IG Wealth Management was implementing Salesforce, a customer relationship management (CRM) system. They required a training program that would ensure their financial advisors, directors, and future hires are able to use Salesforce consistently and effectively to manage their practices
The national rollout of the program was a clear success based on feedback received so far. Facilitators reported that the live training ran smoothly, and there was strong feedback from participants that they felt confident they had the tools to ensure a successful launch. New hires are now taking the modules as part of onboarding. IG Wealth Management sees the training program as a critical enabler to realize the value of their investment in Salesforce.