Empowering Your Office with Increased Productivity
Argent Financial Services Salesforce CRM Hub
Book A
Q&A Session
Schedule
An
Onboarding
To start the Argent Salesforce CRM onboarding, click the link to complete a short questionnaire.
You can schedule your onboarding with our CRM team that will initiate a 30-day onboarding project for your office.
Request
License
To request a new Salesforce license for yourself or another member of your branch, please complete and submit the form provided below.
The request will be sent to our Salesforce team for review. They will assess the request, approve the new license, and ensure the user is properly set up within the Salesforce system.
Request Support
All users of the Argent Salesforce CRM receive ongoing support. Click "Submit Request Form" for assistance with Salesforce, including training, automation, integration, user management, or a custom request.
You may also request support from your CRM team by emailing:
Achieve your goals easier with Salesforce
Argent's CRM Statistics (updated Q4 2024)
30
Additional Branches Argent Intends to Onboard in 2025
116
Current Argent
Salesforce Users
58
Total Argent
Branches Available
500
Approx. Total Argent
Team Members
"Salesforce enables us to integrate with AddVantage, creating a seamless experience from client onboarding to portfolio management."
-Aaron Jack, CEO Argent Financial Oklahoma
Onboarding & Set-Up
Welcome to a tailored onboarding experience designed to bring the full power of Salesforce to your branch. With our expertise in Salesforce setup and customization, we streamline the transition process to help your team start strong and stay efficient. Here’s what you can expect from a complete onboarding package:
Data Management & Import
Customized List
User Training & Support
Picklist
Custom Salesforce Setup
Licensing/User Profiles & Roles: Custom profiles and roles for efficient and secure access.
Custom Reporting & Dashboards
Branded Email Templates:
Front End: Ongoing Support
Use our form to request any of these common requests or any custom requests
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Import and Organize Prospect Data
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Create eSignature Documents
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Import and Organize COI (Center of Influence) Data
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Request New List View
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Create New Reports & Dashboards
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New Activity, Pipeline, and Client Reports
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New Visual Dashboards
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Add/Remove Salesforce Users
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New Workflow Automations
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Add Additional Fields
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Data Segmentation for Events
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Email Campaign Management including Email Templates
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Forecasting
- Sync Outlook Emails & Calendar
Middle & Back Office: Setup, Onboarding, and Ongoing Services
A daily sync of your AddVantage data which includes the following:
-
Accounts
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Contacts
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Relationships
Back End: Ongoing Support
Use our form to request any of these common requests or any custom requests
- KYC Compliance Check Process
- New Trust Account Submission
- Trust Account Creation & Daily Updates
- Trust Account Market Value Daily Updates with Historical Data
- Interested Party Daily Updates, Linked to Trust Account
- Reporting Intra-Day Bank Transactions*
- Daily Bank Balances*
- Payment Approvals & Bank Upload
- Holdings with Daily Updates
- Trust Account Transactions (Limited Scope)*
*Dependent on the scope of the request
Schedule Salesforce Onboarding
Click the "Schedule Onboarding" to fill out the form and schedule your initial onboarding meeting. After the initial meeting, your account manager will schedule a few touch points over the next 60 days.
Frequently Asked Questions
Who is The AMG Team, and what is their role as Argent Financial's Salesforce Partner?
Argent Financial has partnered with The AMG Team for the past three years to serve as the Salesforce CRM System Administrator for every branch. The AMG Team provides onboarding, training, and ongoing support to help you maximize your Salesforce experience.
How do I get started with Salesforce CRM onboarding?
To begin your onboarding process, fill out our onboarding form and schedule your onboarding. A Account Manager assigned to your branch will guide you through onboarding, answer your questions, and provide the support you need to succeed.
Who do I contact for Salesforce support or additional questions?
You can use the Argent support request form for specific requests. If your request is less formal, you can contact our group email at argent@theamgteam.com.
What does ongoing Salesforce CRM support look like?
After onboarding, The AMG Team provides monthly check-ins with your branch to continuously improve your Salesforce CRM experience. Additionally, the team meets weekly with Argent leaders, such as Eric Siebert and Greg Plog, to address and prioritize support requests.
What enhancements have been made to Salesforce at Argent Financial?
In early 2024, The AMG Team completed the integration of Argent Financial's and TMI's Salesforce systems into a unified instance. This setup now comprehensively supports front-office, middle-office, and back-office needs across all Argent offices nationwide. If you have specific questions about Argent's Salesforce CRM capabilities not answered on this page, you can schedule a 15 min Q&A or submit your questions directly to your dedicated group email: argent@theamgteam.com
Who leads The AMG Team?
The AMG Team is led by CEO Eric L. Weisgarber, who began providing services to Argent Financial's Oklahoma City office in 2021. Eric and his Oklahoma City-based team have worked seamlessly with Argent branches nationwide to enhance productivity and contribute to the scaling of Argent's profitability goals. The AMG Team has seamlessly integrated with Argent's in house Salesforce and IT Department team members.
What is the goal of your Salesforce CRM Support Team?
Our goal is to help you achieve yours. We aim to increase office productivity, simplify your daily tasks, and support your office in reaching its profitability targets—all while making your technology enablement journey seamless and enjoyable.
For questions or assistance, don’t hesitate to reach out at Argent@TheAMGteam.com. We're here to help!