Rethinking How Firms Equip Partners for Growth
- 1 hour
- Growth leaders
- September 22 11am EST/4 PM GMT
Growth still depends on strong relationships, yet much of that activity continues to happen outside of CRM. This session contrasts two approaches: using CRM platforms to proactively surface insights in the flow of work, versus positioning CRM more in the background with BD teams interpreting and delivering insights to partners.
Deep dive & takeaways
- The tradeoffs between embedding insights into partner workflows versus relying on BD teams to interpret them.
- How firms are connecting CRM, financial, and engagement data to better identify growth opportunities and relationship risk.
- What it takes to make insight-driven ways of working practical for partners.
- Whether CRM should remain a destination system or evolve into a connected intelligence layer.
