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How to Build a CRM System Your Financial Organization Wants to Use  59 min

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How to Build a CRM System Your Financial Organization Wants to Use

Don’t just add to your tech stack. Enhance it.

CRM systems allow you to scale your financial organization, but they also require reps to complete more work — a CRM system on its own does little to drive meaningful engagement with customers.

Salespeople are starting to demand more from their company’s technology stack. To increase CRM adoption your company needs to understand the needs of salespeople and deliver the right balance of tools. But sales and technology management organizations remain largely disjointed. Technology management doesn’t fully understand the needs of frontline sales reps and sales organizations do not understand how their adoption and usage of technology impacts the larger organization.

See how your company can increase CRM adoption and learn best practices for enhancing CRM performance for:

  • Predictive Content: Enable your CRM to recommend content for specific buyers and sales stages.
  • Opportunity Personalization: Utilize existing CRM data to produce personalized, relevant content in minutes.
  • Storage and Collaboration: Allow your team to save content straight to a folder associated with the CRM record.
  • Training: Allow your team to discover contextually relevant training for each record.


Kate Leggett
VP and Principal Analyst

Juliana Hickey
Capability Director - Adoption & Sustainment North America
PowerObjects, an HCL Technologies Company

Shaalin Parekh
Senior Market Development Manager

Lauren Stefano
Customer Adoption Director