Sales Cloud

How we Helped an Investment Advisory Firm Enhance CRM Capabilities from Basic to Enhanced

company overview

  • Operates as a personalized wealth advisory firm, serving affluent individuals, foundations, and endowments
  • Specialized in providing personalized financial solutions to cater to the unique needs of their clients
  • Committed to delivering exceptional service and expertise, the institution strives to ensure its clients' financial success and security

Location

Atlanta, GA

Industry

Financial Services

Employees

11-50
Working with SPAR since
ACG Wealth Management/ Atlanta Capital Group

SPAR  by Numbers

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3
1000
+
Completed Projects
20
+
Years in Business
6
+
Year Average Client Partnership
100
+
Technologies Supported

challenges

  • The prior CRM solution functioned solely as a contact book
  • It could not view or manage household information and comprehend employer groups
  • The absence of Email and Calendar integration hindered the ability to drive sales activities
  • The absence of reports and analytics prevented visibility into the sales pipeline

solutions

  • Implemented Sales Cloud with the Salesforce Financial services apps to enhance the sales and financial services capabilities
  • Customized Salesforce, enabling the RPS team to track employer, employee, and household-level information
  • Supported the migration of CRM data from the old system to Salesforce
  • Developed secure links to external systems used by major investment firms
  • Created information repositories to facilitate future integration with investment-tracking APIs

Solution Offered: Salesforce Sales Cloud

Must Explore Services:

Salesforce Advisory Services

Salesforce System Integrations

Salesforce Managed Services

Salesforce CPQ Consulting

Salesforce Certified Field Service

results

  • Swiftly transitioned to the Salesforce platform with minimal delay
  • Completed data migration efficiently and timely
  • Successful adoption of the solution made through user and administrator training
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