How to Hook Your Firm's Upper Management on

Financial executives love to hate Salesforce. One minute they complain, “You expect me to drop what I’m doing to enter all these client notes into Salesforce? The next they moan, “Why isn’t the capital raise pipeline up-to-date? How do we know if we’re going to hit our AUM targets?” 

If Managing Directors, Partners and other senior financial professionals are going to track funding progress and client relationships with, they have to love it.

Here are some ways to get them hooked.

Download our free infographic today.