Update your Salesforce data inside of Microsoft Excel!

Posted by Cathy Boudreau on Jul 31, 2014 11:45:00 AM

We are always searching the AppExchange for handy apps that can help make our clients job's easier.  We recently came across the Enabler for Excel and we have to say, it's worth sharing.

The Enabler for Excel is a Microsoft Excel add-on that allows you to perform mass updates, inserts and deletes. You can do this all within Excel and makes data work much easier than using the Data Loader. You can run a Salesforce report out to Excel, make data changes in Excel and seamlessly push it back to Salesforce.

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Topics: Data Management, AppExchange

5 Reasons Wealth Management Firms Need a CRM Strategy

Posted by Cathy Boudreau on Jul 29, 2014 11:30:00 AM


The competitive financial marketplace creates an imperative need for quality client service. And, the application of CRM technology has not only helped improve this demand for service quality, it has also lead clients to expect higher levels of personalized service from their financial advisor. Still, many wealth management firms are reluctant to adopt CRM due to the perceived high-risk.

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Topics: CRM Planning, Wealth Management

Secrets of Inbound Marketing Automation

Posted by Cathy Boudreau on Jul 23, 2014 8:15:00 AM

It’s not wise to “wing” marketing automation. Yes, there’s a priority to select the right tool, but it’s equally as, if not more, important to have a plan. Because marketing automation goes far beyond the selection and implementation of a software, marketers must prioritize the development of an automation strategy and continually maintain it moving forward. Done right, inbound marketing automation can be affordable, generate high quality leads and can be very easy to measure.

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Topics: Inbound Marketing

Gmail vs. Outlook and Salesforce Integration

Posted by Cathy Boudreau on Jul 21, 2014 1:40:00 PM

Bill Goulette, our Salesforce Practice Director of Mid-Market and Commercial, chats with Steve Chipman, President of Lexnet CRM, to discuss the pros and cons of Gmail vs. Outlook and Salesforce integration.

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Topics: CRM, AppExchange

5 Reasons Wealth Management Firms Should Move from Proprietary CRM to Salesforce

Posted by Cathy Boudreau on Jul 16, 2014 12:34:00 PM

According to various buyer reports, business have more confidence in Salesforce software opposed to the fierce competition in the CRM marketplace today. But, even considering their worldwide popularity, why should wealth management firms trust Salesforce over custom or proprietary CRM solutions?

Simply put, Salesforce offers what other CRM solutions just can’t. This alone gives wealth management firms the power to obtain reliable CRM technology that’s affordable and customizable. Yet, there’s still more testimony. Here are the 5 most compelling reasons to choose Salesforce for your wealth management firm’s CRM system.

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Topics: Salesforce.com, AppExchange

CRM vs Marketing Strategy - What's the Difference?

Posted by Cathy Boudreau on Jul 14, 2014 1:51:00 PM

A CRM strategy and a marketing strategy both share related purposes and are integral to each others success. Every business needs both. However, each strategy has it’s own unique distinctions. It's important to think of neither sales nor marketing as a stand-alone effort, rather understand how each strategy supports different business-related objectives and goals.

Although CRM vendors have developed their platforms to handle a variety of marketing functions, these capabilities should not replace the development of a marketing strategy. Nor should businesses approach a CRM implementation that is only supported by an marketing strategy. In order to have success in developing customer relationships, there needs to be a strategy for both CRM and marketing initiatives.

Perhaps the best way to understand these differences is to look at what each strategy aims to accomplish.

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Topics: CRM Planning, Sales/Sales Strategy, CRM

Pros/Cons of Proprietary CRM Software for Wealth Management Firms

Posted by Cathy Boudreau on Jul 10, 2014 11:00:00 AM


Every wealth management firm has a unique workflow. So, when shopping for a CRM software for the firm, it’s important to choose an option that complements these processes. Some firms will turn to proprietary solutions since most other commercial options don’t always meet all their needs. Ultimately, the decision between a proprietary or a commercial software comes down to a few key factors. Either way, the software must align with the firm’s goals and should be able to improve the overall business process.

When weighing the strengths and weaknesses of software options, always take the firm’s unique circumstances into consideration.

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Topics: Wealth Management

The CRM Selection Process

Posted by Cathy Boudreau on Jul 8, 2014 5:29:56 PM

Sid Lejfer, our Managing Partner, speaks with Steve Chipman, president of CRM Switch, about the CRM Selection process.  Both Steve and Sid have a wealth of CRM knowledge having been in the industry for many years. CRM Switch is an independent and unbiased third party that provides clients with the information they need to make the best choices for their company, regardless of the CRM vendor.

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Topics: Sidney C. Lejfer, CRM Best Practices, CRM

Secrets of Successful CRM Implementation

Posted by Cathy Boudreau on Jul 8, 2014 6:38:00 AM

CRM has become a widely accepted business application. And although it’s a common tool, there still seems to be much mystery around how to best implement it.

A functional CRM system is really nothing without quality data. It’s the secret that makes all the difference between a successful implementation and a failed investment. Unfortunately, data still gets treated as an afterthought. Even if the CRM system has all the “bells and whistles” you could ever hope for, without quality data is just an empty shell.

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Topics: CRM Best Practices, CRM Implementation, Data Management

Can CRM be a DIY Project?

Posted by Cathy Boudreau on Jun 19, 2014 2:35:42 PM

DIY CRM implementation methodologies can be effective under the right conditions. However, because many business owners tend to focus on the initial upfront costs of CRM, they end up venturing down the DIY route (spending too much time, energy and resources) when investing in outside help may be the more cost effective solution.

If your business is approaching a CRM implementation with a DIY methodology to reduce investment risk, it’s important to consider a variety of other factors before embarking on a potentially costly, time-consuming expenditure. What are the potential repercussions? Is it worth the time? Having realistic expectations and a sufficient understanding of CRM implementation is critical under this model.

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Topics: CRM Best Practices, CRM Implementation

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