SALESFORCE MADE SIMPLE
The right cloud-based marketing and client management app could make a difference for your business. The Sycamore Company application, built entirely on Salesforce.com, focuses on 6 key areas important to a financial advisor.
The right app should allow advisors to integrate prospect lists, automate marketing efforts and organize the sales process. Enhanced marketing automation integration with MailChimp®, Marketo®, and Constant Contact®.
A client profile should be more than simply tracking client names, addresses and telephone numbers. Access to clients’ portfolios and holdings is essential if an advisor wants a true 360-degree view.
Make sure nothing falls through the cracks.
Instant access to all client activities.
Bi- directional integration with Microsoft Outlook, Gmail and Google Calendar.
Recording emails and creating contacts and leads all happen seamlessly.
The Sycamore Salesforce App resides 100 % on the cloud and can be accessed from a laptop, tablet, or smart phone anywhere at any time.
Going paper-free has been a long-time dream for many advisors.
Integrations with LaserApp®, NetDocuments®, Docupace® and Dropbox™.
To learn more, please contact us by clicking here.