2023 Engage Workshop Wednesdays Recordings

Jan 09, 2024

The session highlights practical applications of Engage Deals, emphasizes the importance of customized client segmentation, and offers insights into editing data while also considering limitations and best practices for effective use within Salentica Engage.

February à Remember that Resolution? Data Cleanliness

Discover why data cleanliness is pivotal and gain valuable insights into effective strategies, tools, and best practices to ensure data quality. The significance of clean data cannot be overstated; it directly impacts the accuracy, usability, and credibility of your data repository. By prioritizing data cleanliness, you not only ensure the integrity of your CRM but also bolster user trust and adoption.

March à Tax Planning in your CRM & Upcoming Product Releases

Tax Planning in your CRM, Major Release 1- 2023, Microsoft Wave 1 Release

In this webinar, we talk about the Tax Filing Object that comes standard with Engage, how to use existing and custom fields to make reporting and tax filing easier for you and your clients, which then translate into Views you can use for tax-specific communication. We also looked at Microsoft's Wave 1 2023 Release Finally, we also discussed what to look forward to in the Salentica Major Release 1 - 2023!

April à Add Value in a World of Free

How to deliver added value at scale, using your CRM as a tool. Thanks to continual innovation in technology, virtually every cost in the delivery of investment management services has been eliminated or reduced to just a few basis points. We will explore how technology and your CRM can help:

Avoid Costly Mistakes
Identify Blind Spots
Strive for Simplification
Reduce TCO
Deliver Added Value At Scale— and Show It

May à Salentica's Apps - Wealth Management, Asset Management, & Deals

Join us to learn how to create tailored CRM experiences for different team members responsible for different lines of business. In any Engage instance, you can easily switch between apps, with just a few clicks. Expanding use cases internally to drive adoption amongst different teams or business units, while tailoring the experience to those users.

July à Onboarding a New Team & Major Release 1

Experiencing business growth? Embrace the opportunity while understanding the crucial steps required to seamlessly integrate new team members into your CRM. Join us for an insightful webinar where we delve into the intricacies of onboarding new users, explore diverse security options available for user management, navigate the process of efficiently loading their invaluable data into your CRM, and harmoniously merge their unique business processes with yours.

August à Data Broker Best Practices

August's session will be centered around Data Broker; allowing you to better understand how to configure, use, and leverage external data inside CRM. Come learn about best practices in utilizing Data Broker--from monitoring dashboards and logs to keeping your version and your interface user up to date. Discover the future enhancements and features that promise to elevate your CRM experience to unprecedented heights.

September à Best Practices for Engage & Microsoft Outlook; Wave 2 Microsoft Release

Maximize the synergy between Microsoft Outlook and Engage, empowering you to harness the full potential of your CRM data. This session is your key to discovering optimal practices in utilizing Outlook to its fullest potential. Gain insights into enhancing visibility by seamlessly accessing relevant information stored within Engage right from your Outlook interface. Explore features that enable you to effortlessly access associated information and review past communications, creating a holistic view while you communicate.

October 18 à Upcoming Releases

Dive into our roadmap and discover the innovative enhancements we've been working on. Whether you're a long-time user eager to learn about the next big thing or a newcomer curious about what's in store, this webinar offers an in-depth look into Salentica’s vision for the future.

November à Planning for Year End

This month, we explored how you can use your CRM as a tool to make those pesky year-end processes easier for you and your firm. We'll talk about using fields and lists to confirm the clients who need RMDs or other tax planning events, talk about how you can use your CRM to help send out cards or gifts to your clients, and review your vendor due diligence.

December à Major Release 2 Review

Learn about the new features that are now available for you in our Major Release 2 - 2023 and how you can incorporate them into your CRM. Notable features include the introduction of a required Overall End Date for recurring Workflows, utilizing environment variables for App ID retrieval, enhancing the Email and In-App Notifications for Tasks Flow, customizing user access with security roles, and optimizing the Government Identification Expiration Date Check Flow.