Video | Growth Intelligence Demo See how ReachStack for Salesforce delivers 70% adoption through unique Sales & Growth intelligence for Financial Advisors.
ReachStack for Salesforce: Growth Intelligence (30 second demo)
This 30 second demo video shows how ReachStack for Salesforce (RS4SF) provides unique Growth Intelligence directly into your SalesForce Dashboard, based on AI analysis of your communications. Hosted by Neil Kapasi, Business Development lead at ReachStack.
Transcript of Video:
When Reachstack is integrated with Salesforce….Advisors get a new layer of unique, actionable growth intelligence on each client & prospect. In real time Advisors receive a hot list of top prospects right in their Salesforce dashboard…allowing them to understand who are the most engaged contacts within their database, then see exactly which product or service area each contact is interested in based on communications. Understanding who to talk to and what to say, allows Advisors to grow AUM by better servicing current clients, and more effectively closing prospects.
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