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Featured Speakers:
  • Julio Gomez,  General Manager, Financial Services, Attivio
  • Jim Dickie,  Managing Partner, CSO Insights
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    An InformationWeek Financial Services Webcast:

    Next Generation Sales Enablement: Do you have what it takes to build the sales agent desktop of the future?

    Duration: 60 minutes

    The complexity and competitiveness of the financial services industry demands a robust sales enablement capability. The type of system that enables a true 360 degree view of the customer by integrating and correlating all relevant data and content. Does your firm empower its sales executives and services reps with everything they need to drive acquisition, retention, and cross selling? Join industry experts Julio Gomez and Jim Dickie as they highlight the evolution of sales enablement and unveil the next generation approach that will quickly become a requirement in today’s fiercely competitive landscape.

    During this webcast, attendees will learn how leading financial institutions are leveraging technology to drive sales enablement and create competitive advantage. In addition, the co-presenters will answer the following questions:

    • What does the next generation sales agent desktop look like?
    • Why will new technology be the difference between success and failure for customer facing teams?
    • Which specific components are at the core of a dynamic sales enablement process?

    To successfully compete in this new environment, customer-facing employees will require immediate access to all the critical information they need to sell more effectively. Information that includes the transactional data available in CRM and ERP systems but also feelings, concerns, likes and dislikes, expressed in customer communications made directly with the company as well as online.

    To achieve this, analysis of many other information sources must also be included: email, chat logs, phone call transcripts, social media and other online resources, "Big Data" sources, data warehouses, marketing automation, documents, open-ended survey responses, call center notes and more.

    New technologies are making this possible today, giving new companies a true 360 degree view of their customers – integrating and correlating all relevant data and content to deliver the next generation sales enablement platform now.

    Please register for our webcast and join us for what will be a truly informative and impactful session.


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