How many times have I walked away with that WOW experience. Never! That is until I attended Dreamforce last week put on by Salesforce.com at the Moscone Center in San Francisco.
Traditionally when the topic of risk comes up financial advisors and wealth managers think of investment risk. How much loss can my clients tolerate when the market goes down?
Knowing the clients financial behavior is more than having a shallow understanding of their current investment risk appetite. It is only by understanding the client from the inside out, and the mismatch that arises between risk propensity and risk tolerance can an advisor truly know his client.
Advisors need to be great networkers, money managers, bosses and wealth mentors. Salesforce can help with some of these activities just by keeping you organized, but the real ticket is inside the Salesforce Appexchange where software providers have developed apps to make your life easier.
Trying to get to know your customers better? So are most companies. But their approach differs dramatically.
One of the most rewarding activities for staff is when they come up with ideas that are then implemented in the firm, as an added process or service. The reason it doesn’t happen as much as it should is because people are not thinking system-wide. To fully leverage our resources, we must encourage this competency […]
Your customer is the center of the universe. But what have you done lately to make them feel that way?
We are excited to announce the launch of our Communication DNA app on the Salesforce CRM AppExchange. Businesses can now access behavioral intelligence about customers directly through their CRM to provide a customized experience with minimal effort.
The new concept that businesses have to address is that customer engagement begins when it begins. No longer does customer engagement begin when a prospect walks in the front door or makes the first phone call.