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Pinecone
by PineconeSalesforcePaid
Manage financial-advisor sales processes in Salesforce with lead syncing, referral management, opportunity tracking, and email templates.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Pinecone adds a sales process for financial advisors in Salesforce, including referral management and opportunity tracking. It provides custom data fields, layouts, business process outlines, and customizable email templates. Leads from call centers can be synced automatically to the database, and further customizations are available for support staff.
Key capabilities
from the Salesforce AppExchange listingCustom data storage
The app includes 100s of custom data storage fields and custom-built layouts.
Business process outlines
It includes 60+ business process outlines for advisors' sales processes.
Customizable email templates
It provides 60+ customizable email templates for stages of the sales process.
Lead database syncing
Call-center leads can be synced automatically to the database.
Sales opportunity tracking
The app includes referral management and opportunity tracking.
Who it's for
Financial advisors and support staff.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Pinecone is a Custom-Designed System to Help Advisors Save Time and Make Money. Pinecone allows financial advisors to optimize their business using our Sales and Business Building Blueprints along world class technology. With Pinecone, you'll be able to nurture relationships, close your deals, and create additional …»