The Close-up How Revenue Grid Solves Frank’s Challenges See how a director of global tech strategy and innovation uses Revenue Grid to deliver innovative Secure Customer Data solutions that increase productivity for internal teams and have tangible value for customers. International Banc, Inc. deployed private servers ensuring complete security of customer data. Revenue Grid does not store any data and is compliant with international data privacy regulations like Privacy Shield Framework, GDPR, SOC 2, and more. No Conflicting Appointments Employees now use Lightning Scheduler Adapter to check real- time availability in both Salesforce and Outlook calendars automatically. FRANK FOREMAN Head of CRM Automatic Data Capture Director of Global Tech Strategy & Innovation at International Banc Inc. All business-related data from Inbox and Calendar to Salesforce is Frank needs to use technology to help the company reach strategic business goals faster. now captured in a secure way. This saves 10 hours per week per Frank must find, design the architecture of, and implement technology that will help the company employee, and makes Salesforce data approximately 33% fuller. streamline processes and remove or automate manual work. He also needs to convince upper Salesforce adoption is expected to increase by about 24%. management to invest in technology, advocating in favor of spending on the best solutions. His Goals: His Challenges: Build Better Reports - Make sure that solutions keep customer - Company policies do not allow customer International Banc, Inc reports in Salesforce are now based on data secure. data to be stored on third-party servers that might compromise data’s integrity. accurate and complete data. - Ensure that processes and routines are aligned between different teams. - Conflicting appointments lead to confusion and inefficiencies. - Streamline processes and remove or automate manual and routine work. - Different teams like sales and marketing need robust data analytics and strategy - Keep Salesforce adoption rates high development. and give different teams access to LEARN MORE ABOUT REVENUE GRID robust data visualizations. - Accurate reporting that is supported on-premises or private server deployment is needed for strategy development.