AdvizorPro offers an easy-to-use Salesforce integration allowing its clients to automatically sync high quality broker-dealer, insurance agent & RIA lists with Salesforce. For those in need of a broker-dealer or RIA database for selling or recruiting into the advisor space, the ability to integrate with Salesforce is often crucial. An organization’s CRM system is often the core of all sales, marketing and client service teams.
Integrating your RIA data directly with your CRM ensures your entire team is leveraging the most up-to-date data and avoids time and headache manually loading data files. Getting started with the AdvizorPro Salesforce integration is easy and can be accomplished in a few easy steps noted below.
You can read a case study on how an AdvizorPro client has fueled its growth with advisors while leveraging the SalesForce integration to see a real-world example.
1. Decide on a universe of advisors to sync with Salesforce
Most clients do not want every single advisor in the United States being imported to your CRM system. Whether it is by channel (B-D vs RIA vs dually-registered, location, custodian, TAMP size or dozens of other filters, your sales and marketing teams will be best served by helping them focus on their true market. AdvizorPro makes it easy to apply multiple filters simultaneously and save lists to import/sync with your CRM.
2. Connect AdvizorPro with Salesforce
We provide in-app visual instructions to connect the two platforms and allow us to push data into your Salesforce instance. Usually this can be done in a matter of minutes, but we have integration specialists on hand to help with more bespoke Salesforce instances – we’re with you all along the way.
3. Map data fields between Salesforce and AdvizorPro
Using our step by step guide and dropdown menus, map the names of the data fields between the two platforms. You can even select the level of automation you would like individually for each field.
Enjoy leveraging the freshest broker-dealer, RIA and insurance producer data in your CRM instance! Depending on your selected settings, new contacts as well as data updates to existing contacts will be automatically added and/or updated.