How to evaluate a Financial Services CRM Software
If you are looking to buy a CRM software for your Financial Services business, these are some guidelines to help you: 11 Questions to ask while evaluating a Financial Services CRM:...
Category: Financial Services CRM Software
Financial Services CRM pros and cons
The following are the pros of using a Financial Services CRM: We have listed a few of the key Pros of Financial Services CRM. However, there could be more. Sales Productivity 1. Automate repetitive...
7 Key advantages of Financial Services CRM
An advantage is a factor that puts you in a better position to achieve your desired outcomes. With respect to this definition, we have listed some advantages that a CRM software can give...
Benefits of Financial Services CRM
Why are Financial Service companies resorting to use CRM Softwares? These are some trends and signs of growth that would induce Financial Service organizations towards growth: – The oncoming wave of multi-fold expansion due to the world economy...
Which business is Financial Services CRM useful for?
Financial Services Industry scenario and trends for 2017: Though the Financial services business can be unpredictable, these are some possible trends: The Indian financial sector will have a multifold expansion Reforms will continue to liberalize...
Convert more leads with CRM for Financial Services Business
Lead generation, Financial Services Business & CRM: Financial Services sector is in the most demanding phase since people are now highly aware about the significance of investments. While leads come from various sources,...
Manage sales teams effectively for Financial Services Business with CRM
Manpower management, Financial Service Businesses & CRM: Keeping sales representatives in sync with the business goals simplifies the work flow management. When the sales team has a clear sense of their reporting...
Maximize Lead Follow-up Efficiency with CRM for Financial Services business
Follow ups, Financial services businesses & CRM: With increasing competition in the Financial services sector, not following up is as equal to terminating a prospective business! Communicating with your leads via Calls, Emails, SMS...
Retaining Clients in Financial Services business with CRM
Client acquisition & retention, Financial services businesses & CRM: Being able to find all the clients needs at one go & addressing them on time would be a bonus for Financial services...
Managing contacts for Financial Services business in a CRM
Contacts management, Financial services businesses & CRM: Sales reps in Financial services sector come across a variety of people. A smart sales rep knows every contact they meet has the potential to become future...
Financial Services CRM gives effective sales target management!
Sales Targets, Financial businesses & CRM: Last few years have marked important milestones in the world of FinTech i.e integration of technology in business activities. Financial analysts recommend IT integration since it speeds...
Financial Services CRM Featurelist
Scenario of the Financial Services industry & CRM for Financial Services business The financial service industry is where businesses converge be it banks, NBFCs like brokerage firms, loan / service companies, Insurance companies, etc....
Financial Services CRM – A Detailed Info Guide – Part 2
Purpose of this blog To understand how a Financial services CRM covers all aspects of sales process & client management. Why should you read this blog? If you want to – Automate your...
Financial Services CRM – A detailed Info guide Part 1
Purpose of this Blog Understand utility of Financial services CRM software and help Financial Businesses choose correct CRM. Why should you read this Blog ? If you want to – Buy a CRM...
The 7 ‘I’s for CRM failure for Financial Services!
Expectation is natural when you invest your time and resources into new ventures, but so is disappointment. So if you’re searching, “crm failures” or “why does crm fail?” you’ve landed on the right spot! ...
CRM For Lead Management In Financial Services Business
Do you face problems in managing leads and tracking sales follow-ups in your Financial Services business? If yes, knowing these would be your concerns: – Which are the lead sources? – Leads...
Top 5 CRM Reports for Financial Services business
1. Sales Forecast Report: Sales forecasts for the month, quarter, year, etc. help you make winning strategies and reflect on your organization’s, sales team’s, agent’s strengths and weaknesses. 2. Sales person-wise Target Achieved: Know...
Sales Target Management For Financial Services
The Financial Services industry will see new initiatives in Banking, Insurance & Pension Reforms this year. New year, new targets, new trends, phew! That’s a lot to catch-up with! So we’re making it...
Factsheet on CRM for Financial Services
The Financial Services industry will see a mixed response in it’s flourishing with some ripple effects from drops in the fiscal market and some benefits arising from new initiatives like several new emerging banks....
CRM for Financial Servcies: Features and Functionalities Infographic
Tired of the uncertainty you’re facing in your Financial services business? Look closer is there anything you’re vaguely overseeing? Need a pair of magnifying glasses to spot it? How about you try using a...
Buying Financial Services CRM Software?
Why are we creating this Checklist for buying Financial Services CRM Software? Since, we faced a lot of issues while evaluating and buying tools, technologies and softwares for our internal use as well as...
How to choose the right Financial Services CRM Software?
We strive to collate information from the Financial Services CRM domain expertise and industry knowledge that our team has gained over the years and share it with you, to help you make the right...
Top 4 Financial Services CRM Features
Having served 200+ clients and providing CRM for several industries, our team has listed a few important features and functionalities required by a financial services business. You can view our clients! Though these pointers...
CRM for Financial Services Industry
Since we’ve catered to the financial services industry and have a crm software which is for the financial services industry, we know that one shoe can’t fit all! So we’ve launched a dedicated section...
