Integrations - Navirum

Why integrating Salesforce with investment data is essential?

In today’s competitive financial landscape, building strong client relationships is paramount to success. At Navirum, we understand the significance of harnessing data-driven insights to enhance client experiences and drive business growth. One critical aspect of achieving this is integrating Salesforce with investment data, enabling financial advisors to gain a comprehensive understanding of their clients and deliver personalized services tailored to their unique needs and preferences.

360 Degree View of the Client: Integrating Salesforce with investment data provides financial advisors with a holistic view of their clients’ financial profiles, including investment portfolios, asset allocation, and performance metrics. This 360-degree view enables advisors to better understand their clients’ financial goals, risk tolerance, and investment preferences, empowering them to provide more personalized and targeted advice.

Improved Reporting and Insights: By consolidating investment data within Salesforce, advisors can generate customized reports and analytics to track portfolio performance, identify trends, and assess client progress towards their financial objectives. These insights not only facilitate more informed decision-making but also enable advisors to proactively anticipate and address their clients’ evolving needs and goals.

AI-Powered Recommendations: Integrating investment data with Salesforce opens the door to leveraging artificial intelligence (AI) algorithms to analyze client data and generate personalized recommendations. AI-driven insights can help advisors identify opportunities for portfolio optimization, risk mitigation, and investment strategy refinement, ultimately enhancing client outcomes and satisfaction.

Streamlined Productivity with Salesforce Flows: Integrating investment data into Salesforce flows enables advisors to streamline their workflows and boost productivity. For example, advisors can set up automated processes to receive alerts when a client’s portfolio experiences significant changes or drops in value, prompting them to take proactive action such as reallocating assets or scheduling a client review. Additionally, advisors can use Salesforce flows to seamlessly transition clients to a new tier in their service model based on predefined criteria such as portfolio size or investment performance.

Ready to unlock the full potential of Salesforce integration with investment data? Our team of experts is here to help you streamline your operations, enhance client experiences, and drive business growth. Contact us today to learn more about how we can tailor Salesforce solutions to meet your specific needs and objectives. Let’s work together to elevate your client relationships to new heights!

LPL ClientWorks Integration with Salesforce

We are happy to announce that Navirum has been selected as a preferred implementation partner for LPL ClientWorks Integration with Salesforce.

It is a comprehensive advisor platform designed and continually refined to help financial advisors run their businesses more efficiently. Integrating LPL ClientWorks with Salesforce offers a single location to access all financial data, processes, and account types. ClientWorks also includes tools for account opening, client management, trading, and more.

Please contact us to learn more about how we can help you!

Create More Sales by Integrating Salesforce and Mailchimp

Creating a seamless sales pipeline is a priority for any growing company. However, friction can occur between the sales and marketing departments.

The sales team always want more leads..when the marketing team provide the leads, they are not sales ready! ..the sales team are too slow to follow-up on hot leads. Sound familiar?

The net result is slower sales cycles, leads falling through the cracks, missed sales targets, and frustrated staff.

In today’s hyper connected world, every B2B business needs to be extremely efficient. Salesforce and Mailchimp are two of the most popular CRM and marketing automation tools for driving growth. Combining these two applications can deliver huge value to any business.

Cue Mailchimp for Salesforce!

Mailchimp for Salesforce is a free app on the Salesforce AeppExchange that will allow you to seamlessly integrate the two systems. The integration app delivers many benefits such as

A 360 degree view of the customer – view Mailchimp data in Salesforce on the Lead and Contact record.
Single record entry – enter the data once in Salesforce and watch it sync into Mailchimp.
Real-time lead handover – watch leads flow in real-time from Mailchimp to Salesforce
Synchronize sales and marketing data – using a series of batch jobs, Mailchimp for Salesforce will pass updates to leads and contact records between the two system
Create reports in seconds – The Mailchimp data is now available in Salesforce, so its possible to spin up reports in a couple of clicks.

So there you have it. Mailchimp for Salesforce – a free app on the AppExchange, can deliver huge productivity gains to any business, resulting in increased sales and more harmonious relationships between sales and marketing. The integration will help improve Salesforce adoption, giving users another reason to use Salesforce.

At Navirum, we are specialists in configuring Mailchimp for Salesforce. We have setup the app successfully for many businesses across North America and Europe. The integration needs to executed professionally for the solution to work properly. We are aware of the pitfalls to avoid setting up the solution. To find out more, contact us directly for a free consultation.

Supercharge Sales & Productivity with DocuSign for Salesforce

Speed is the new currency in today’s digital world. DocuSign is a simple solution that allows you to take paper out of your supply chain, allowing your business to not only move faster but deliver a seamless customer experience.

In today’s digital world, paper based business processes make companies less competitive resulting in slower sales cycles, longer collection periods, and increased paper related costs.

In today’s hyper connected world, every B2B business needs to be extremely efficient. Salesforce and DocuSign are two of the most popular CRMs and eSigntature tools for driving growth. Combining these two applications can deliver huge efficiencies to any business.

Enter DocuSign for Salesforce!

DocuSign for Salesforce is available on the Salesforce AppExchange. It allows you to seamlessly integrate the two systems. Integrating the systems delivers substantial benefits including

Faster deal cycles – as a signature is only a click away. 90% of deals close within 1 day.
Integrates across multiple Salesforce products – including Sales, Service, Community Cloud and more.
Send documents for signing directly from Salesforce – reduces the time spent moving from Salesforce to DocuSign – no more swivel-chairing!
Automatically merge data fields – with the two systems integrated you can pull Salesforce information like names, addresses, email etc into DocuSign directly
Sign from any device – from a PC, tablet or phone, customers can sign documents in real time.
Improve Salesforce adoption – DocuSign gives users another reason to use Salesforce, increasing Salesforce ROI.

Combining Salesforce and DocuSign can deliver huge productivity gains to any business allowing you to close deals faster, whilst creating a seamless experience for your customers. The numbers speak for themselves – with over 4000 reviews on the AppExchange and an average rating of 4.5/5, the Salesforce community clearly likes the pairing.

At Navirum [On Demand], we are specialists in configuring DocuSign for Salesforce. As a DocuSign partner, we help customers across North America and Europe to connect the two systems. We help businesses avoid common integration pitfalls, guaranteeing to implement the solution on time and on budget. You can buy an ‘off the shelf’ solution on Fiverr here. To find out more, contact us for a free consultation.

Get in touch with us today to learn more about how we can help you take your business to the next level!