Video | Add new Dataset to Each Contact See how ReachStack for Salesforce increases your Salesforce ROI by providing a unique new dataset of actionable contact insight and Sales Intelligence.
ReachStack for Salesforce: Add a unique new Dataset to every contact (30 second demo)
This 30 second demo video shows how ReachStack for Salesforce (RS4SF) increases your Salesforce ROI and by automatically adding a unque new dataset to each contact profile, a dataset which provides enhanced insight on each contact's interest and business growth opportunities, right in the Advisor dashboard. Hosted by Neil Kapasi, Business Development lead at ReachStack.
Transcript of Video:
Increase the ROI on your Salesforce investment, by utilizing a new client dataset.
ReachStack for Salesforce automatically gathers a unique dataset by tracking how each client engages—with emails, website visits, and social media—to reveal their specific interests in products and services
This AI-driven “Interest Profile” tells advisors exactly what each client is curious about, and surfaces “Hot Lists” and “Next Best Actions” directly within their Salesforce dashboard.
That means advisors can prioritize the right prospects and clients and initiate the impactful conversations, that boost sales efficiency and ROI. No extra work—everything is automated, personalized, and integrated into your dashboard.
As always, reach out with questions or book a 15 minute demo of new ReachStack for Salesforce.
Any questions?
Please contact us and we'd be happy to answer.
