AA-ISP Workshop: How Financial Services Companies Can Increase CRM Adoption and Sales Productivity

August 26th, 2020 2:00pm - 3:00pm EST/EDT

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Your reps (and even managers) hate your CRM. We know it, we struggle with it, but what can we do about it? 

According to Forrester Research, 49% of CRM projects fail. With inside and field sales teams going fully remote as a result of COVID-19, creating systems to drive CRM adoption and visibility are more important than ever. Success starts with what’s in it for them, and being tracked is not a good reason.
This limited workshop will provide sales leaders for Financial Services companies with a blueprint/playbook for benchmarking and improving CRM adoption rates using proven best practices from Groove’s customer base of 50,000 sales engagement platform users across Fortune 1000 and high-growth companies.
In this hands-on workshop, you will learn how to:
  • 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.


This AA-ISP-hosted session is complimentary and open to all. Session will be conducted via Zoom.  Can't join live?  No problem, register anyway to receive the playback information!

During the scheduled presentation, if you are experiencing any trouble connecting or accessing the session, please Click here to contact Zoom Support or visit https://support.zoom.us.

Feel free to contact us with any questions at memberservices@aa-isp.org or call 1-800-604-7085 ext 130.

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