I’m still not convinced that Salesforce, out of the box, is an attractive CRM for financial advisers.
Most firms need to customize much of what comes with the standard Salesforce package; some succeed after making substantial investments, while others give up, frustrated by the seemingly endless list of things to change (see: Salesforce for financial advisers solicits bipolar reactions; AppCrown attempts to resolve disjointed CRM).
Instead of customizing Salesforce in house, many advisers are leveraging third-party utilities found in the AppExchange. One of those utilities comes from Orion Advisor Services, called Orion Connect.
For details on Orion Connect and several new functions it offers, I spoke with Orion Advisor Services president and CEO Eric Clarke in the video spotlight below.
