Engage more efficiently with financial professionals and prospects
![](https://salesvue.com/wp-content/uploads/2022/05/Salesvue-task-summary-call-task-console-view.png)
Salesvue is a Salesforce-native sales engagement platform that helps teams standardize best practices with sales cadences and automation.
- Systematize sellers’ days with repeatable, scalable sales cadences right inside Salesforce.
- Reach more financial professionals and prospects with automated and bulk email to send at scale.
- Better prioritize who to call with email scoring.
- Eliminate the extra noise with all communication tasks, follow-ups, and appointments in one place.
Improve collaboration between internal and external sellers
![](https://salesvue.com/wp-content/uploads/2022/05/Salesvue-mobile-financial-services-demonstration.png)
Salesvue Mobile enables external sellers to resolve meetings, push task updates to the whole team in Salesforce, and automatically create follow up tasks based on meeting outcomes.
- Keep the whole team in the know after external sellers’ meetings.
- Eliminate guesswork for what needs to happen next, with automatic task creation.
- Simplify the workflow between internal and external sellers.
- Make Salesforce the source of truth for the entire sales team.
Leverage analytics to scale best practices
![](https://salesvue.com/wp-content/uploads/2022/04/Conversation-recency-2022-web-OPT2.jpg)
Salesforce and Salesvue data work together to provide valuable insights into key drivers of success to help you improve your team.
- Know who to prioritize or which relationships may be at risk with conversation recency reports that show you how long it’s been since you last called key contacts
- Understand what messaging and cadences are getting the best results with Math of Sales reports that tie conversations and conversions to any Salesforce or Salesvue data point.
- Learn which territories are performing best so you can standardize best practices across the organization.
- Shorten the ramp time for new hires with standardized and optimized processes.
![](https://salesvue.com/wp-content/uploads/2021/01/briefcase.png)
Wealth Management
Empower advisors to retain and grow AUM through consistent communication and real-time activity data.
![](https://salesvue.com/wp-content/uploads/2021/01/bag_gears.png)
Asset Management
Create measurable, scalable processes, so distribution teams can efficiently and effectively reach more potential clients.
![](https://salesvue.com/wp-content/uploads/2021/01/handshake.png)
Banking
Automate processes and organize efforts so relationship and treasury managers can focus on relationships, not repetitive tasks.
![](https://salesvue.com/wp-content/uploads/2021/01/shield.png)
Insurance
Empower wholesale teams with the cadences and structured processes that allow them to reach more prospects at scale.
![Gradient Arc](https://salesvue.com/wp-content/themes/salesvue/images/Gradient Arc.png)
See how Salesvue can provide the playbook for your team, make Salesforce work better for you, and give you more insightful analytics.