As the role of a financial advisor becomes increasingly complex, it’s important to have a streamlined closing process so that important deals don’t get mismanaged or client relationships suffer. Having an organized template that outlines your exact proposal and closing process is a great way to make sure your advisors can easily move deals across the finish line. From the initial quote to the last legal review, templated business processes in Salesforce make it easy for teams to take the correct steps, focus on the plan, and close deals more efficiently.
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