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RIAs
Pipeline Management for Prospective Clients
Complexity
Medium
Timeline
6-10 weeks
Outcomes
4+
Challenge
Inconsistent RIA prospect management with no standardized pipeline stages, follow-up processes, or conversion tracking.
Solution
Implement structured sales pipeline in Salesforce with defined stages, probability weighting, automated task creation, and conversion analytics.
Key Outcomes
- Standardized prospect pipeline management
- Automated follow-up task creation
- 67% improvement in conversion tracking
- Pipeline forecasting and analytics
Tags
pipeline-managementsalesriasprospect-trackingautomation
Implementation Timeline
6-10 weeks
Medium Complexity