EVENT DESCRIPTION AND PANELISTS

Unlock the secrets to CRM compliance and efficiency

Join us for the next episode of our popular FCC Series and discover how to optimize your CRM for compliance, manage leads effectively, and leverage middleware platforms to enhance your business model. Explore how CRM platforms can be customized to manage permissions and maintain compliance for distributed retail branches, furthering legal safety and operational success.

In this episode, experts will discuss proven strategies for bolstering compliance before and after leads enter your CRM platform. Don’t miss out on this essential discussion that will provide actionable steps to drive efficiency, compliance, and growth in your CRM ecosystem.

In this webinar, our panelists will cover:

  • Lead scrubbing and pre-CRM best practices
  • Compliance within CRM platforms
  • Middleware platforms: The key to seamless CRM integration
  • Optimizing distributed retail models with CRM solutions

Reserve your spot now and be sure to join us on Wednesday, October 23 at 11:00 AM PT/ 2:00 PM ET for this vital session in our FCC Series!

 

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Scott Payne 
Chief Growth Officer at Shape

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Mike Peronto 
Vertical Leader, Financial Services at ActiveProspect

ActiveProspect

DISCLAIMER: This page and all related links are provided for general informational and educational purposes only and are not legal advice. ActiveProspect does not warrant or guarantee this information will provide you with legal protection or compliance. Please consult with your legal counsel for legal and compliance advice. You are responsible for using any ActiveProspect Services in a legally compliant manner pursuant to ActiveProspect’s Terms of Service. Any quotes contained herein belong to the person(s) quoted and do not necessarily represent the views and/or opinions of ActiveProspect.

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