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Pinecone

By Pinecone

Go Further. Go Pinecone.

No Ratings
Starting at $19   USD/user/month
Industries
Financial Services
Requires
Sales Cloud
Financial Services Cloud
Compatible With
Financial Services Cloud

Pinecone allows financial advisors to stay organized within their business. You'll be able to nurture relationships, close your deals, and create additional revenue with our built-in sales process, referral management, and opportunity tracking.

  • Pinecone Overview

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Pinecone for Financial Services/1.2 1.2.0
Listed On
12/20/2021
Latest Release
09/08/2022
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
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: 1
Custom Tabs: 1
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.
1.2.0
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.
04/16/2021

Additional Details

Pinecone is a Custom-Designed System to Help Advisors Save Time and Make Money. Pinecone allows financial advisors to optimize their business using our Sales and Business Building Blueprints along world class technology. With Pinecone, you'll be able to nurture relationships, close your deals, and create additional revenue with our built-in sales process, referral management, and opportunity tracking. ---The Pinecone + Salesforce AppExchange App Includes--- -100s of Custom Data Storage Fields, and Custom Built Layouts for Efficient Data Storage and Access -60+ Business Process Outlines, Organized to Eliminate Confusion and Maximize Productivity, Based on the Same Industry-Leading Client Journey Our Top Producers use to produce >$50 Million Annually -60+ Customizable Email Templates Created to Hit the Client at the Right Moment to Create Urgency and Action at Every Step in Advisors’ Sales Process to Increase their Close Ratio and Create More Revenue -Automatic Lead to Database Syncing - Never Manually Input Call Center Leads Again! -Further Customizations to Give Advisors The Freedom to Hire Support Staff and Scale their Practice For A Bulletproof EXIT STRATEGY

Need help?

Pinecone

Carmel, IN

Support is available on the Pinecone Support Community for Registered Pinecone Users.

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