Financial Advisors, you don't need superficial Salesforce CRM integrations. You need automation that actually does something.
That's what we deliver to you to save you headache and time. Check out how Pulse360 deeply integrates with Salesforce CRM.
We seamlessly pull your contact details from Salesforce into Pulse360.
We automatically send all your notes to Salesforce CRM.
We magically create tasks in Salesforce.