eight steps to deploying a crm solution that will make your business more effective and saleable
TRANSCRIPT
Eight steps to deploying a CRM solution that will make your Financial Services business more effective and saleable
July 30th, 2015
John EastonDirector, Wealth
Management
PresenterHaving been at Maximizer for over 18 years, John has previously held the titles of Director of Key Accounts Director of Product Management, Manager of Product Management.
An Entrepreneur at heart, and with a background in both technology and economics combined with nearly 25 years in the software industry, John tailors and delivers products to the specific markets that require them.
Introduction Identity
• When do you plan to retire?
Your Systematic Approach for Getting the CRM You Need!
8 Steps to Deploying a CRM Solution
• Assess Your Needs• Determine Your Solution• Identify Vendors• Implement• Populate the System• Reap the Day to Day Benefits• Ready to Impress
Assess Your Needs
• Who will use CRM, and how?• Do you need scalability?• What infrastructure do you have today?• How well do you really know your clients?• What is required for compliance?
Determine Your Solution
Does my firm have the capability to customize a general CRM solution for my specific needs?
Determine Your Solution
• Do I need an Industry specific solution?
Determine Your Solution
What specifically configured elements would a specialized system have that would enhance its usefulness and value to my company?
Determine Your Solution
•Household structure• Industry-specific custom fields•Key client views•Pre-configured segmentation searches•Performance and planning dashboards •Embedded industry-specific process workflows•Sales module to track new business•Service module to track processes•Communication templates and protocols•Remote access to all client information
Determine Your Solution
How important is remote access to my CRM data?
Determine Your Solution
Can I ensure the system will have all the security my clients would require, and I need, to protect myself and my business from any potential threats?
Determine Your Solution
What flexibility do I require?
• Scalability• Further configuration• Basic integration abilities
Identify Potential Vendors
Experience and Capabilities
• Recognized industry name• An experienced team• A road tested solution• World class data center• Regular back-ups • Established industry expertise• Demonstrable understanding of an Advisor’s needs
Identify Potential Vendors, Try it!
• Go online, read!• First contact• Demonstration• Trial version
Implementing It
How do I ensure it is implemented in the right way for my firm?
Populating the System
How do I get my client information in there?
• Export from your back office• Import via MS Excel• Add to it regularly
Populating the System
What if it isn’t in an electronic state?
• Pound the keys• Pound the keys• Pound the keys
Ensuring Adoption
How do I make sure I get the maximum return on my new business investment once running?
• Early buy in• Ask for their advice• Train, train, train
Reap the Day to Day benefits
CRM helps you everyday!
Ready to Impress
What will a potential buyer or partner see when they look at the CRM platform?
• Highly systemized• Organized• Compliant• Transparent• Auditable
Ready to Impress
What will a potential buyer see when they look at the CRM platform?
A Valuable Book of Business
8 Steps to Deploying a CRM Solution
Conclusion
8 Steps to Deploying a CRM Solution
Demonstration
8 Steps to Deploying a CRM Solution
• Household structure• Industry-specific custom fields• Key client views• Pre-configured segmentation searches• Performance and planning dashboards • Embedded industry-specific process workflows• Sales module to track new business• Service module to track processes• Communication templates and protocols• Remote access to all client information
Single Household view
Industry specific fields
Key Client Views
Key Client Views - Personal
Key Client Views - Basic
Key Client Views - Financial
Key Client Views – Upcoming reviews
Segmentation Searches
CRM Dashboards Performance and Planning
Performance Dashboards
Planning - Review Dashboards
Planning - Renewals Dashboards
Business Process Workflows
Business Process Workflows
Service module to track processes
Sales module to track new business
Communication Protocols
Communication Protocols
Be Mobile
Mobile CRM
Mobile CRM
Thank You!