CRM

CRM
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  • Salesforce
  • After negotiating terms and agreeing on a contract Salesforce was successfully implemented into TCI over a two month period
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  • Redtail
  • Salesforce
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  • Junxure Cloud
  • Salesforce
  • Jack, the trader, required several weeks of training to become fully integrated with Salesforce
  • The intuitive user interface and strong data visualization capabilities of this new CRM allowed Jack to retain more clients
  • The task management capabilities of Salesforce provided Jack with alerts regarding his meeting with recent client Frank
  • I would like to review my retirement options
  • During the meeting, Jack reviewed several long term financial programs with Frank
  • Jack left the meeting feeling accomplished and proud of his newly arranged financial plan
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