Streamline your data management process with the Zendesk Sell + Wealthbox integration

Zendesk Sell is a marketing software designed for the sales team of businesses from all scales and industries. This all-in-one solution provides a lot of features for customer relationships and sales management, including an email marketing application, a built-in dialer for phone calls and a robust analytics system to measure your success.

Sales teams can funnel the leads from multiple sources through the built-in visual sales pipeline, which includes information, updates and detailed reports about deals. It’s always accessible by sales team leaders. In this way, reps and leaders can collaborate, share relevant deal data and track all the activities.

Zendesk Sell integrates with different services and platforms such as Hubspot, MailChimp, Google Apps, and many others. Dozens of integrations are available in the “Snap Marketplace” and almost any other services can be integrated through their public APIs.

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.