In Pursuit of Productivity
Find out how to achieve higher customer value and lower costs while delivering sustainable, near-term benefits.
PSA is Maryland’s largest independent financial services firm, providing wealth management, retirement plans, employee benefits and risk management solutions. PSA uses Salesforce as their contact database and runs marketing campaigns to customers and prospects using Marketo.
Despite having a workforce of over 100 financial professionals in frequent contact with customers and prospects, PSA did not have visibility into who was talking to whom and could not leverage their business network in an efficient way.
Read how they tackled their challenges and looked for a smarter solution to bolster their CRM with contact details and additional intelligence regarding the people they spoke to every day.