RMB Capital uses sync automation to eliminate manual data entry and end the need to toggle between Salesforce and Outlook.
RMB Capital is an independent firm founded with the belief that there is a better way to serve clients. Unique to the industry, the firm offers 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.
Since 2012, RMB Capital used Salesforce as their primary CRM. After years off manual entry, the firm desperately needed a way to make data input easier for employees – ideally a way to sync Outlook and Salesforce together.
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.
Before joining the Cirrus Insight family, RMB Capital had two major challenges they needed to solve:
In the beginning of RMB’s journey for a solution, they chose to build their own custom tool. While their custom solution did help capture client communications and sync records from the Inbox to Salesforce, it was lacking in other areas. Additionally, as with many custom-built applications, RMB was also faced with having to maintain the application – requiring time and resources they did not have.
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 their inboxex. RMB chose Cirrus Insight because it provided the best user experience and had a simple and intuitive interface for all levels of users.
RMB also needed a tool that would provide sync flexibility for users – specifically one that would allow them to control and manage what information was being synced to Salesforce.
With the introduction of Cirrus Insight, RMB Capital's approach to sales has been all but overhauled. Truly changing the way they sell, Cirrus Insight was able to meet the needs of the independent firm, as well as take them to the next level.
Of the many improvements, the most notable are: