Technology Integration & Implementation

Your website, marketing tools and CRM should talk to eachother. With our platform, they do.

Technology is great, but it needs to be convenient too.

One of the greatest challenges that advisors face when they want to implement a new technology or work with a third-party vendor is that it is time-consuming, confusing and requires more effort to configure everything properly in order to get it to work with the systems you have in place.

We work with each of our clients to integrate their existing technologies with the ones we put in place so that more work is not created for you and your team. We make every effort to implement and integrate without you having to do much more than grant us access to your existing platforms (where applicable).

From your CRM to your planning software, to your risk assessment tools, we configure our technologies to work with yours to simplify your life and amplify your message.

CRM and Website Integration

If you are using a cloud-based CRM, then we can connect your email marketing account (Mailchimp) and lead generation tool (SUMO) so that your marketing lists are updated without the need for additional data entry by you or your team. We also integrate our marketing technologies into your website administration panel so that website leads are automatically added to your drip email series and your newsletter list, social engagement is promoted on your site, visitors are encouraged to follow you and share your content and information is collected, stored an reported on without any effort from you. 

Marketing Technologies Integration and Implementation

We use the industry leaders in marketing software and technology to implement email marketing, social media aggregation, lead generation, digital advertising, and SEO analysis in a cohesive and efficient platform of services.

Sendible

Sendible

We link all of your social media accounts to our premium social aggregation tool. As long as you are a client of ours, you will have access to the tools and features of this platform. With Sendible we draft, schedule and automate your social media messaging without losing the human touch that is so important for engagement. You will have access to a variety of reports and the ability to review the posts before we send them if you so choose.

Mailchimp

Mailchimp

We create custom branded email templates that we will use to share a monthly Enewsletter which will include an introduction, the preview teaser to your most recent article posting with a button linking to the full article on your site and links to your services, special announcements, news or upcoming events. We also create custom subscription forms and forms that are embedded in your website. When a visitor subscribes to your newsletter, they are automatically added to your prospect drip list as well as your CRM marketing list.
Sumome

SUMO

With this tool we create page displays, like gates and popups that engage readers, gather information from site visitors and encourage your site visitors to connect with you on social media and share your content.

Woorank

Woorank

Woorank, provides detailed information about your website including the strengths and weaknesses of your SEO, how you match up against your competitors and what can be done to remedy your weaknesses. We use this tool to create a website improvement strategy or, in some cases, make a determination that your website should be replaced.

Google Analytics

Google Analytics & Keyword Planner

Keyword Planner helps us optimize the use of keywords throughout your site to improve your local and national search rankings. With Google Analytics, we can track demographics, conversions and audience behavior to advise you on what changes and improvements can be made to your site over time and how our strategy can help improve results. 

Reveal Bot

Reveal

We use the industry leaders in marketing software and technology to implement email marketing, social media aggregation, lead generation, digital advertising, and SEO analysis in a cohesive and efficient platform of services.