Financial Services Team Hub

    • Live Salesforce Data

      Native Salesforce Live Apps allow you to view, update, and discuss field data for Salesforce records.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

    • Bulleted Lists

      Clearly list information that’s easily absorbed and commented on.

    Win as a team and celebrate your team’s achievements in one centralized document.

    Create a one-stop-shop for your sales teams and financial advisors. Drive sales momentum through team selling in a shared document that contains live CRM data, real-time conversations, and quota tracking. Keep announcements and updates in one space, rather than in multiple chats, emails, and apps, so that your teams can save time finding information and see how they’re progressing against quarterly business goals. Lastly, use this document to track discussion topics, meeting notes, and action items for recurring meetings so that anyone who misses the status meeting can easily catch up.

    • Live Salesforce Data

      Native Salesforce Live Apps allow you to view, update, and discuss field data for Salesforce records.

    • @mentions

      Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.

    • Bulleted Lists

      Clearly list information that’s easily absorbed and commented on.