Insurance | Capital Markets | Corporate & Commercial Banking | Wealth Management & Private Banking

This report helps firms evaluate software solutions that use integration, access to the right content at the right time, real-time customer insights, and ease of navigation to improve the effectiveness of sales teams. The report helps firms determine the best solution to increase their sales force’s productivity and drive revenues based on the following criteria:

  • Simple or complex selling needs
  • Standalone SFA vs. full CRM suite
  • On-premise, SaaS, or partner-hosted solution
  • The size and location of the sales force