Generate more leads with the Wealthbox + Pardot integration

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.

Pardot is a SalesForce tool that provides an advanced marketing automation platform specifically designed for the B2B market. In order to sell your B2B products, it’s crucial to get in contact with decision-makers of your target industry, without wasting time engaging the wrong persons. That’s why Pardot enables you to get the most out of your marketing activities.

With Pardot you get access to an intelligent B2B engagement platform that includes: Effortless email marketing Create personalized, highly effective email marketing campaigns easily, thanks to a quick drag-and-drop email creation tool. Smarter lead generation With Pardot you can count on a smart lead generation method that includes an easy and quick opt-in form creation. Opt-in forms are already mobile-optimized, you can install them on your website or blog, in order to take the most out of your website traffic.

Pardot enables you to create segments of your list, using email triggers or even more advanced methods. Moreover, with Pardot you have the ability to align your sales team to your leads’ needs. By doing so, you can take control of your entire sales process easily and never miss an opportunity.