MDRT leverages the powerful combo of Salesforce Sales Cloud and Aptify membership data to empower their sales team with insights and streamlined workflows. The result? A sharp surge in financial advisory clients adopting the company's cutting-edge tools and services.
Challenge
MDRT's sales team lacked visibility into company membership data, which made it challenging for them to understand how clients were utilizing MDRT's tools and services. This made it almost impossible to take proactive action to increase adoption. If members failed to leverage MDRT tools and services, there was a distinct risk of long-term membership churn. More importantly, MDRT wanted to be sure that its members were thriving.
Solution
Wise Wolves recognized that an "end-user focused" solution was needed on behalf of MDRT for its members. They then designed MDRT a custom Sales Cloud implementation and built a custom integration with Aptify, MDRT’s membership database, that let the MDRT membership success team view membership information and track adoption metrics in Salesforce. The solution also utilized automation to flag clients at high risk of attrition - and to enroll them into workflows that support the engagement efforts of MDRT's membership success team.
Outcome
MDRT’s sales team is now getting insight into client adoption and is able to proactively engage with high-risk clients. As a result, the company is seeing improvement in the adoption of its tools and services.
Best of all is that MDRT members are more likely to integrate MDRT tools and services into their workflow - thus they're now able to become more capable providers of financial services.
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