BLEAKLEY FINANCIAL
190 executives and large institutions to small business owners and retirees dictates the focus of the digital transformation he leads . Last year has been a busy one for him and his team . As well as onboarding new businesses in some numbers and concluding the shift from tRx to RedBlack they have affected a radical upgrade in their approach to CRM . For a company whose credibility lies in the trust of its customers , this was an operation that had to be carried out with sensitivity .
The functionality within Salesforce had served well , but once again , added flexibility was felt to be needed in the CRM platform , tying in advisors and clients with sales fluctuations and a number of other variables . The platform chosen was Practifi , which now overlays Salesforce . “ The move was in response to the growing number of requests we were getting from users ,” says Wesley . “ We encourage staff to speak up when they have an idea . We couldn ’ t execute on a number of those ideas given our current Salesforce environment .” We were telling them
MAY 2020