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July 17th Webinar: How Dynamics 365 and LinkedIn Help Financial Services Companies Build and Maintain Authentic Relationships

Microsoft Relationship Sales solution brings together LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales to empower financial services companies to drive more personalized and meaningful engagement with buyers and clients.

Join us for a webinar on July 17th at 3:30pm Eastern, when Microsoft MVP Shawn Tabor will help you understand the benefits of using LinkedIn Sales Navigator with Dynamics 365 to truly engage not only your existing clients in a meaningful way, but to find and attract potential opportunities ready to do business with your organization!

We will discuss:

  • How to leverage integration between Dynamics 365 & LinkedIn Sales Navigator for job changes and other life events to trigger portfolio reviews, suitability decisions, estate planning and more.
  • How LinkedIn can be used for company research, C-Level changes and identifying key decision makers
  • How PointDrive can be used for promotion and follow-up for seminars and events
  • How to understand what communication within Dynamics 365 your clients and prospects are finding valuable and beneficial

Click here to register now!