SalesTribe
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The Black Diamond Wealth Platform is a technology hub for advisory businesses that offers performance reporting, rebalancing, client billing, daily reconciliation services, a client portal with mobile access, and integrations with financial planning, portfolio analytics, CRM software, and managed account strategies.
Strengths
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Intuitive UI
Easy to use interface for sales teams
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Real-time analytics
Provides real-time insights into sales performance
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Customizable workflows
Allows for customization of sales processes
Weaknesses
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Limited integrations
Integration options are limited compared to competitors
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No mobile app
Lacks a mobile app for on-the-go sales teams
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Limited reporting options
Reporting options are limited compared to competitors
Opportunities
- Opportunity to expand integration options to attract more customers
- Opportunity to develop a mobile app to attract on-the-go sales teams
- Opportunity to add more advanced reporting features to attract more customers
Threats
- Competitors with more features and integrations
- Potential decrease in demand due to economic downturn
- Potential loss of customers due to security concerns
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SalesTribe Plan
SalesTribe offers a tiered pricing model with three versions ranging from $49 to $199 per user per month, with increasing features.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
