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How Winthrop Wealth Empowers Advisors to Better Serve Clients with Salesforce AppExchange

May 6, 2022 by lauriemccabe Leave a Comment

By Kelly Teal, Contributing Analyst, and Laurie McCabe, Cofounder, SMB Group

SMB Group research shows that small businesses (1–100 employees) increasingly understand the importance of putting technology to work for their businesses: 65% agree that using technology effectively is critical to business success.

Fortunately, the cloud has made it much easier for small businesses to access the new applications they need to help their businesses get ahead. However, integrating them isn’t always so straightforward. In our surveys, small business decision-makers repeatedly cite “integration difficulties” as one of the top three obstacles they face in implementing new solutions.

When applications don’t connect with each other, information falls through the cracks, people spend too much time doing things manually, and it’s difficult to get a holistic view of customers and the business. On the flip side, when apps are integrated, information automatically flows between them. Employees can get consistent, comprehensive information in one place, respond more quickly

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