How to Grow Your Financial Services Sales With the Help of a CRM

For many clients, the financial services industry is deeply personal. After all, clients entrust financial advisors, investment firms, and banks to safeguard or grow their money. Whether that money is slated for the down payment on a home, a child’s college education, or a dream retirement, the stakes remain high. A client’s choice of a financial advisor or institution may have a lasting impact on their ability to attain their financial goals. Furthermore, many Americans still ...
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The Role of a CRM in Customer Support Services

The channels businesses use to communicate with customers have changed over time. Early business practices relied on face-to-face interactions and written communications. Modern businesses have added electronic communications to the mix, including telephone, email, live chat, and social media. As the number of contact points has increased, the challenge of aggregating and organizing that data has also increased. The details and purchase history of a single customer may now be spread among ...
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What Can CRM Integration Do For You

Through the years, customer relationship management has gone beyond its technical functions within a company. Commonly known by its acronym CRM in business jargons, the term eclipses the role of being responsible of devising strategic processes to ease the delivery of customer service; and has , moreover, been seen as a critical element in establishing organic and lasting relationships between businesses and their customers. And as organizations have become more and more aware of this ...
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How To Ensure Salesforce Integration Works Best For Better Project Management

A given fact for all business, no matter how big or small, is that its sales teams are the necessary lubricants to a well-oiled machine. So, how do you ensure that your organization has a high-performing sales team? Employ agents with the best credentials? Yes, that’s part of the big picture, but in truth, no matter how blinding an agent’s resume may be, it still won’t be enough to get the desired results. What’s the key then? Making sure that your CRM (Customer Relationship ...
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The Most Common Problems With CRM Data (and How to Fix Them)

We applaud “data-driven” business decisions. How can we do otherwise when it seems the right thing to do? Wait. Wrong mindset. Before we make it a habit to just nod our heads every time someone invokes their precious data, our instinct should always be to question whether the data is good enough to base strategic decisions on. After all, there’s such a thing as dirty data which costs the U.S. economy a whopping $3.1 trillion annually, according to IBM. On the homefront, ...
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