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Salesforce.com Round Table - Learn how other Insurance Agencies are using Salesforce.com to drive new sales

2/9/2015

 
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Ever wondered how other Insurance Agencies are using Salesforce.com? Here is an opportunity to get in the same room with other top draw agencies and learn from the best.

Join both myself and Marshberry in Houston, TX on March, 11th when I will be facilitating a round table session of industry leading Insurance Agencies that use Salesforce.com to drive new business. I am presenting this one day event in partnership with the Marshberry organization. This is our second round table, having held the first in Dallas last year, and many of the attendees will be returning for a second time. 

Date: Wednesday, March 11 – 8:00am – 3:00pm 

Who Should Attend: Sales Management Leaders, SalesForce.com Champions, COOs, Executive Leaders in Charge of Successful Utilization of SalesForce.com platform 

Registration Cost: $1,000/attendee OR $250 for network partners (discount code PARTNER) 

Location: Sheraton North Houston At George Bush Intercontinental – 15700 John F Kennedy Blvd, Houston, TX 

Objective: Much like last year each firm will have ½ hour to: Demonstrate a quick overview of how the firm uses the tool: For those that are comfortable, we will have a projector, laptop and internet hardline available. A few firms have volunteered to demonstrate at a high level how the technology is utilized by actually logging into the system remotely. Solicit feedback and responses from the group on specific items 

Accommodations: We will have hotel rooms on hold at both the Royal Sonesta Houston ($189/night) or the Sheraton North Houston At George Bush Intercontinental ($149/night) and you can make reservations during the registration process. 

Registration: is open – REGISTER HERE 

Click here for more info on Wednesday’s session: www.MarshBerry.com/SalesForce

About the Author

Andrew Bartels is a partner at PS Advisory, a firm dedicated to helping Insurance Agencies and other professional services organizations deploy and customize Salesforce.com, implement best practices and generate an ROI.  Andrew has been CTO for a Top 100 Independent Insurance Agency, and is recognized by Salesforce.com as one of the leading innovators of implementing Salesforce.com in the insurance vertical.  
Learn more at www.psadvisory.com


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