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Pinecone's Total Technology Toolkit

By Pinecone

Your Silent Partner in Success: The Platform for Financial Advisors/Agents

No Ratings
Starting at $60   USD/user/month
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Industries
Financial Services
Business Need
Sales
Productivity
Requires
None
Compatible With
None

Pinecone for Salesforce offers independent financial advisors a ready-to-use client management solution. Streamline your practice with embedded features like the Pinecone Sales Sequence, detailed financial tracking, and more to increase your bottom line!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
None
Salesforce Editions
Professional
Enterprise

App Details

Version
PineconeCRM/ver 0.3 0.3.0
Listed On
11/25/2024
Latest Release
11/25/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/18/2024

Additional Details

The Pinecone Total Technology Toolkit for Salesforce is designed for small businesses, offering a cost-effective alternative to other enterprise solutions. Pre-configured and ready to use, it streamlines operations without requiring a Salesforce admin. Key Features: No Restrictions: Ideal for all advisors and agents, regardless of team size or affiliation. Proven Sales System: Leverage the Pinecone Sales Sequence for a 75%+ deal close rate. Comprehensive Data Management: Track financial history, organize client info, and manage custom records for annuities, insurance, AUM, and more. Immediate Benefits: Simplified Operations: Manage income, expenses, and financial accounts with ease. Optimized Client Insights: Replace unorganized notes with structured, actionable data. Pinecone’s solution provides everything you need to scale your practice—quickly and cost-effectively.

Need help?

Pinecone

Carmel, IN

Support Phone3173436230
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