How Vistra partnered with Hexaware and Salesforce to improve sales effectiveness and more.
| | Sponsor content from Hexaware | |
| Sponsor content from Hexaware |
| Hello Voornaam, For professional services organizations like accounting firms, upgrading an existing CRM infrastructure is a major step to increasing overall business productivity and profitability. This webinar will explore a case study of how Vistra, a leading investment advisory, financial services & corporate structuring advisory firm wanted to leverage their technology and services platform using a unified solution for improved commercial processes, more effective data-sharing and increased cross-sale opportunities. Adequate compliance measures, ease of data accessibility and security were also some of the concerns that needed to be addressed during the digital transformation process. Learn how Vistra partnered with Hexaware and Salesforce to:
Improve sales effectiveness Enable guided selling (thereby shortening the sales cycle) Create a unified system with a single source of truth (including dashboards) Reduce quote generation effort by 50% Increase its cross-sell index by 14% |
| | Reem Zahran | Chief Information Officer
Vistra | | (Speaker) |
| | | Kevin Whitley | Sr. Director, Revenue Cloud
Salesforce | | (Speaker) |
| | | Rupesh Mithani | Sr. Vice President – Global Head – CRM & Digital Workplace
Hexaware | | (Speaker) |
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| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | Reem Zahran | Chief Information Officer
Vistra | | (Speaker) |
| | | Kevin Whitley | Sr. Director, Revenue Cloud
Salesforce | | (Speaker) |
| | | Rupesh Mithani | Sr. Vice President – Global Head – CRM & Digital Workplace
Hexaware | | (Speaker) |
| | | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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Arizent
One State Street Plaza, 27th Floor
New York, NY 10004 |
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