Investment Advisory Firm Enhances CRM Capabilities

Sales Cloud

How we Helped an Investment Advisory Firm Enhance CRM Capabilities from Basic to Enhanced

company overview

Operates as a personalized wealth advisory firm, serving affluent individuals, foundations, and endowments
Specialized in providing personalized financial solutions to cater to the unique needs of their clients
Committed to delivering exceptional service and expertise, the institution strives to ensure its clients' financial success and security

Location

Atlanta, GA

Industry

Financial Services

Employees

11-50

SPAR by Numbers

‍

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3

1000

+

Completed Projects

20

+

Years in Business

6

+

Year Average Client Partnership

100

+

Technologies Supported

What’s a Rich Text element?

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

challenges

The prior CRM solution functioned solely as a contact book
It could not view or manage household information and comprehend employer groups
The absence of Email and Calendar integration hindered the ability to drive sales activities
The absence of reports and analytics prevented visibility into the sales pipeline

solutions

Implemented Sales Cloud with the Salesforce Financial services apps to enhance the sales and financial services capabilities
Customized Salesforce, enabling the RPS team to track employer, employee, and household-level information
Supported the migration of CRM data from the old system to Salesforce
Developed secure links to external systems used by major investment firms
Created information repositories to facilitate future integration with investment-tracking APIs

results

Swiftly transitioned to the Salesforce platform with minimal delay
Completed data migration efficiently and timely
Successful adoption of the solution made through user and administrator training