Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Many businesses face challenges due to their tendency to squander valuable time on tedious, repetitive activities, invest heavily in acquiring new clients, and lack the proper tools to boost customer retention, leading to struggles in achieving growth. The 3G Business Cloud offers automation solutions that streamline these repetitive tasks, attract new customers, and enhance repeat sales. With 3G Business automation, companies can lower expenses, boost revenue, and attract a larger clientele. This cloud-based business automation platform includes over 30 applications similar to Office 365, including popular tools like Word, Excel, and Outlook, all integrated into a single database and capable of being automated through a sophisticated Automation Engine. Utilizing 3G Business tools, users can effortlessly design thousands of Assisted, Unassisted, Autonomous, and Cognitive Processes, making it far more efficient and cost-effective to automate business operations compared to traditional Robotic Process Automation (RPA) methods. By creating custom templates and processes and automating them with the integrated workflow manager, businesses can significantly streamline their sales and administrative tasks, ultimately leading to enhanced productivity and better overall results. Embracing such automation not only simplifies operations but also allows businesses to focus more on strategic growth initiatives.
Description
Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Axis LMS
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$60/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
3GVision
Country
United States
Website
www.3gb.com.au
Vendor Details
Company Name
LeadCenter.AI
Founded
2016
Country
United States
Website
www.leadcenter.ai/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No