What is ZenDesk
Zendesk is a customer support service for businesses and companies that allows you to offer a first-class customer support to your clients and prospect. Zendesk’s software is designed to optimize your customer relationship by empowering the collaboration within team members. Zendesk helps your company be more flexible and increases the trust of your customers.
Benefits of using ZenDesk
Thanks to Zendesk, you can also collect a huge quantity of data that allows you to turn a short chat with a prospective client into a long-lasting relationship. Zendesk allows you to offer a customer service that stands out of the crowd, because its software is designed to help your team members be more efficient and fast.
Why should I use ZenDesk
Moreover, ZenDesk provides you insights and data about the most relevant metrics of your business, like the level of engagement with your customers and much more. ZenDesk is a helpful software for growing your business at scale. In fact, you can connect the platform with your favorite business tools and partners and take the most of of your customers support efforts.
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 ZenDesk
Create new Wealthbox contacts in reports with ZenDesk
Create new Wealthbox contacts in lead sources with ZenDesk
Update Wealthbox contacts in tags with ZenDesk
Update Wealthbox contacts in reports with ZenDesk
Update Wealthbox contacts in lead sources with ZenDesk
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.