The march of social media continues into the stodgy world of finance, as Salesforce, the ubiquitous customer relations management tool, adds an app to help advisors Tweet, LinkIn, FaceBook and IM with their clients.
Actiance, a firm that helps companies utilize social media, on Tuesday announced the integration of its Socialite platform with Salesforce.com in a new product called Socialite Engage. It’s the first social media enablement platform to work with Salesforce’s CRM data, so now advisors and their managers can track and analyze sales discussions with clients in their blogs and throughout the Tweet-o-sphere.
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