Catchlight’s customers can now benefit from lead prioritization, directing their organic growth efforts with meaningful, personalized conversations directly within Salesforce.
Catchlight today announced it has launched Catchlight℠ Integration for Salesforce on Salesforce AppExchange, empowering customers to access and employ Catchlight’s wealth of data insights without needing to exit their CRM environment. Advisors can view the insights Catchlight generates for their prospects, such as estimated liquid investable assets, projected client revenue, age and income ranges, and more directly within Salesforce. The Catchlight Score℠, a unique prediction of the likelihood that a prospect may convert, will also be available for advisors to prioritize their outreach.
“AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
Catchlight created Catchlight℠ Integration for Salesforce in direct response to requests from advisory firms. Armed with key data and insights, marketing and business development leaders can quickly sort and route prospects to the right advisors, playing to the strengths and connections of each advisor while orchestrating a larger, coherent strategy for organic growth. Advisors will have access to unique data and insights to help them formulate messaging that aligns with their prospects’ specific needs.
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Comments on the News
- “We want to make Catchlight as accessible and useful as possible for advisory firms of every size. Firms with ambitious goals for attracting new clients need data insights to better understand and scale their organic growth campaigns and expect them to be easily integrated within the platforms they already use. This app is a major stride towards that objective, and we feel validated to see our users already winning new business with advancements such as this,” said Yelena Melamed, co-founder and head of product at Catchlight.
- “Catchlight℠ Integration for Salesforce is a welcome addition to AppExchange, as it accelerates business transformation for customers by providing advisory firms with in-depth insights, fostering lead conversion and organic growth from a single, integrated hub,” said Alice Steinglass, Executive Vice President of and General Manager, Platform. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
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