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Squirrel SMS goes live at JS Investments

Posted on Wednesday, June 26th, 2019

Squirrel Sales Force Management Application is now live at JS Investments.

This Squirrel SMS is a mobile application for Wealth advisors to log their daily activities including calls and meetings against their potential and existing clients.
The Squirrel Application also shows an updated MIS on the mobile devices with users targets and achievements.

The Sales Leadership team is able to view their team’s activities along with performance on a customized BI tool.
The goal of the application is to increase sales productivity and help wealth advisors reach their KPIs.


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