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.
Contacts
We seamlessly pull your contact details from Salesforce into Pulse360.
Notes
We automatically send all your notes to Salesforce CRM.
Tasks
We magically create tasks in Salesforce.