When starting a new financial planning office, some technology challenges come even after youve made a software decision. Recently, Ive been struggling with my last piece of software -- a CRM system.
A couple of weeks ago, I tried out different pieces of software and settled on Salesforce Wealth Management edition. However, through a miscommunication I ended up with the standard Professional edition of Salesforce. Since it didnt really fit my needs, I ended up with two options: switch my license to the Wealth Management edition or look for an appropriate overlay -- that is, a vendor who builds a different interface customized for a specific industrys terms, preferences and business processes. One such overlay for the financial services industry is XLR8, from Concenter Services.
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