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Generate more leads with the Desk + Wealthbox integration
Desk / Wealthbox
Integrations

Generate more leads with the Desk + Wealthbox integration

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Does Desk integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Desk and Wealthbox

Quick summary of Desk

Desk is a salesforce customer support software designed to help small businesses help and connect with their customers, in order to make them happy and satisfied. Desk is a Salesforce tool that empowers your ability to provide a quick and efficient support to your audience. Thanks to its out-of-the-box support tool, you can easily and successfully manage every case and make better decisions, by bringing all your data in one place and get the insights you need to grow your business.

Desk is designed as a scalable tool, in order to let you focus on what matters for your business. By sharing you knowledge on a self-service site, you’ll help customers help themselves, allowing them to find what they need without effort. Moreover, Desk help you scale your entire business as you grow, thanks to detailed overviews of your customers base. In order to take the most out of your desk account, you can integrate it with your favorite business tool, to improve email marketing, social media marketing and increase your sales volume.

Desk works on mobile, and it allows you and your team members to help customers wherever you are, respond to customer requests, and collaborate together with your team. Its simple and intuitive interface allows agents support customers without technical obstacles. Reporting and analytics tool let you get the answers you need about your supporting performance, customer satisfaction and much more, thanks to advanced and detailed business insights accessible from everywhere.

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.


What you can do with Desk and Wealthbox

Create new Wealthbox contacts in tags with Desk

Create new Wealthbox contacts in reports with Desk

Create new Wealthbox contacts in lead sources with Desk

Update Wealthbox contacts in tags with Desk

Update Wealthbox contacts in reports with Desk

Update Wealthbox contacts in lead sources with Desk


Other popular Wealthbox integrations offered by LeadsBridge

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