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.