Customer Profile

Have a look at the customized Customer profile in Salesforce Financial Cloud.

It displays all known information about a particular customer.

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You can find important fields in highlight panel. There are quick actions like edit lead, create case or make a note, etc.
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Details - Access all fields of this lead.
Activity - It will have details of activities like "Log A Call". "Email" etc.
Chatter - You can communicate with your Colleagues.
News - You can access news related to this lead.
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Check the lead score and determine the actions you want to perform for the lead. You can send follow-up email directly from the Salesforce interface.
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“Convert” action to convert lead into Account, Contact and Opportunity.
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You can decide whether you want to convert the lead in new or existing account, contact or opportunity (optional) for lead conversion.
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When your lead is converted, you can view all the records generated from the lead such as account, contact and opportunity details.
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You can view important fields in highlighted panel and can have access of key fields and guidelines for guided setup of sales path.
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When an opportunity is qualified the probability will be automatically updated based on the sales path set by administrator.
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On Proposal/Price Quote stage, the opportunity will have quote and product details proposed to customer.
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On Negotiation/Review, you can add negotiation details like discounts that you want to offer to the customer. Also, you can setup approval based on discount entered.
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You can close your opportunity directly from sales path.
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You can select the opportunity is Closed-Won or Lost from this list.
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Congratulations! Opportunity successfully closed-won. We hope the demo helped you to understand the tool better. Thank you.
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