Invisible CRM: Meeting Sellers Where They Work with AI-powered Tools

Why You Should Attend:

Is your sales team relying on manual, disjointed processes involving numerous spreadsheets, emails, productivity applications, and homegrown systems?  

Financial services and insurance organizations need modern, AI-powered tools to empower their sellers, no matter where they are.  

Join us for a webinar to learn more about our approach to an “Invisible CRM” that supports prioritizing relationship building over data models.  

What You Will Learn:

During the session, we’ll discuss how an integrated – yet invisible – CRM can transform how sales teams work and the benefits your organization will reap.  

You’ll see the power of an Invisible CRM firsthand as we demonstrate:  

• Microsoft Sales Copilot in Outlook 
• A Canvas App for Field Sellers