Two Powerful Platforms Now Play Together for B2C Producers in Financial Services
SalesLoft
AUGUST 24, 2022
Trying to visualize pipeline without the right tools is even harder. Now, financial services organizations who are serving the B2C space and using the Person Account record within Salesforce are supported through the Salesloft Connect extension, effectively putting Salesloft directly within Salesforce. . We get it. .
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