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Automatically measure the offline impact of your campaigns with Facebook Offline Conversions + Wealthbox integration
Wealthbox / Facebook Offline Conversions
Integrations

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

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and Facebook Offline Conversions

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.

Quick summary of Facebook Offline Conversions

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


Other popular Facebook Offline Conversions integrations offered by LeadsBridge

No integration available but…
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