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PSA Financial Podcast Available on How Cloud Extend for Salesforce Helped Improve Sales Rep Productivity

Listen to an exciting podcast where PSA Financial and Insurance Marketing and IT Directors share their story of how Cloud Extend for Salesforce is capturing the sales knowledge of their top performers, replicating their successful sales patterns and enforcing data consistency to improve their sales productivity.

Podcast highlights include:

  • Why PSA decided to use Cloud Extend for Salesforce as opposed to custom coding
  • Which sales guides are being used to ensure sales reps are maximizing initial opportunities
  • How sales guides are being used to cross-sell additional insurance and financial services
  • What benefits are expected, including the increase of the lead-to-close ratio

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Post from: VOSibilities, the Active Endpoints BPMS blog

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PSA Financial Podcast Available on How Cloud Extend for Salesforce Helped Improve Sales Rep Productivity