• Deliver true value - Create people, process, and technology systems that your reps will love. Don’t helicopter. Help them build stronger relationships and close more deals.
• Stop the “lone wolves” - Incentivize cross-team collaboration in a way that helps them close bigger deals, without wasting their time.
• Look forward, not backwards - Instantly and accurately capture all customer-facing activity. Spend your valuable time planning and forecasting instead of babysitting your reps.
• Automate non-sales tasks - Give reps 1-2 days of their week back to focus on selling.
• Bring CRM to the inbox to see actual usage - Eliminate the need to switch between apps in order to research account history and update records.

“Show me the incentive and I’ll show you the outcome.” - Charlie Munger

Who should attend:

Financial Services - Sales Leaders, Sales Operations, and Revenue Operations (Limited to 100 leaders for maximum interaction and value)

What to Expect:

This 1-hour workshop will be conducted as a Zoom Meeting, meaning we will all have the ability to talk live, share our thoughts and challenges, and use our webcams for maximum interaction.

Register: