The Blueprint for Successful CRM Implementation with Greg Starr

CRM implementation is never a one-size-fits-all process. No two organizations are alike, which is why CRM implementation can be a unique process for each one. A CRM system that works well for one business might not work well for another. What are some of the factors that need to be considered when implementing CRM? In today’s episode Ali and Sanjeev talk with Greg Starr, Senior Vice President of Salesforce Services at Skience, an industry-leading wealth management platform that streamlines and automates time-consuming, error-prone business processes. As a management and technology consultant for most of his career, Greg has led change initiatives for dozens of organizations. As the head of Skience's Salesforce Services division, he leads a team of professionals with expertise in management and technology consulting, Salesforce implementation, and financial services. Greg talks with Ali and Sanjeev about Skience's Blueprint and how it helps wealth management firms, how to overcome the challenges of digital transformation, and why user experience and user value are equally important in CRM implementation.

Key Takeaways

[01:40] - Greg’s rich background in wealth management.