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SalesTrack: Implementation & Adoption Round Table

Join our round table discussion on SalesTrack. The goal of our call is to bring SalesTrack subscribers together to talk about how you use the tool and how you’ve increased adoption in your firms. Let’s talk about our successes, challenges, and learn from each other.

Vertafore's Sherri Prout will kick off the call to share where SalesTrack is today and where it's going. From there we'll talk about what's working and how attendees and panelists are using SalesTrack. We encourage you to think about your top three SalesTrack questions and bring those with you.

You can expect conversations like:

  • What was your implementation process?
  • What training plans have you created?
  • What were your pain points, and how did you solve them?
  • How have you increased adoption in your firm?

Resources to accompany call:

Come prepared for an interactive call with the ability to speak freely with your peers, participate in group chat, and share your webcam.

Content Leaders:
Shyla Lankford, CRIS, NcAM | Vice President of Operations, Lipscomb Insurance – Discussion Leader
Cyndi Kirk, NcAM | Account Manager and Training & Innovation Specialist, K & S Insurance Agency
Benjamin Lynds, NcSA | VP Information Systems, F. A. Peabody Company
Sheri Prout, NcAM | Solution Consultant, Vertafore