Delivering an Investment Banking CRM with Adoption Best Practices
See how our customers get answers fast with the Trailblazer Community.

Delivering an Investment Banking CRM with Adoption Best Practices

Driven by a need for Investment Bankers to be constantly connected to their clients, being informed of insights that affect opportunities, and maintaining secure collaboration with colleagues, a successful CRM program is not a simple endeavor. Join us as we talk about the journey to deliver simple yet powerful tools to bankers in the office and on the road via mobile apps. We will discuss program priorities, the use of best practices targeting high adoption and essential training to ensure users leverage the most capabilities to maximize results. Empowered by access to comprehensive insights in the palm of their hand, today's bankers are better equipped to optimize effectiveness to get business done.
Show More
Ask about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.