đ˘ Webinar: Capture and Enrich Your Salesforce Data Wherever You Work
In todayâs competitive financial landscape, every interaction counts. Whether youâre managing client portfolios, sourcing investment opportunities, or assessing risk, the speed and quality of your data can make or break your next move.
đ What Youâll See in Action
Seamless Data Capture Anywhere â Instantly create Salesforce records from Apollo, Lusha, Clay, Slack, Outlook, or your Intelligent Document Processing (IDP) tools.
Effortless Data Enrichment â Automate updates using ready-to-go data aggregator connectors, ensuring your Salesforce data is always accurate, complete, and up to date.
đ See the Sales Flow in Action
Weâll walk through a real-world sales flowchart â from initial lead identification through deal close â showing exactly where and how Salesforce data capture and enrichment happen. Youâll see:
- ICP Alignment â Identify and target only high-value prospects that match your Ideal Customer Profile.
- Data Capture at Every Stage â Log interactions, documents, and insights automatically from the tools you already use.
- Enrichment for Better Decisions â Pull in verified, contextual data at the right moment to move deals forward.
- Handoff & Hindsight â Ensure sales, marketing, and client service all work from the same, accurate source of truth.
đĄ Why Attend
Eliminate manual entry, avoid stale data, and give your teams an ICP-focused pipeline they can trust. Whether youâre prospecting, servicing clients, or managing deals, youâll learn how to:
- Streamline workflows and save hours each week
- Focus on prospects that match your Ideal Customer Profile
- Enhance client intelligence with enriched data
- Make faster, better-informed decisions
If youâre ready to work smarter, not harder with Salesforce â and see how ICP-driven sales flows translate into higher close rates â this session will show you exactly how.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.
Grecco Orris – Industries Lead, Futureform
Coming from an end user background for a field service company, Grecco accidentally fell into the Salesforce ecosystem by becoming the de facto âSalesforce Guyâ when the company implemented Salesforce. It wasnât long before Grecco found out that being the âSalesforce Guyâ is actually quite fun and gives you the opportunity to help business users make their day more efficient. Grecco joined Futureform looking to take on more challenges and after delivering projects in the Asset Management, Private Equity and Insurance verticals, his passion for the platform has only increased.