Salesforce Integration Walkthrough

March 1, 2017

If you're using Salesforce to track & manage your relationship activity, you'll definitely want to watch this session. Carl shares the details of our recently released Salesforce Integration module and demonstrates how it works. Most importantly, he discusses the benefits of bringing your pricing data into Salesforce and then highlights ways you can put all that data to work.

Even if you're using another CRM solution, or no CRM at all, the session should be helpful as you think about how best to manage relationships at your bank.

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