19 minutes | Jun 10, 2021

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.
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