Video | Done4U Client Communication & Sales Intelligence See how ReachStack for Salesforce increases Salesforce ROI by enabling an efficient and impactful Done4U Advisor Communication Service with actionable Sales Intelligence. 

Transcript of Video:

Increase your Salesforce ROI and Advisor adoption, by helping Advisors communicate more, and get more out of the effort.
The data is clear. Clients now want more personalized communication from their Advisor. Advisors who communicate more see higher satisfaction, AUM retention & growth rates.
So why aren’t advisors communicating more? 2 reasons… first…it takes time to plan & distribute content…second …advisors don’t see a direct ROI on the time invested.
Reachstack solves these. Our centralized On-Your-Behalf capability, enables your firm to efficiently deliver personalized, high value communication for all advisors, to all their clients…with the push of a button.
Each Advisor gets actionable intelligence based on those communications. Hot Lists of who to call, and what they’re interested in, right in their Salesforce Dashboard.
More client communication with actionable outcomes, increases your firm’s Salesforce Advisor Adoption rates and overall ROI.