At Orchestrate we recently created an integration between Salesforce and the online mind mapping tool MindMeister. In this article, I’ll show you why mind maps are an important tool to add to your repertoire as a financial advisor. Plus, how utilizing the MindMeister integration can help increase the usability and reach of your Salesforce database.
What Is a Mind Map?
“The Mind Map” isn’t a science fiction movie, alternative grunge band, or a futuristic augmented reality corporation that’s probably intent on world domination. Instead, it’s a simple tool to help you better connect one idea to another and make sense of information in a structured, visual format.
At its most simple, a mind map starts with a core idea in the center and branches out from there with related sub-ideas that tie back to that one core.