Catchlight℠ Integration for Salesforce
Powerful insights to help you grow your business
Overview
The Catchlight® Integration for Salesforce allows you to seamlessly enrich your contacts with insights, like the Catchlight Score™, estimated investable assets, life events to save time and deliver a more streamlined experience for your business growth.
Synchronize contact profiles between Salesforce and Catchlight to update both systems simultaneously
Link directly between a Salesforce account and Catchlight to take action or gain insights on your prospects or clients
Create smart workflows using Catchlight insights
Catchlight, incubated in Fidelity Labs, is dedicated to helping advice professionals be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps quickly identify which leads to pitch and how to best engage them. The Catchlight® Integration for Salesforce allows you seamlessly enrich your contacts with insights, like the Catchlight Score™, investable assets, and life events to save time and deliver a more streamlined experience for your business growth.
Categories
- Business Needs
- ProductivityMarketingSales Intelligence
- Industries
- Financial Services
- Personas
- ExecutiveMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package