Improving How You Support the Field with Automation

Why Read This White Paper...

A growing number of financial services enterprises are implementing technology-based solutions to boost the productivity of their sales operations. In general, these solutions combine web-based automation technologies and outsourced services to streamline sales and sales support activities. Solution providers have used several terms to describe these solutions, including distributed marketing automation, marketing asset management, and sales enablement. In this white paper, we’ll call these solutions channel sales automation solutions.


If you’re interested in reading this paper, you’ve probably heard about channel sales automation solutions, and you may believe that a solution of this kind would benefit your business. Or, you may already be using some type of sales or sales support technology solution that isn’t meeting your company’s needs. Either way, the next step is to evaluate specific solutions, and this process should not be taken lightly.

Get This White Paper...

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Read this paper to learn:

  • Why Field Sales Automation is the only way to scalably support 100% of your field

  • How channel sales automation solutions offer the most relevant content
  • What key features will make the greatest impact to your organization after implementation