A Convincing Calculator

Making It Easy to Demonstrate Value

Salesforce wanted to connect with current and future retail banking customers to show them how much money they might be leaving on the table. Bleu created an easy-to-use calculator that could quickly demonstrate the potential business value of the Salesforce Lead and Referral Engine.


Results in Just Four Questions

To catch the attention of busy bank executives, simplicity was a must. So we distilled an overwhelming number of questions—provided by Salesforce and based on research from Confirmit—down into four simple ones. Because of the calculator’s user-friendly layout, it quickly delivers hard-hitting and personalized data. Plus, for users looking to drill down into the data, each question accordions open for further customization.

The Proof Is in the PDF

After completing the questions and registering to view their results, users are offered a free customized value report. This downloadable PDF, tailored to their business, quickly shows how Salesforce can help increase their revenue—a valuable sales leave-behind tool. In addition, the user is given access to exclusive banking white papers and other useful content. By urging registration, the PDF helps generate retail banking leads for Salesforce, as well.

PDF generated by the calculator

The Big Reveal

The Retail Banking Value Calculator made a splash at Dreamforce 2014 in San Francisco. Demoed live in the Financial Services booth, the calculator attracted conference attendees and Salesforce executive team members alike. Now in market, the calculator is being used by banking executives around the world to demonstrate the value of the Salesforce Lead and Referral Engine for their business—and helping Salesforce capture warm leads.

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