How Financial Sales Leaders Can Increase Productivity and Revenue with Salesforce

The modern buyer has changed dramatically in the era of digital marketing. Whether a prospective customer is seeking insurance, mortgage, or a loan, they have access to a vast amount of information before ever engaging a financial institute. This means that the sales team today must be able to prioritize their leads, engage customers with relevant communications and scale to meet the evolving needs of the modern customer.

Join John Deines, RVP, Financial Services, Salesforce and Chris Dunn, Sr. Solutions Engineer, Salesforce as they present a webinar created by Sales Executives for Sales Executives, and provide insights into how to better manage a sales cycle at scale to improve sales productivity and overall results.

Learn how to:

  • Gain real time insights on each prospective customer
  • Prioritize opportunities and personalize communications
  • Scale success through automation