Take control of your key performance indicators and track your progress in real-time with The Advisor's Footprint Salesforce app.
Our Salesforce app is designed to help financial services companies improve their client acquisition and retention process, while also streamlining their workflow and increasing management visibility. Here are some of the key features and benefits of our app:
Our app allows you to implement proven processes that help convert prospects into clients. You can customize the processes to fit your company's unique needs and track their performance over time.
Our app lets you track how well your marketing campaigns are doing, including which campaigns are generating the most leads and which ones need improvement.
Our app helps you track KPIs related to your advisors, such as who has the best close rates, who needs additional training, and how well your team is performing overall.
Our app eliminates the need for manual data entry and reduces the risk of errors, as it seamlessly integrates with your existing systems and automates data transfer.
Our app automates processes that are currently being handled manually, thereby saving many person-hours per week and reducing the risk of errors.
Our app improves efficiency across the company by streamlining workflows and reducing redundancies. This frees up time for your team to focus on higher-value activities, such as client interactions and business development.
These are just some of the features and benefits of our Salesforce app. Contact us to learn more about how our app can help your financial services company succeed.
Our Salesforce app is designed to help any company in the financial services industry implement proven processes, track their marketing campaigns and KPIs, minimize double data entry, automate processes, improve efficiency, and increase management visibility. Simply sign up for our app, and we'll guide you through the onboarding process.
Once you've implemented our Salesforce app, you'll be able to explore and customize it to best meet your specific business needs. Our app is highly configurable, which means you can customize it to fit most unique processes, teams, and data requirements.
If you're looking to take things one step further and customize and optimize your processes on top of our Salesforce app, then engage our consulting and customization services. During our 1-3 month consulting phase, we'll speak to key people on every team within your company to understand your pain points and how we can help you improve. At the end of this phase, we'll provide you with a detailed implementation plan, outlining the features we'll build and the time estimates for completion.
Once you've approved the implementation plan, our expert team of developers will build out the features outlined in the plan. We'll work closely with you to ensure that our custom solutions meet your exact business needs. Once complete, we'll deploy the solutions and train your team on how to use them effectively.
We believe that successful long-term partnerships require ongoing support and maintenance. That's why we offer ongoing support and maintenance to ensure that our Salesforce app and custom solutions continue to meet your evolving business needs. Our team of experts is always on hand to help you optimize your processes and achieve your business goals.
