Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Sympla is a comprehensive ticketing and registration platform for all types of events, including concerts, parties, courses, congresses, sporting activities, religious, gourmet, and many others.Sympla Integrations
Sympla + Wealthbox CRMCreate Household to Wealthbox CRM from New Event in Sympla Read More...
Sympla + Wealthbox CRMStart Workflow in Wealthbox CRM when New Event is created in Sympla Read More...
It's easy to connect Wealthbox CRM + Sympla without coding knowledge. Start creating your own business flow.
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.
Triggers when a new event is created in your Sympla account.
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 present-day world is becoming more competitive and complex day by day. It is very important for people to keep on upgrading their technpogy in order to perform better in this highly competitive world. Technpogy is not only restricted to machinery, gadgets, computers etc. but it has its place in our personal life as well. This phenomenon can be seen in the case of sales departments of companies. A sales department is the face of the company. The sales department of any company can simply be defined as the group of people working on sales of a company’s products or services. Sales people are supposed to interact with customers regularly and regularly generate leads for the company. Sales people need to have a good marketing background in order to sell products of a company to its target audience.
Sales people are expected to regularly reach out to customers through various methods. For example, they are expected to regularly reach out to customers through phone calls, emails, social media chats, meetings, etc. Customers have become very tech savvy nowadays so it is very important for the sales person to regularly get in touch with them through all the available means of communication. This is where Wealthbox CRM and Sympla can help them in their task. Both these programs together helps sales persons to automate their daily tasks in order to save time and improve productivity. These two programs can also help them in generating leads for their company.
Let us now take an in-depth look at Wealthbox CRM and Sympla. Wealthbox CRM is a cloud-based program that helps sales persons in managing their leads. It helps them in managing their contacts, deals, emails, notes, etc. It helps them in automating their daily tasks like emailing prospects regularly, fplowing up on deals regularly etc. It helps them in maintaining a record of their interactions with customers and prospects over time. This program helps them in tracking what they did with each customer or prospect that they talked with regularly. It also helps them in tracking what the customer or prospect said about them over time. It is an all-in-one program that helps sales people in managing their daily tasks efficiently.
Sympla is another cloud-based program that helps sales persons in generating leads for their companies by tracking customer or prospect’s activity over time. It sends emails automatically according to the schedule which you configure for it. For example, if you configure it such that it should send an email every two weeks after a customer or prospect received an offer from you, then it will do so accordingly. It can be configured such that it should send an email after a customer or prospect visited your website or blog etc. This program comes with a ready-made template so you don’t have to worry about designing the email yourself. All you have to do is maintain a list of people who should receive emails from you and how often should it be sent out and let Sympla do the rest for you. The best thing about this program is that it does not spam your customers as it only sends emails when there is something new about your company that needs to be conveyed to its users like an update of your latest blog post or your latest product launch etc.
So now we know what Wealthbox CRM and Sympla together offers us and why we should use them both together but we still don’t know how they work together and what benefits we will get by using both together for our benefit. With both these programs integrated with each other we can expect to get some really great results. We can expect a lot of benefits from this integration because both these programs perform almost similar tasks but they do so in different ways that complement each other’s work perfectly. For example, Wealthbox CRM allows us to track our leads by tracking what they did with us over time whereas Sympla allows us to track our leads by tracking what they did with us over time as well as what we did with them over time. So these two programs together help us in getting a complete picture of what exactly happened between us and our leads over time which gives us an insight into their buying behavior which could prove very beneficial for us if used correctly because we will be able to create a profile of our leads as well as generate leads intelligently which will increase our sales considerably as well as boost our sales efficiency because our sales will now be driven by qualified leads instead of just random leads from non-qualified customers who are not interested in our products or services from the start because we will be able to know who exactly is interested in our products or services because we will be able to track their activity over time and know what exactly they liked about us and what exactly they didn’t like about us. This will help us in avoiding wasting our time on non-qualified leads which would otherwise waste our time and energy on unproductive activities which won’t bring any real benefit for us at all.
The process to integrate Wealthbox CRM and Sympla 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.