2019 09 / How to Capture Cross-Selling Opportunities for Financial Services and Nurture your Leads

Updated: Sep 14, 2020

We would like to thank everyone who joined our seminar for Financial Services, Insurance, and Banking industries at the Hong Kong General Chamber of Commerce! Our seminar was focused on the theme of “How to Capture Cross-Selling Opportunities for Financial Services and Nurture your Leads.” We were glad to see that many attendees were impressed by Salesforce’s Financial Service Cloud and its ability to draw insights on clients and their household relationships for cross selling opportunities, as well as nurturing and closing your deals with Pardot. Our technical consultant also shared our experience in helping an investment company cross-sell and nurture their pipelines.


To learn more, please contact Laputa at +852 23285520, or Marketing@laputatech.com.