https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo485.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
Generate more leads with the Microsoft Dynamics Education + Wealthbox integration
Microsoft Dynamics Education / Wealthbox
Integrations

Generate more leads with the Microsoft Dynamics Education + Wealthbox integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/485-400.webp

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Microsoft Dynamics Education and Wealthbox

Quick summary of Microsoft Dynamics Education

Microsoft Dynamics 365 is a cloud-based customer relations management tool, it is basically a repackaged version of Dynamics CRM Online, which has been broken down into applications, combining Dynamics ERP and CRM solutions into a singular cloud-based platform. The new solution can now be customized with the introduction of two applications, PowerApps and Flow. PowerApps gives you the ability to create mobile apps while Flow is a workflow engine that can run with third-party apps.

The platform is made up of integrated solutions that enable businesses to improve lead tracking, field service automation, boost sales and enhance operations that utilize mobile devices and cloud-based business applications. The system is loaded with business solutions that help drive sales, customer support, financial management and all around operations. These are deployed individually or as a suite of tools, working in sync or as a part of a complete software solution.

Microsoft Dynamics 365 has apps that support devices running on iOS, Android and Windows Phone. You can avail of these tools offline, enabling you to work even without an Internet connection with data automatically synced upon reestablishment of a connection. The solution integrates seamlessly with Outlook, Lync, SharePoint, OneNote, Word and other Microsoft applications. Microsoft Dynamics solutions for education: Integrated solutions built on Microsoft Dynamics can help schools gain insights into student data and analytics so educators can help students improve learning.

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 Microsoft Dynamics Education and Wealthbox

Create new Wealthbox contacts in tags with Microsoft Dynamics Education

Create new Wealthbox contacts in reports with Microsoft Dynamics Education

Create new Wealthbox contacts in lead sources with Microsoft Dynamics Education

Update Wealthbox contacts in tags with Microsoft Dynamics Education

Update Wealthbox contacts in reports with Microsoft Dynamics Education

Update Wealthbox contacts in lead sources with Microsoft Dynamics Education


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

Watch the video

Other popular Wealthbox integrations offered by LeadsBridge


https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating Microsoft Dynamics Education with LeadsBridge

NOTE Microsoft Dynamics Education is on Waiting List
Please click the button below to get free early access once it will be available.