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.

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CM-1-Marketing
Marketing

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®.

CM-4-Data
Data Aggregation

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.

CM-2-Managing
Managing Clients 

Make sure nothing falls through the cracks.
Instant access to all client activities.

CM-5-Outlook
Outlook / Google Integration

Bi- directional integration with Microsoft Outlook, Gmail and Google Calendar.
Recording emails and creating contacts and leads all happen seamlessly.

Mobility

The Sycamore Salesforce App resides 100 % on the cloud and can be accessed from a laptop, tablet, or smart phone anywhere at any time.

Paperless Office

Going paper-free has been a long-time dream for many advisors.
Integrations with LaserApp®, NetDocuments®, Docupace® and Dropbox™.

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Learn More

To learn more, please contact us by clicking here.

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