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Posted: Mon Dec 23, 2024 9:47 am
As an independent financial advisor, you may be wondering if you really need customer relationship management software, or CRM for short . No matter how big or small your business is, you can probably benefit from a CRM system: Marketing and workflow automation lets you work more efficiently, and all customer data is conveniently accessible from one place. Not only can this help you acquire new customers and build long-term customer relationships, but it also gives you more time to focus on business growth.
But we are not the only ones who are convinced of the benefits of a CRM system: According to Forrester Research , financial advisors can improve their conversion rate (which indicates what proportion of leads actually japan cell phone number become customers) by up to 300 percent with a CRM.
Here are six ways in which CRM software can help you in your daily work:
You can access customer data immediately and improve contact management.
You can send more effective messages using email marketing.
You can reach customers more effectively thanks to marketing automation.
Workflow automation improves team collaboration.
You build stronger customer relationships.
You can make more accurate sales forecasts.
How many hours do you spend per week on business tasks?
Most financial advisors work very hard – probably even harder than they think.
Think about all the things you do in any given week: In addition to client meetings (which require some preparation), you also have to perform a number of accompanying and supporting tasks, including financial planning, investments, banking, analysis, and follow-up tasks after planning meetings.
But you don't just look after existing customers; you probably also spend several hours a week on customer acquisition. You might offer interested people a free introductory call to start a dialogue with them directly. And then you probably create and manage marketing campaigns, offer free seminars or webinars, and do lead generation, which can also be very time-consuming.
But we are not the only ones who are convinced of the benefits of a CRM system: According to Forrester Research , financial advisors can improve their conversion rate (which indicates what proportion of leads actually japan cell phone number become customers) by up to 300 percent with a CRM.
Here are six ways in which CRM software can help you in your daily work:
You can access customer data immediately and improve contact management.
You can send more effective messages using email marketing.
You can reach customers more effectively thanks to marketing automation.
Workflow automation improves team collaboration.
You build stronger customer relationships.
You can make more accurate sales forecasts.
How many hours do you spend per week on business tasks?
Most financial advisors work very hard – probably even harder than they think.
Think about all the things you do in any given week: In addition to client meetings (which require some preparation), you also have to perform a number of accompanying and supporting tasks, including financial planning, investments, banking, analysis, and follow-up tasks after planning meetings.
But you don't just look after existing customers; you probably also spend several hours a week on customer acquisition. You might offer interested people a free introductory call to start a dialogue with them directly. And then you probably create and manage marketing campaigns, offer free seminars or webinars, and do lead generation, which can also be very time-consuming.