Enhance the client experience by encouraging teams to use CRM systems

Encouraging teams to use CRM systems to enhance the client experience in professional services can be tricky.

A CRM system is pivotal as it allows central oversight of a client organisation and its people, whether based regionally, nationally or globally.

A CRM system gives visibility across your team, facilitates collaborative working, and helps deliver exceptional client service.

So how do marketers get teams, in particular front line advisors, on board with using and managing client relationships through a CRM system?

Join your peers for this panel discussion to explore tried and tested ideas, successes and challenges.

Be part of the conversation!