Automatically measure the offline impact of your campaigns with Facebook Offline Conversions + Wealthbox Integration

Integrate Wealthbox with Facebook Offline Conversions

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.

Facebook Offline Conversions is a tracking tool that enables you to measure the effectiveness of your Facebook Campaigns, also if your sales funnel requires multiple, offline events.

By tracking Facebook Offline Conversions, you understand which ads generate the most sales. You can resize your campaigns with this information. This Benefit is particularly crucial if your campaigns promote products that you can sell offline as physical goods, such as cars, homes, consulting.

Because with Facebook Offline Conversions, you can easily monitor your online sales. No matter where people have seen your ad, Facebook will be able to match the data stored on the CRM after the purchase to track them. In this way, you will be able to distinguish between customers who have made purchases online and those who have purchased them in the store.

What you can do with Wealthbox and Facebook Offline Conversions

Sync Facebook Offline Conversions contacts from tags of Wealthbox

Sync Facebook Offline Conversions contacts from reports of Wealthbox

Sync Facebook Offline Conversions contacts from lead sources of Wealthbox

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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.

 

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