RMB Capital removes the need for Salesforce users to toggle between Salesforce and Outlook and eliminated time-consuming data entry with sync automation.
RMB Capital was founded with the belief that creating an independent firm was the best way to ensure its clients were served in the most beneficial manner—by offering a holistic approach, customized services, and innovative investment solutions. As the firm has grown, it has stayed true to its primary objectives of protecting and growing clients’ assets across a diverse set of market conditions.
RMB had been using CRM for many years and in need of a way to make data input easier for employees by effectively using Outlook and Salesforce, without the data suffering. Users frequently communicate with their clients via email and therefore spend a significant amount of their day outside of Salesforce. For RMB, it was a no-brainer to seek a tool that would provide access to Salesforce from the email inbox.
In the beginning of RMB’s journey for a solution, they choose to build a custom solution to address these challenges. While the custom tool did help capture client communications and sync records from the Inbox to Salesforce, it was lacking in other areas. As with many custom-built applications, RMB was also faced with having to maintain the application where the technical resources to do so were scarce.
Challenges faced with a custom application:
RMB began its buying journey seeking an application that not only met its requirements but also provided a broader set of features to its users from the inbox. ZynBit was chosen because it provides the best user experience making it simple and intuitive for all levels of users. RMB also needed a tool that would provide sync flexibility so that users could control and manage what information was being synced to maintain data quality in Salesforce.