all-star admin at Cumulus Bank. She recently heard colleagues Ryan and Matt chatting at the water cooler about a supercool feature that Salesforce rolled out called Salesforce Scheduler. Sri is passionate about what she does and constantly looking for opportunities to improve processes. Srilakshmi, “Sri”, a client associate at Cumulus Cloud Bank, assists financial advisors and wealth managers in planning, organizing, and scheduling so they can focus on what’s important: helping clients succeed.
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