Implementing Salesforce in a Bank: The Good, the Bad, and the Ugly (Part 1)

The Purposeful Banker · Oct 19, 2015 · 22m

Implementing a CRM system in a bank can have tremendous value, but it is also incredibly hard to get it right. Charlie and Andy will share some first hand experience in what worked and what didn't, and more importantly, what they wish they had known when they started.