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
BlueFrog - Affirm
E-Z Data
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.
