Last week we announced that the test drive of Myriad Share for Financial Advisers is available. But even easier, take a look at this quick 3 minute demo to get an overview of some of its features. Go for full screen (click in the bottom right of the video) to get all the detail.

After a lot of hard work in recent months, I’m very proud to announce that Myriad Share for Financial Advisers is now available to test drive.

Myriad Share is a fully configured client portal to allow business to share key documents with clients. It’s built on the Force.com platform and comes with its own embedded Force.com licence, so you don’t need to be an existing Salesforce customer to get started.

Myriad Share for Financial Advisers takes the core functionality of Myriad Share and adds specific professional relationships and document workspaces, allowing an adviser’s client to share documents with their other professional consultants, such as their accountant and solicitor. It’s ideal for financial advice practices looking to add a lucrative value-add to their existing service offering.

We’re thrilled to have the product available and if you’re interested in a free trial, drop us a line or contact us here. Or if you’d like to test drive the demo version, just follow the instructions at http://bit.ly/myriadsharetestdrive.

Myriad Share for Financial Advisers is the first module of our financial advice practice management suite, so keep a lookout for further module announcements.

Increasingly, customers prefer to receive service through the internet. According to Gartner, by 2012, 65% of all support conversations will happen over the internet. How is your company adapting?

Here at Myriad Minds, this trend has created strong demand for Salesforce Customer Portal and it’s helping our clients deliver faster, anytime service while lowering customer service costs. In fact, Gartner studies have shown the average cost of a customer interactive via phone is $7.50, while the same interaction via a self-service portal is only 50 cents. The value of customer portal is even greater now that Salesforce Content is free.

Using customer portal, your company can deliver a tailored web experience by selectively exposing internal processes to your customers. Because customer portal is built on the Force.com platform, custom portals can be rolled out in weeks, not months. A basic portal can be setup in a few days.

Some of the more common uses of customer portal include:

• Knowledge Base/Service/Cases: Provide easy self-service, 24×7
• Help & Training: Deliver rich content in an engaging experience
• Ideas: Let customers post ideas or questions, vote on the answers of their peers, and add their own comments
• Reporting: Allow customers to create reports and track their service

If you want to learn more, below is a recorded webinar that provides a comprehensive overview.