Vertical IQ Enhances Integration with Salesforce.com
RALEIGH, NC; June 2, 2014 – Vertical IQ, Inc. announced today the availability of enhanced
Salesforce.com integration for its call preparation tool for bankers. This new version of Vertical IQ’s web
portal provides single sign-on capability for users, making it easy for them to assess Vertical IQ’s industry
insight from accounts, leads, and opportunity records within Salesforce.com. Industry codes within
records of Salesforce.com also automatically populate the search capability within Vertical IQ to link users
to the appropriate industry profile for their prospect or customer.
Ameris Bank, headquartered in Moultrie, GA, is an early user of the integrated solution. Mike McDonald,
Director of Business Banking for Ameris Bank, observed that “making it easy for our bankers to access
industry insight within Salesforce.com is a real game changer in terms of improving the quality of our
conversations with clients and prospects. Our bankers will be better prepared to discuss relevant
business issues and trends unique to the customer’s industry.”
Implementation of the integration is fast and flexible to fit each bank’s usage of Salesforce.com. “We’ve
done the heavy lifting for the integration, so a bank can implement the changes in Salesforce.com and be
up and running in less than 30 minutes,” said Bill Walker, Executive Vice President of Product Strategy at
Vertical IQ.
About Vertical IQ, Inc.:
Vertical IQ, Inc. enables bankers to have smarter conversations with customers and prospects in a wide
variety of industries. It provides easy-to-digest content on working capital, capital financing, risks, trends,
news and banking solutions for each industry, allowing bankers to quickly prepare for sales calls and
client conversations. Learn more at http://verticaliq.com/.