[Webinar] Get a complete view of your customers by moving to Salesforce CRM: Cardinal Capital’s Success Story
Reserve your Webinar Seat Now at:
https://www2.gotomeeting.com/register/124822538
Financial Services companies of all sizes are invited to a free Webinar jointly hosted by Mansa Systems, Cardinal Capital, and Informatica.
Attendants will hear from Cardinal Capital on
- Why they chose Salesforce CRM
- The benefits of moving to the Cloud
- Implementing Salesforce and integrating it with back office systems [Advent, Orion, Tamarac, etc]
“We implemented Salesforce, and integrated it with our portfolio management software, now I have a complete view of all our leads, clients, sales, and more”- Emily Burt, Vice President, Cardinal Capital Management, Inc
Speakers:
- Emily Burt, VP, Cardinal Capital Management
- Travis Grimm, Sr Consultant, Financial Services, Mansa Systems
- Daniel Sisson, Business Development Director, Mansa Systems
- Darren Cunningham, VP Marketing, Informatica
Date: Tuesday, March 12th
Time: 10 AM – 11 AM PST / 1 PM – 2 PM EST