The most recent product release for the development team is our new DNA Talent Report and customizer. This new feature provides our users ultimate flexibility in the application of DNA Reports, regardless of the application.
How many times have I walked away with that “WOW” experience. Never! That is until I attended Dreamforce last week put on by Salesforce.com at the Moscone Center in San Francisco.
Advisors need to be great networkers, money managers, bosses and wealth mentors. Salesforce can help with some of these activities just by keeping you organized, but the real ticket is inside the Salesforce Appexchange where software providers have developed “apps” to make your life easier.
Studies show that 10 out of 10 CRM platforms do not have a behavioral based customer engagement system. This will soon change as the Communication DNA app for Salesforce.com gets released.
Just as a business relies on its contact record database as its sole source of record keeping, we are becoming the standalone and single source of understanding and matching employee and customer behavior.