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Dec 2017 - Market Perspective - Doc # EMEA43459917

Ulster Bank and Atos Complete a Pioneering Implementation of Salesforce Einstein

By: Douglas HaywardAssociate Vice President


In mid-October 2017, Ulster Bank completed one of the world's first full-scale Salesforce Einstein CRM implementations in the financial services industry, in a very tight timeframe. This Market Perspective reflects Ulster Bank's experience and learnings from the project, and gives the read-across for consulting and IT services providers looking to replicate the success of Atos with similar projects of their own. Key learnings include: be open to change and input from a wide range of sources in the early phases; make sure you do the prep and the legwork, including data cleansing; ensure stakeholder buy-in (at both ground level and at senior level); test thoroughly; and get users primed and trained, with the right expectations.



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