Remove broker portal
article thumbnail

Partner Relationship Management: The Key to Scaling Your Sales Efforts 

Salesforce Marketing Cloud

How to choose the right PRM tool: features to look for Increase your revenue and lower costs with well-managed partner sellers Sell faster by easily managing resellers, distributors, brokers, and more — all in one place. As they say at Salesforce, if it’s not in your CRM, it doesn’t exist.

article thumbnail

Appointment Setting for Financial Advisors Made Easy

Salesforce Marketing Cloud

If you’ve invited a mortgage broker to a meeting with a client who is ready to purchase new property, you can send a reminder to confirm or change the meeting time. As advisors take notes during their meetings, the information is added back into the CRM in real time. Give advisors the rich information they need.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Customer Engagement Software Pricing Guide

TrustRadius Marketing

10 Chatbot Access for up to 100 agents 100 campaign contacts Chat analytics Inbox views for customer conversations Shopify and WordPress integrations Zoho CRM 8.3/10 Zoho CRM Customer relationship management (CRM) is a key component of customer engagement. Free Software for Customer Engagement trScore Free Features Totango 8.2/10

article thumbnail

FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering

FMG Suite

Integration & Compliance: Publisher & Compliance User SSO for home office portal access to FMG tools. Microsoft Dynamics CRM integration support, in addition to existing integrations with SalesForce, Redtail, Wealthbox, and Ebix. Downloadables/attachments can be published to enterprises’ Collections.

article thumbnail

Customer Engagement Software Pricing Guide

TrustRadius Marketing

10 Chatbot Access for up to 100 agents 100 campaign contacts Chat analytics Inbox views for customer conversations Shopify and WordPress integrations Zoho CRM 8.3/10 Zoho CRM Customer relationship management (CRM) is a key component of customer engagement. Free Software for Customer Engagement trScore Free Features Totango 8.2/10

article thumbnail

Customer Engagement Software Pricing Guide

TrustRadius Marketing

10 Chatbot Access for up to 100 agents 100 campaign contacts Chat analytics Inbox views for customer conversations Shopify and WordPress integrations Zoho CRM 8.3/10 Zoho CRM Customer relationship management (CRM) is a key component of customer engagement. Free Software for Customer Engagement trScore Free Features Totango 8.2/10

article thumbnail

Can Social Tools Really Replace Email? - They Already Are! (Part II)

Buzz Marketing for Technology

Related Blogs Portals & Content Management: News, Views & Analysis The Autonomy IDOL User Blog Related Groups streamserve-l instantmessenger-select Related Wiki Articles Blackboard Technology Entourage More from this author Can Social Tools Really Replace Email? Find Members Alphabetical Directory. Browse by Vendor Browse by Documents.