Salesforce CRM Analytics

The CRM analytics for us is really that insight into bridging that customer experience and advisor experience. With the wealth management advisors that we support, how do we look at how they're engaging with the platform versus the outcomes that we see for both our customers as well as the business.

• In the past six months since we've really changed this over to Salesforce, that really understanding where the advisor can reach out next, that's been such a critical component of this transition for us, is looking at not only just looking at a timeline of customers, which historically was like, all right, well let's just reach out to them every 12 months. There wasn't really much thought process behind it. It's being able to integrate things around life stage or integrating different areas of improvement. Do we have a beneficiary inheritance that we came down the line? Do we have a retirement from a particular institution? Are they starting to do retirement minimum distributions, but they didn't let us know that they're doing that? It's integrating a lot more data points to truly drive that next best contact beyond just a time balance scenario.

Oracle Siebel CRM

We use the system to input accounts, clients, any leads, any opportunities that we have for our system or for our company. But we use that probably daily. We pull reporting based on that. If we need to do any outreach personally for that, I usually use it, utilize it for outreach, and then just pretty much like customer management and everything like that.

• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

Intuit Mailchimp

Our primary use is to support our job seeking clients or customers, whatever you want to call them. We have a profile built for them, of course. And then we use this for tracking which programs they're in with us as far as the grant funded programs that we administer. And we also communicate them with them over text messaging.

• Super positive with the texting capability with this new generation that we work with.

Oracle Analytics and SAP Analytics Cloud

Worknet, Microsoft 365

We are using Salesforce CRM Analytics in order to track all the information that we have in Salesforce, which is our main repository for all the information related with customers, prospects and partners, All our revenue is tracked there, so it´s very easy to see the return of the investment of each single campaign.

• Better understanding of our customers interactions
• Better control of the ROI
• Better control of all the marketing activities

Zoho Analytics, HubSpot CMS Hub and 365 Data Science

Demandbase One, Adobe Marketo Engage, Microsoft 365

We are using Salesforce CRM Analytics as reporting tool, and this serving our purpose as we are travel industry company we use to report the the bookings against each travel agency and related services subscription details, these all details we can track in single page with the reports and dashboards creation.

• Our bookings reports scheduled helps us to know the status of business
• Easy to sell the related services with the customer identification
• Leadership can easily track the business growth

Qlik Analytics Platform

Rally Software, Salesforce Revenue Cloud