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Salesforce for Asset Managers

Salesforce as a platform can be used to power personalized client engagement and streamline processes across different channels. Watch this webinar for a look into our Salesforce Fullforce certified solution for Asset Managers. Whether you are new to Salesforce or already using the platform, this webinar will demonstrate how industry leaders are leveraging Sales Cloud, Service Cloud, Community Cloud, Wave Analytics, and Pardot.

In this webinar learn about how you can leverage the breadth of the Salesforce Platform to:

  • Give your wholesalers and relationship managers the data and tools they need to manage your client relationships
  • Boost your productivity with the new Lightning Experience user interface
  • Engage directly with your clients using Salesforce Community Cloud
  • Use insights from Wave Analytics to drive business decisions
  • Automate and streamline your marketing efforts with Pardot

Speakers

 
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BRENNAN BURKHART
Global Salesforce
Practice Lead, LiquidHub

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KENNY MCCOLL
Chief Architect,
LiquidHub