Our Services

Custom Objects & Fields

 

Objects are tables of data related to a specific topic and fields are the pieces that make up that table. Some examples are:

  • An expense object to track expenses related to clients which provides visibility on how much is being spent on client entertainment and travel

  • Custom date fields for last estate plan, financial plan and life insurance review to ensure that key services are being delivered to clients

3rd Party Integrations

 

Integrations allow you to connect outside data to Salesforce which helps drive efficiency and collaboration. Some outside systems which can be connected are:

  • Portfolio Management

  • Financial Planning

  • Document Management

Reports & Dashboards

 

Salesforce holds a lot of data. Reports & Dashboards allow your firm to make sense of this data and provides the ability to measure progress towards client and firm goals. Some examples are:

  • A firm-level dashboard graphically showing key metrics to help firm management quickly digest data and make informed business decisions

End-User Training

 

We can develop training documentation focused on how you do business. We can also provide on-on-one training to help users master how to:

  • Create list views to show data that’s important to them

  • Create and run reports and dashboards to manage a specific book-of-business

  • Correctly enter data and understand how data is connected to ensure data integrity

Workflows & Processes

 

Gone are the days of having your new client onboarding process scribbled on a piece paper or passed down from employee to employee. Reduce errors and increase efficiency with Workflows & Processes.

  • Detailed, step-by-step instructions for new client onboarding so nothing is missed enhancing the client experience

  • Autogenerate a client welcome email when a prospect is converted to client

  • Automate notifications when certain data changes like martial status or retirement date to remind advisors to reach out to clients

Consulting

 

Are you currently looking to switch CRMs? Would it be nice to consult with someone who has been there done that?

Let us help you understand your options, ask the right questions and formulate a picture of what is it you need and desire from a CRM in a pressure-free environment.