Don't just add to your tech stack. Enhance it.
CRM systems allow you to scale your financial organization, but they also require reps to complete more work — a CRM system on its own does little to drive meaningful engagement with customers.
Salespeople are starting to demand more from their company’s technology stack. To increase CRM adoption your company needs to understand the needs of salespeople and deliver the right balance of tools. But sales and technology management organizations remain largely disjointed. Technology management doesn't fully understand the needs of frontline sales reps and sales organizations do not understand how their adoption and usage of technology impacts the larger organization.
Watch On-Demand to learn best practices for enhancing CRM performance:
- Predictive Content: Enable your CRM to recommend content for specific buyers and sales stages.
- Opportunity Personalization: Utilize existing CRM data to produce personalized, relevant content in minutes.
- Storage and Collaboration: Allow your team to save content straight to a folder associated with the CRM record.
- Training: Allow your team to discover contextually relevant training for each record.
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Webinar Presenters
Guest Speaker, Kate Leggett,
VP, Principal Analyst, Forrester
Kate serves Application Development & Delivery Professionals. She is a leading expert on customer relationship management (CRM) and customer service strategies, maturity, benchmarking, governance, and ROI. She is an accomplished public speaker and frequently presents at industry events such as CRM Evolution. She has been published in The Wall Street Journal, Forbes magazine, and industry publications such as CRM Magazine, KM World, and Destination CRM.
Juliana Hickey ,
Capability Director - Change Management & Education North America, PowerObjects
Juliana is the Change Management and Education Capability Director at PowerObjects in North America. She has a passion for ensuring that the end-user transition into Microsoft Dynamics 365 is a positive experience that drives to and sustains realization of the desired business value. For the last 8 years, Juliana has facilitated the application of proven change management techniques and best practices to drive adoption of new CRM technologies in organizations of all sizes and industries.
Lauren Stefano,
Customer Adoption Director, Seismic
Lauren is the Customer Adoption Director at Seismic. Lauren works to create efficiencies through adoption of enablement technology. Previously spending five years at Constant Contact and almost three years at Citizens Bank, Lauren has a wide understanding of both B2B and B2C adoption strategies.
Shaalin Parekh,
Senior Market Development Manager, Seismic
Shaalin is a Senior Market Development Manager, responsible for Seismic’s go-to-market strategy in the Wealth Management space. He has spent the last 6 years in various product, sales enablement, and marketing roles in technology, financial services, and consulting. Prior to his role at Seismic, Shaalin spent over 4 years in Capital One’s Commercial Bank, driving Sales Analytics, Sales and Marketing Technology implementations, and an overall marketing transformation. Shaalin holds a BS in Finance and International Business from Georgetown University.