Ep 64: Getting the Most Out of Your CRM with Jennifer Thomas

About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

About the Topic

Jennifer Thomas, Director of Business Development for XLR8, joins us on this edition of Bridging the Gap, and she shares how we can get the most out of our technology rolodex otherwise known as our CRM. 

Jennifer is the Director of Business Development for XLR8, a customized version of Salesforce specifically tailored for financial services professionals. Jennifer holds a Bachelor’s degree in Public Relations, an M.B.A, is a certified Salesforce Administrator, and a certified Salesforce Sales Cloud Consultant. She applies her background as a former Division 1 athlete with her aptitude for creativity to lead her team, provide an unmatched sales experience, and ongoing client experience. While her time on the basketball court has ended, she still feeds her competitive appetite playing board games with her two kiddos, Audrey (5), Jack (4), and husband Jason.

Dive in to see how you can get more out of your CRM.

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