P6 Launches New Drupal Site For Oakland Investment Services Firm

A key feature of the site is the custom built Learning Center, created to provide resources like webinars, case studies, articles and course-based events for individuals to better understand investment options and taking charge of their retirement. The Learning Center created an educational platform within Drupal and included: Salesforce CRM integration for seamless lead tracking and customized forms; online registration for events and webinars for a smooth user experience; filterable data to help answer frequently asked questions and sort through a depth of articles, blog postings about types of investments and plans; tagged content to allow the users to easily find relevant content that would help them learn about investments. The site also includes dedicated informational pages for The Entrust Group’s satellite offices to better highlight personnel, locations, regional events and existing user logins.