Proposal Plan
Win contracts faster by combining live data, action items, and collaboration in a single view.
As the role of a financial advisor becomes increasingly complex, it’s important to have a streamlined closing process so that important deals don’t get mismanaged or client relationships suffer. Having an organized template that outlines your exact proposal and closing process is a great way to make sure your advisors can easily move deals across the finish line. From the initial quote to the last legal review, templated business processes in Salesforce make it easy for teams to take the correct steps, focus on the plan, and close deals more efficiently.
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Live Salesforce Data
The Salesforce Record Live App allows you to view, update, and discuss field data for Salesforce records.
Project Tracking
Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.
External Sharing
Share close plans with your customer and extended team to get the deal across the finish line faster.
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