RMB Capital Opens A Doorway To Salesforce Through The Email Inbox

RMB Capital removes the need for Salesforce users to toggle between Salesforce and Outlook and eliminated time-consuming data entry with sync automation.

About RMB Capital 
RMB Capital was founded with the belief that creating an independent firm was the best way to ensure its clients were served in the most beneficial manner—by offering a holistic approach, customized services, and innovative investment solutions. As the firm has grown, it has stayed true to its primary objectives of protecting and growing clients’ assets across a diverse set of market conditions.

Fast Facts About RMB Capital:

  • Founded in 2005
  • 180+ employees
  • Roughly 1,400 client relationships
  • Implemented Salesforce in 2012

Use Case 
RMB had been using CRM for many years and in need of a way to make data input easier for employees by effectively using Outlook and Salesforce, without the data suffering. Users frequently communicate with their clients via email and therefore spend a significant amount of their day outside of Salesforce. For RMB, it was a no-brainer to seek a tool that would provide access to Salesforce from the email inbox.

"We wanted a tool with a sidebar. We knew we'd be pushing people to use Outlook more than in the past and wanted to minimize flipping between applications," says Mary Tagler, IT Systems Analyst at RMB.

RMB Capital

LOCATION
Chicago, IL

INDUSTRY
Financial

PRODUCTS IN USE
ZynBox ZynSync

ZYNVANGELIST
Mary Tagler, IT Systems Analyst

4X Salesforce Certified

Two Main Challenges That RMB Needed To Solve


Capture Client Communication

Capturing client email communication

inside of Salesforce.


Sync Calendar Events to Salesforce

Client-related calendar events needed

to be synced and related to the client's record in Salesforce.

BENEFITS WITH ZYNBIT

In the beginning of RMB’s journey for a solution, they choose to build a custom solution to address these challenges. While the custom tool did help capture client communications and sync records from the Inbox to Salesforce, it was lacking in other areas. As with many custom-built applications, RMB was also faced with having to maintain the application where the technical resources to do so were scarce.

Challenges faced with a custom application:

  1. Custom tool was lacking a lot of features
  2. Sync options were creating too much noise on the client conversations in Salesforce.

ZynBit Opens a Doorway To Salesforce for RMB

RMB began its buying journey seeking an application that not only met its requirements but also provided a broader set of features to its users from the inbox. ZynBit was chosen because it provides the best user experience making it simple and intuitive for all levels of users. RMB also needed a tool that would provide sync flexibility so that users could control and manage what information was being synced to maintain data quality in Salesforce.

"Many of our users struggle with technology, so we wanted something simple and straightforward. Training on ZynBit has been very quick. Most users were up and running immediately."- Mary Tagler, IT Systems Analyst

Calendar Availabilty

RMB Employees have reduced time spent toggling between Salesforce and Outlook.

Calendar Sync

Syncing of Salesforce records is easier to manage and ZynBit eliminates unnecessary administration and clean up.

 

Easy-to-use inbox side bar that is intuitive enough for all levels of users with minimal training.

Unexpected Benefit — the ability to track email insights on opens, click-throughs and website visits. Real-time
valuable insights for better customer and employee engagement.