Member Article

Why CRM developers recommend wealth management firms ?

Here, we will explain why wealth management firms are trusting Salesforce over CRM. The answer is the features offered by Salesforce are different than CRM. In this post, MS CRM developers will discuss them in detail to let the development community aware of the facts and help enterprises in making better selection.

By analyzing market reports, enterprises are more faithful and dependent on Salesforce software than MS CRM software solution. Both are different products and give fierce competition to each other in CRM marketplace. Even if you consider the popularity of MS CRM and Salesforce in the market, there are few reasons that will turn you towards Salesforce instead of custom based client relationship management solutions.

Functionality

MS CRM features are good till they benefit users. This limitation makes Salesforce better option- the best part about Salesforce is it can set your routine tasks on automated mode and offer advisors required flexibility and freedom and deliver satisfactory results. Moreover, Salesforce also supports other workflow efficiency features like calendar and appointment scheduling management that enable wealth advisors to keep the important task on top of the list and share their activity histories with each client.

Advisors can also communicate in real time with each other using “Chatter” tool supported by Salesforce. From keeping the clients in the loop to sharing records and documents, Salesforce helps in most efficient way to achieve desired output.

Customizations and AppExchange

Wealth management clients are taking more interest in Salesforce than Microsoft Dynamics CRM development due to vast range of customization possibilities. CRM competitors are offering similar customization options for apps, but nothing is more powerful like AppExchange. The vast range of applications in the AppExchange makes Salesforce more flexible and affordable solution than any other proprietary software.

Reports and Dashboards

In Salesforce, user is allowed to alter or change reports and analytics in compliance with user requirements. Customization of reports is easy process in Salesforce and can be profitable to both the advisors and their clients. Besides this, dashboard is also user-friendly and doesn’t sacrifice CRM functionality anyhow. This simplicity has become a reason for companies to rely on this CRM application.

Training

As it said above, Salesforce is user-friendly and can be easily adopt by advisors. They just need little training to navigate options and interface to understand the format. It consumes lesser time and offers various tools for learning – user guide, blog posts, webinars, and videos.

No doubt Salesforce today dominates the CRM marketplace due to all of these features. And with this, we can conclude the scope of the MS CRM Developers and Community in near future- which is agile.

This was posted in Bdaily's Members' News section by Samual Alister .