With the change in customer expectations, the very nature of Sales is changing. Customers are beginning to expect more personalized experiences.

With the advent of the net and social media, more and more people are now connected online. With this change in the Digital Landscape, businesses too need to work in order to keep up with the changing times.

You’ve heard a lot about the potential for automation to benefit your business. You’ve investigated the software available and you’re about to make a purchase, but then you consider the hundreds if not thousands of tasks that take place every day in your organization and you’re left wondering what to do first.

These days it seems like a lot of people are talking about automation, using technology instead of a person to do this or that.

In today’s competitive business environment, resources are tight, and teams are lean. Your employees are at maximum capacity, working overtime to get the job done, and yet it seems like there’s always more to do, some new problem to solve, challenge to overcome, or simply the need to do what you’re already doing faster, better, and more accurately.

Technology spending, customer experience, innovation and personalization are key trends when it comes to where marketing leaders are concentrating their attention – and their dollars – according to the Gartner CMO Spend Survey released in November.

Salesforce, a leading CRM platform, offers a fully integrated wealth management solution that makes it easier for companies to manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that will earn lasting customer loyalty.