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.
Author Archive for: ryanscott
About Ryan Scott
Ryan Scott - CTO, Prod Dev & Integrations
As the CTO, Prod Dev & Integrations, Ryan designs, develops, and maintains all of the web-based DNA Behavior products and solutions in addition to providing support for clients.
He has a passion for creating and implementing efficient business processes and leveraging technology throughout our business.
Entries by Ryan Scott
Studies show that 10 out of 10 CRM platforms do not have a behavioral based customer engagement system. This will soon change as the Communication DNA app for Salesforce.com gets released.
Just as a business relies on its contact record database as its sole source of record keeping, we are becoming the standalone and single source of understanding and matching employee and customer behavior.
Yesterday, in the office we were all reviewing our Performance Capacities using the new Performance Index Pulse Check tool. In short, the exercise is to quickly rate yourself a 1 to 5 on 20 short phrases which are grouped in 4 categories: Direction, Confidence, Emotional Engagement, and Wisdom. After rating yourself you then easily calculate […]