SalesLogix CRM Serves the Financial Services Industry

Success in the Financial Services Industry depends largely on effective marketing and, as such, Financial Services Firms have been great proponents of CRM applications due to the ability of a CRM application to help improve efficiencies and top-line revenues within this industry. Goals for the Financial Services Industry's adoption of CRM usually fall into the following categories: 

• Improve internal measures of customer management success such as cross sell conversion rates, and sales force productivity
• Improve the message sent to prospects through the enhanced ability to segment and target market these prospects
• Implement a system which allows secure access to client information and track and store communication with clients
• Tracking the growing trend of moving from commissions to fees requires a more customized solution than may firms have currently in-house

As Customer Management, Marketing, Security and Compensation are the leading reasons for adoption of CRM in the Financial Services Industry Rocky Mountain CRM has leveraged our Consultants' experience in the Financial Services Industry to create a Financial Services CRM Module for SalesLogix to provide our clients with an (almost) unfair competitive advantage.  View the SalesLogix Flash Demos

Business Opportunities

Improve Internal Measures of Customer Management with SalesLogix 

• Use SalesLogix to Track Referrals and Leads received for quicker followup to your prospects
• SalesLogix Provides an established workflow process for adding new clients
• Use SalesLogix to Integrate to processing systems so your people know which funds or other investments are held by their clients
• SalesLogix Provides a centralized library for agreements and instruction documents
• SalesLogix Provides the ability to associate accounts/contacts with other accounts and contacts

Improve Marketing through Segmentation with SalesLogix CRM

• SalesLogix Provides Advisors, Third-Party Administrators, and Custodians the ability to segment their client base for service purposes, for resource allocation purposes, and for marketing purposes.
• SalesLogix Provides the capability to maintain a current contact database of all clients and vendor information.
• SalesLogix Provides the ability to schedule and track periodic calls and quarterly/annual reviews
• SalesLogix Provides the Ability to send email blasts for quick communications to clients on site-outages or for things like holiday greetings

Use SalesLogix CRM to Secure Communications and Access to Client Information

• SalesLogix Provides the Ability to track and store communications, especially phone instructions, from clients
• SalesLogix Provides Maintains secure access to client information

Manage Fee-based Compensation using SalesLogix CRM

• Use SalesLogix to Provide Trackacking of Quotas, Billed and Non-Billed Hours (or Value Priced services) and Expenses by Contact and Account on a Customer-Defined periodic basis
• SalesLogix Reports on performance individually, by team or for everyone
• Use SalesLogix to Track different billable rates by individual or by product
• Use SalesLogix to Identify trends and compare current quarter against the same quarter in the previous year