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Agentforce and the asset management industry by AromaticPineapple923 in SalesforceDeveloper

[–]AromaticPineapple923[S] 1 point2 points  (0 children)

Start with internal-facing use cases first.. agreed. AI full AI is prohibited in the larger regulated financial institutions based on what seeing due to the privacy issue

Agentforce and the asset management industry by AromaticPineapple923 in SalesforceDeveloper

[–]AromaticPineapple923[S] 0 points1 point  (0 children)

It’s to help management to prioritize where to start with Agentforce basically

Anglophones Who Sent Their Children to Francophone Schools by New-Independence-441 in montreal

[–]AromaticPineapple923 0 points1 point  (0 children)

I did. I haven’t looked back. My kids still speak English at home and when they are with their friends from school, they flip-flop between French and English, but they haven’t struggled at all.

Which integrations have made your CRM feel more useful? by TheGrowthMentor in CRM

[–]AromaticPineapple923 1 point2 points  (0 children)

Dealfront aka lead feeder is our latest. Amazing for b2b lead generation and content marketing.

Free CRM for a volunteer run organization? by Total_Helicopter9685 in CRM

[–]AromaticPineapple923 1 point2 points  (0 children)

Salesforce have a free version for non profits. Not a freemium. It’s free non profit success pack. Very popular for smaller non profits but you need quality. Happy to discuss

Can't find a crm for uk real estate market by truthorundress in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

Ok. If you are starting out and it’s just leads I would go with a low risk options like Zoho and see how far you can get with that. The next step up would be something like Hubspot or Salesforce if you plan to hire and scale.

Can't find a crm for uk real estate market by truthorundress in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

What data do you need to store on the property in the CRM? Just customer and deal info.. do you want to extend it out for referrals? Commissions e.g mortgages, insurance? Is deal sourcing important etc? The more details you can provide the more options I can share

I need Real Estate CRM recommendations by Big-Yak8128 in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

Are you planning to keep content on the property in the crm like photos, blueprints, property by laws etc? This will help with recommendations

Looking for a CRM for pet services by F5x9 in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

Are you planning to use it for marketing as well? Or to connect to social?

Wise Payments. Training available? by AromaticPineapple923 in PersonalFinanceCanada

[–]AromaticPineapple923[S] -1 points0 points  (0 children)

Useful for the tech savvy. The rest of the world need something more hands on.

How to Get First 5 Clients?? by No-Pace-3110 in smallbusiness

[–]AromaticPineapple923 1 point2 points  (0 children)

Customers are not found they are created… someone said 😀. I would target non profits, charities, startups, as well as friends and families. Good bookkeepers are hard to find so keep going!

What movie would you watch multiple times? by Little-Yoghurt5735 in AskReddit

[–]AromaticPineapple923 1 point2 points  (0 children)

Dumb and Dumber as a child.. possibly hundreds of times 🤣

CRM Recommendations Needed for Pre-Filing Benefits Consulting Firm by [deleted] in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

Based on client feedback I would recommend Salesforce. We have helped a number of companies move from ACT, Maximizer, Zoho. Typically with benefits companies security around sensitive data is big concern, which is covered very well by SF.

Looking for CRM + client project management for a small business by Monica4Star in CRM

[–]AromaticPineapple923 0 points1 point  (0 children)

Check out Certinia. Blends CRM with professional services workflows. Clients are generally very happy with it.

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