Discover How to Unlock the Power of Data & AI in the Professional Services Industry

Don't miss the latest innovations in client centricity in the Professional Services Industry.

Check out the executive summary of our Professional Services webinar, where you will get an overview of the conversation that Sally Craxton, Regional Vice President at Salesforce, has with and one of our customers, Citation, on becoming more insights-driven by leveraging data and AI directly within your CRM. You'll also discover how to make smarter decisions, powered by AI, and better understand your clients' needs to transform client engagement, drive operational efficiencies and boost profitable revenue. What You'll Learn:

◾️ Gain a Global Perspective by Integrating Data Across Organisations: Discover how to seamlessly bring together data from multiple sources to gain a comprehensive global view. Learn integration techniques that empower you to make informed, strategic decisions.

◾️ Unlock Insights by Importing and Analysing External Data: Explore the potential of importing and analysing external data, including PDFs, to drive actionable insights within your CRM. See how these insights can transform your decision-making process.

◾️ Leverage Email Data for Enhanced Business Operations: Learn how to harness the power of email data to uncover valuable insights. Discover strategies to streamline your business operations and improve efficiency through data-driven decisions.
 
 
 

Discover How to Unlock the Power of Data & AI in the Professional Services Industry

5 minute read: Transform your business with Data & AI

Fill out the form to get this webinar summary.

Enter your first name
Enter your last name
Enter your title
Enter a valid email address
Enter your company name
Select the number of employees
Enter a valid phone number
Choose a valid country
Agree to all disclosures below.
By registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement.
This field is required.
 

More Resources

 
Video

Learn more about the features that make Sales Cloud the world’s #1 CRM solution.

Article

Everything you need to know about CRM - how it works and why you need it

Report

State of Sales Report

 
 
 

Do you have questions? We help you on your way.

Ask about our products, prices, implementation or anything else. Our experts are ready for you.

Questions? Call us at +353 14403500