IN CASE YOU MISSED IT: CHECK OUT THIS WEBINAR'S RECAP
FCC SERIES: EPISODE 18
In our recent webinar "Shaping CRM success: The key to compliance and growth," our Vertical Leader of Financial Services, Michael Peronto, and the Chief Growth Officer at Shape, Scott Payne, delved into the transformative potential of integrating artificial intelligence (AI) into Customer Relationship Management systems. They also...
November 8, 2024
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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