RightBridge® integrates with CRM systems and Microsoft Outlook workflow
functions such as calendaring, tasks and follow-up items. Outlined in this section
are examples of how RightBRIDGE can be integrated into various platforms. Delivering
sales suggestions to your sales reps at point of customer interaction or during
the advisors existing workflow ensures sales suggestions are seen and acted upon.
Example of RightBRIDGE Sales Widget on Salesforce dashboard
Clicking "why" on any suggestion will bring up the reason text for a suggestion
RightBridge® leverages data feeds that your company may already be using
for other systems. RightBridge® is integrated with the following data sources:
RightBridge® can also integrate with or receive data from back-office, middle-office,
or data warehouse sources.
We integrate RightBridge® with the data for CRM, Data Warehouse, Administration
Systems, and Compliance Systems to get a clear picture of your client's demographics,
assets, and existing products to make the right suggestion at the right time.
SmartOffice consolidates all of your customer and product data into a single view
of your relationship with each of your clients. Use the RightBRIDGE module to leverage
this data into additional product sales and expand your relationships through cross
selling. The RightBRIDGE module uses a needs-based approach to sift through your
entire book of business and identify the most compelling sale opportunities and
proactively present them to you in the SmartOffice Dashboard and Client Contact
Top Opportunities Embedded In SmartOffice Dashboard When you log into SmartOffice
opportunities by client and suggestion type are proactively presented complete with
reasons and calculations.
Click-Through Widget When you select a client or suggestion in the widget by "clicking"
on the client or suggestion, it brings up the RightBridge application.
Top Suggestions in SmartPad
Access client specific suggestions in the Contact Tab
"Build out CRM adoption by using sales intelligence as a carrot. It is vital to
motivate reps to migrate toward the technology platform where their prospects and
deals live. While total CRM adoption is unlikely – or even necessary – among any
given sales team, this practice simply means empowering your team with better prospect
data in the context of the tool you want them to use."
-Chance Favors the Prepared Mind
–Understanding the Science of Sales Intelligence.
System Integration & Workflow
RightBridge® Integrates in 3 key areas:
with CRM systems and Microsoft Outlook workflow functions such as calendaring, tasks
and follow-up items so you can manage sales activity generated from RightBridge
in outlook or CRM.
We integrate RightBridge®
sales suggestion widgets into various key screens in your Advisor or Call Centers
CRM, Portal, or Dashboard. Delivering sales suggestions to your sales reps at point
of customer interaction or during the advisors existing workflow ensures sales suggestions
are seen and acted upon.
We integrate RightBridge®
with the data in your CRM, Data Warehouse, Administration Systems, and Compliance
Systems to get a clear picture of your client’s demographics, assets, and existing
products to make the right suggestion at the right time. We are pre-integrated with
several solutions and utilize existing data feeds from your custom solutions to
make integration simple and fast.
RightBridge® is currently integrated with the following systems:
SunGard Protegent Data File Format
Delivering cross selling suggestions to advisors in their default system is critical
to success of any cross selling platform. Because RightBridge® selling suggestions
are delivered within the advisors existing workflow and at the critical action point
the sales suggestions are actually seen and acted upon. Below is an example of RightBridge
selling suggestions being provided on the client screen within Salesforce.com.