Pinecone's Total Technology Toolkit
By Pinecone
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $60 per user per month
- Listed since
- 2024
About Pinecone's Total Technology Toolkit
Your Silent Partner in Success: The Platform for Financial Advisors/Agents
The Pinecone Total Technology Toolkit for Salesforce is designed for small businesses, offering a cost-effective alternative to other enterprise solutions. Pre-configured and ready to use, it streamlines operations without requiring a Salesforce admin.
Key Features:
No Restrictions: Ideal for all advisors and agents, regardless of team size or affiliation.
Proven Sales System: Leverage the Pinecone Sales Sequence for a 75%+ deal close rate.
Comprehensive Data Management: Track financial history, organize client info, and manage custom records for annuities, insurance, AUM, and more.
Immediate Benefits:
Simplified Operations: Manage income, expenses, and financial accounts with ease.
Optimized Client Insights: Replace unorganized notes with structured, actionable data. Pinecone’s solution provides everything you need to scale your practice—quickly and cost-effectively.
Highlights
- No Restrictions: Suitable for all advisors and agents, regardless of team size or affiliation.
- Pre-Configured & Ready-to-Use: Out of the Box Ready — no setup required.
- Proven Sales System: Includes the Pinecone Sales Sequence, achieving a 75%+ deal close rate and enabling easy adoption and replication.
- Detailed Client Data Management: Track financial history, organize client information, and manage custom account data for annuities, insurance, AUM, Medicare, and more.
- Streamlined Operations: Simplify business tracking, income/expense management, and financial account servicing.
- Optimized Client Data Storage: Replace unstructured notes with detailed, organized data for better client insights and segmentation.
Screenshots
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Pricing
Paid, from $60 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Pinecone Platform License | $60 per user | Monthly | 30 days |
Annual and Multiple User Seat Discounts Available. Please Contact james@gopinecone.com for more information and to understand any current promotions available.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on October 18, 2024
- Industries
- Financial Services
- Languages
- English