AdvisorFocus for Salesforce: Making CRM Success a Reality

Salesforce has officially launched their first industry-specific product: Financial Services Cloud which empowers advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device

The beauty of Financial Services Cloud is that it takes care of all of the best practices for opportunities, managing households & relationship groups and dashboards so you don't have to start your Salesforce implementation with a blank slate.

But how can you further accelerate your time to market? AdvisorFocus is our certified Fullforce solution* & implementation roadmap that helps your project run smoother, increases your likelihood of CRM success, and guarantees great user adoption. Join us on April 20th to learn:

  • The benefits of using the Financial Services Cloud
  • How the LiquidHub approach guarantees implementation success, active user engagement and ongoing adoption
  • How to upgrade your existing Salesforce to Financial Services Cloud
  • How to convert from another CRM to Financial Services Cloud
  • One size does not fit all... How can LiquidHub help?

* Salesforce Fullforce Solutions are systems integrator or consulting partner offerings recognized for their specialization in priority Salesforce industries and other key solution areas. Fullforce Solution partners have demonstrated expertise and receive Salesforce go-to-market support, executive sponsorship and guidance as part of the Salesforce Partner Program.

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