Learn how the core technology package can support your day-to-day practice.(CD1105) Salesforce Features: Capabilities to Support Real Life *724 Fin Reps, 713 contracted financial professionals, Principal Securities registered 715 brokers & Principal Securities registered 723 retired agents. Once you have access, be sure to check out our training schedule so you can learn more about how to get started. As always, don't share your login credentials with anyone else your Salesforce account was built for you. Login using the same username and password as the Principal Advisor Website.Salesforce is a web-based app, accessed through Chrome (not IE) at.Access to SalesforceĪll financial professionals* now have access to Salesforce.įinancial professionals who have private staff may request access by contacting our team. We are continually building on additional features to meet the needs of our more experienced financial professionals and mature practices, especially those who have an established CRM. The off-the-shelf version of Salesforce Financial Services has great features as it is, especially for newer financial professionals not yet accustomed to a CRM. Multiple versions of Salesforce are available - we selected Salesforce: Financial Services Cloud, an industry-leader for financial professionals, like you. We are integrating them not only with each other, but with other Principal technology platforms. Salesforce is part of our core technology package, which includes: Salesforce, MoneyGuidePro (financial planning) and Box (paperless storage). Salesforce is a powerful customer relationship management (CRM) tool to help you save time, while managing your client relationships.
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