Qlik Sense is a modern data analytics platform. Our one-of-a-kind analytics engine and AI empower any user to find hidden insights query-based BI tools
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
Qlik Sense + Wealthbox CRMCreate Household to Wealthbox CRM from New Space in Qlik Sense Read More...
Qlik Sense + Wealthbox CRMCreate Project to Wealthbox CRM from New Space in Qlik Sense Read More...
Qlik Sense + Wealthbox CRMCreate Note to Wealthbox CRM from New Space in Qlik Sense Read More...
Qlik Sense + Wealthbox CRMStart Workflow in Wealthbox CRM when New Space is created in Qlik Sense Read More...
Qlik Sense + Wealthbox CRMCreate Contact to Wealthbox CRM from New Space in Qlik Sense Read More...
It's easy to connect Qlik Sense + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new collection is created
Triggers when a new space is created
Triggers when a new user is created
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Creates a new app
Creates a Space
Creates a user in a given tenant
Creates a new collection
Updates a space
Updates a collection
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
The organisation I have chosen for my article is Wealthbox CRM.
Qlik Sense is a visual analysis top that helps to create compelling insights from data, fast. Qlik Sense is easy to learn and use. It allows users to quickly see the relationships between business data, analyse them visually, and make better decisions based on deeper understanding of the data.
Wealthbox CRM is a CRM that allows you to manage your customers, prospects, partners, suppliers, employees, and products. It will also allow you to record transactions, create billing statements, track payments, send reminders, organise events, tasks, store files, store notes, store contacts and much more.
Wealthbox CRM integrates with Qlik Sense. It allows users to create attractive dashboards with Power BI. The integration is seamless and easy to use. The relationship between Qlik Sense and Wealthbox CRM provides users with an excellent topset to gather data, analyse it and generate insightful reports about their business. The integration makes the task of managing sales easier than ever before. Users can now track sales figures, sales pipeline, sales performance metrics and much more. Users can also take action based on the insights they discover through the integration. They can create connections between their customers and opportunities in order to better cross-sell/up-sell customers. Users can connect their customers to their competitors. They can also answer questions like "Who are our best customers" or "Who are our most loyal customers". Users can also connect their customers to their suppliers/vendors/employees/partners/prospects to better analyse their customer behaviour across different channels. Users can now easily tag their customers using the integration. They can also create groups of customers based on tag values. For instance if users want to group customers by location they can easily tag them based on city/state/country locations and then group them accordingly. They can also create groups of customers based on their customer level i.e. gpd/silver/bronze etc. This will allow them to gain insights into their customer behaviour across different levels of customer loyalty. They can also gain insights into the sale performance of the top 10% of their customers i.e. their high value customers using the integration. Users can also create a dashboard showing which of their products are selling well and which of them are not. Users can create a dashboard containing all of their products and then filter them by product type or by any other values i.e. price range or customer segment etc., This will enable users to gain insights into their product performance across different customer segments and also give them ideas for new products that they could add to their portfpio or add additional features to existing products in order to increase their sales. In addition to the above, users can also gain insights into the performance of their marketing activities using the integration. They can create a dashboard containing the number of leads generated by each channel over a set period of time and use this information to determine how effective each channel is in generating leads for them and decide which channels they should focus on in future campaigns. Users can also connect the leads generated by one channel to the leads generated by another channel in order to see how effective cross-selling is for them i.e. how many leads generated by one channel convert into actual sales for them via another channel.
The process to integrate Qlik Sense and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.