Briefings Direct

Find the podcast on iTunes/iPod. Read a full transcript or download a copy. Learn more. Sponsor: Active Endpoints.

The cloud helps make business services more easily available, but what about making those business processes from a variety of service origins part of a cohesive workflow or complex objective? What's still needed is a way for those closest to the work itself to create business process integration, extension, and coordination regardless of the services.

The latest BriefingsDirect discussion examines a case study that shows how account executives for a financial services firm are integrating their sales and fulfillment efforts across Salesforce.com customer relationship management (CRM) resources, as well as a diverse set of expanding cloud and legacy services.

Hear how it's done from the IT Director and the Marketing Director at PSA Insurance & Financial Services as they build greater control and management of diverse and dynamic sales and consulting processes using Cloud Extend for Salesforce, a new solution from Active Endpoints.

These managed processes, built on a range of business development and consulting tasks, bind together critical sales and financial product delivery goals to better support long-term business engagements. The panel to describe this achievement consists of: Andrew Bartels, IT Director for PSA Insurance and Financial Services; Justin Hoffman, Marketing Director for PSA Insurance and Financial Services, and Eric Egertson, Vice President, Business Development and Strategic Accounts at Active Endpoints. The discussion is moderated by Dana Gardner, Principal Analyst at Interarbor Solutions. [Disclosure: Active Endpoints is a sponsor of BriefingsDirect podcasts.]

Find the podcast on iTunes/iPod. Read a full transcript or download a copy. Learn more. Sponsor: Active Endpoints.