How Financial Advisors Can Shorten the Sales Cycle for New Clients Financial advisors can shorten the sales cycle for new client acquisitions, and it isn't as difficult as you may think. And it doesn’t mean you have to invest large sums of money on advertisements. On average, 92% of financial advisors say that social media helps them acquire new clients. However, this growing trend is not the most reliable method. What happens if the social media platform goes down or ceases operations?
What to Look for in a Salesforce Integration Consulting Company Salesforce integration consulting helps businesses integrate their Salesforce CRM into the business’s business processes and performance culture, as well as tying it into other systems.It's a valuable service, but not all Salesforce consulting companies are created equally. Here are some things to look for when you're making a choice. Quick Takeaways: A qualified Salesforce integration consulting company provides the focus, experience, and outside perspective you need to get Salesforce CRM