Story Behind the Need

Business group: CRM, Sales & Branch Performance - Performance engineering team, part of Customer Servicing engineering in Scotia Digital, focused on providing solutions that assist front line staff across channels in deepening relationship with customers, providing better service and offering better products to them, and help improve sales & productivity along the way.

Project: MVP4 initiative of our Retail Salesforce instance – Salesforce MVP for additional functionalities – within Salesforce, they sell additional features and functionalities – what is required here is customization and integration of existing systems to those features

Scope of project:

Management & Prioritization: Delivered in FY23 and provides a prioritized list of Campaigns leads and reporting. Also, cross channel suppression to increase productivity and reduce channel conflict on customer contact

2.Calendar & Agenda: Adding agenda/calendar manageme...