Industry inspiration will be front and center at the biggest software conference of the year – Dreamforce 2016!

Financial services professionals can take advantage of three solid opportunities to maximize their Dreamforce experience and learn how industry digital trailblazers and first movers are maximizing their Salesforce investment with purpose-built Quote-to-Cash solutions.

Come meet the team designing solutions for your industry, and engage with our customer Cristi Dayton, Senior Director of IT at The Standard insurance company, at our Happy Hour. Find out how The Standard radically reduced quoting time for corporate retirement plans, view a demo of the technology utilized by The Standard, and learn how banks, trading brokerages, insurance companies and others financial institutions drive productivity and platform adoption with X-Author Excel-based apps.

Interactive Financial Services Quote-to-Cash Workshop and Happy Hour

In the outcome-based Quote-to-Cash Workshop portion, titled “The ROI of Revitalizing Plan to Proposal,” meet Cristi Dayton, Sr. Director, IT Solutions at The Standard and learn first-hand how The Standard optimized fund selection, fee management, and proposal construction, to double proposal velocity and cut quoting time from 3 days to 30 minutes.

Apttus and Bluewolf industry experts will guide attendees in an interactive business mapping and value consulting exercise. Together, using key metrics, we’ll calculate the ROI of revitalizing the sales process and optimizing proposal generation and channel partner relationships.

Offered jointly by Apttus and Bluewolf, this workshop will take place on October 6, from 2:30-3:30 PM at the Marriott Marquis.

Workshop at Dreamforce

BenefitsEdge: The Newest Quote-to-Cash Industry Accelerator

Session at Dreamforce

Join us in Salesforce’s demo theater session to view BenefitsEdge, the cloud solution for optimizing channel partnerships, reducing proposal creation time from days to minutes for group benefits plans, streamlining contract creation and driving market share growth with machine-learning insights.

Built on Apttus’ category-defining Quote-to-Cash technology and leveraging the implementation expertise of IBM company, Bluewolf, BenefitsEdge is the first end-to-end digital solution of its kind. On Wednesday at 11:15 AM, come view the cloud solution designed to fast track success for providers of group and retirement benefits in action.

Stump Us with Your Excel-Based Use Case

Meet us in the Apttus/Bluewolf Sales Lounge for an industry-focused discussion on how X-Author – an Excel-based app – transforms Excel into a native, bi-directional UI for Salesforce. Following the live X-Author demonstration, join our solution architects for office hours to discuss the industry’s most prevalent use cases and how you can drive productivity and increase Salesforce adoption across the entire organization. Whether you use excel to manage funds and associated fees, or calculate premium rates or commissions, come try and stump us with your use case. You will walk away with countless ideas for how you can supercharge two essential business tools already in use…Excel + Salesforce!

I look forward to seeing you Tuesday, October 4th at 1:00pm in the Sales Lounge on the 2nd Floor at the Marriott Marquis.

Lounge at Dreamforce

Interested in learning more about Apttus industry solutions? We’re driving innovation across Manufacturing, Communications, Health & Life Sciences, and Media & Entertainment at Dreamforce and beyond.

This post was written by Heather Ryan, the Marketing Manager of the Financial Services Vertical.

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