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:...
Tagged: Financial Services CRM
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...
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...
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...
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 – 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....
