System Integration With Portals and CRM

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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:

  • Albridge Solutions
  • SunGard Protegent
  • Thomson Beta

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.

Ebix SmartOffice

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 tab.

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.
The AberdeenGroup

System Integration & Workflow

See RightBridge

RightBridge® Integrates in 3 key areas:

  • RightBridge® integrates 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:

  • Albridge Solutions
  • Aplifi
  • Ebix
  • M&O
  • Microsoft Outlook
  • NAVIGATE
  • SalesForce.com
  • SunGard Protegent Data File Format
  • SunGard WealthStation

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.