Salesforce CRM

Salesforce is fully mobile and covers every customer touch point and every stage of the customer lifecycle, so advisors can close deals, log calls, and do it all — wherever they might be. Sales activity tracking ensures instantaneous customer updates so there are no surprises—everything is connected.

Salesforce is the world’s #1 CRM for tracking all sales activity — every lead, opportunity, and customer. Advisors can spend more time selling to the right people, armed with their personal marketing data and social insights.

Salesforce offers FAN advisors advanced tools for Customer Relationship Management, including:

  • Client acquisition and management tools 
  • Streamlined practice management techniques
  • Relationship groups and household view
  • Advisor team collaboration
  • Easy analytics, reports and dashboards