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.
◾️ 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.
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