Cobalanced Solutions - Balanced Incorporated - AppExchange
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Cobalanced Solutions
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
Cobalanced Solutions
Build Better Client Relationships
Send Personalized Communication
Never Drop the Ball with Intelligent Reminders
See a Complete Client Profile
Systems the Whole Team can Get Behind
Get More Productive with Automation
Unify Your Data Across Departments and Apps
Helping Insurance Agencies Build Better Client Relationships

Plenty of agencies use a CRM, but how can you leverage that to win more clients, build stronger relationships, and provide better customer service. We can help you by partnering to create the infrastructure and systems that will allow you to thrive.

Highlights

  • Personalized Interactions: Win more business by showing your clients how much you care. You can have your clients’ complete information in a moment’s notice, no matter where you are. Utilize intelligent templates to craft the perfect email in seconds.
  • Actionable Insight: Take the guesswork out of running your business with real-time dashboards and reports that provide a complete picture of your business. We will ensure the data you have is accurate and complete with simple systems everyone can follow.
  • Project Rescue - Many of our clients come to us with projects that are half completed or are failing to be useful and gain traction with employees. If you have invested in Salesforce and need help getting those returns, we can help!


Description

Salesforce can help you serve your clients better and improve your bottom line, and you’ve decided to use it.####What now?####You need to:## - Map out how your business currently works## - Refine and build these systems with Salesforce in mind## - Set up Salesforce accordingly including customizations, automations, reports, dashboards, and integrations## - Train everyone## - Refine as your business adapts and pivots####Oh, and you still need to be running your business during one of the most uncertain times in modern history.####You’ve got this. We can help.####You can have systems that just that are easy to follow.##Data can be unified, accessible, and informative.##Priorities can be clear.##You can have a clear picture of your clients on demand.##Client communication can be personalized, quick, and always captured.##Tedium can be automated away.##In short, you can be free to focus on running your business and serving your clients.####We’ve been implementing Salesforce for businesses like yours for years now. Leverage our experience and hard won knowledge to guide your business to the Salesforce promised land. Schedule a free consultation today.

Geographic Focus

United States
Colorado Florida

Languages

English