Digitally Transform your CRM in Banking, Insurance & Capital Markets Industries
In today’s competitive financial landscape, traditional CRM solutions may no longer be sufficient to meet the demands of the fast-evolving banking, insurance, and capital markets industries. Embrace the power of Microsoft D365 to transform your customer relationship management, reduce total cost of ownership (TCO), and elevate your sales productivity.
In this on-demand webinar, hosted by Sonata Software in collaboration with Microsoft, experts Justin Coaxum (Microsoft) and Ashik Shetty (Sonata Software) will guide you through how migrating from Salesforce and modernizing your ERP/CRM environment with Microsoft’s Gen AI Co-Pilot can unlock unprecedented operational benefits.
Key Takeaways:
- Microsoft D365 Platform: Explore the unique advantages D365 offers to financial industries, helping you stay ahead.
- Harnessing the Power of Gen AI Co-Pilot: Discover how AI can revolutionize your CRM with enhanced data insights and automation.
- Substantial Sales Productivity Gains: Learn how D365 can dramatically improve your sales performance.
- Migrating from Salesforce to D365: Understand why many businesses are making the switch and what it means for their bottom line.
- Customer Success Stories: Real-world examples of how clients have successfully transitioned and reaped significant rewards.
- Microsoft’s Salesforce Migration Program: Gain insight into Microsoft's commitment to a seamless migration process.
- Proven Strategies for Successful Client Migrations: Leverage expert methodologies to ensure a smooth transition.
- How to sign up for our free 2-hour workshop to assess your current CRM landscape and develop a personalized migration strategy.
Watch Now to discover how D365 and Gen AI Co-Pilot can transform your business, reduce costs, and accelerate productivity.