Despite digital transformation being a top priority, elite firms often struggle with partner adoption due to the administrative burden of legacy CRMs.
Join this live webinar to explore how to overcome these barriers by implementing an "Invisible CRM".
- Discover how Salesforce and Agentforce seamlessly integrate into the tools partners already use daily — such as Microsoft Outlook and Teams.
- See how conversational AI agents can handle client research, matter intake, and business development directly from the inbox.
- Learn how this "headless" approach eliminates administrative tax, empowers data-driven decision-making, and accelerates profitable growth, all while elevating partner expertise and preserving their valuable time.
Featured Speakers
Ed Thompson
SVP Global Influencer Strategy
Salesforce
Nicola Driscoll
Regional Vice President, Sales
Salesforce
James Merrick
Client Director
Salesforce
