Integrate Workplace by Facebook with Wealthbox
What is Workplace by Facebook
Workplace by Facebook is a platform for team collaboration that takes the most essential components of the social network, including user profiles, personalized news feeds, groups, searches, events, chats & calls, and packages them as a new cloud-based business software product, optimized and protected for internal business and B2B communications.
Benefits of using Workplace by Facebook
Workplace by Facebook offers a secure space for each organization.
Why should I use Workplace by Facebook
It allows team members to communicate within groups, using their personal profile to share info and events. By doing so, businesses can rely on professional communications with less distraction at work.
What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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.
Create new Wealthbox contacts in tags with Workplace by Facebook
Create new Wealthbox contacts in reports with Workplace by Facebook
Create new Wealthbox contacts in lead sources with Workplace by Facebook
Update Wealthbox contacts in tags with Workplace by Facebook
Update Wealthbox contacts in reports with Workplace by Facebook
Update Wealthbox contacts in lead sources with Workplace by Facebook
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.