By CommenceCRM

Commence CRM Expanding into Financial Services Industry

If you are in the financial services or wealth management sector you know that building customer loyalty and trust requires you to deliver world class customer service and quality advice. This requires you to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs. Commence CRM is an ideal solution because it provides a single unified database for capturing customer profiles, contacts, notes, activities, sales, documents, projects, service history and more. There is no need to move from system to system to display customer data; it is all there for you on a single screen.

Customer Segmentation

What is unique about Commence CRM is its ability to segment customers by specific criteria. Group brokers and customers into tiers: those with $1MM – 10MM dollars under management, those with more than $10MM, and so on. Perhaps you want to segment customers by the product or services you provide. This can be done in just a few seconds by creating lists and moving accounts dynamically to the appropriate list. Commence CRM also allows you to tailor the software to address unique business requirements without programming knowledge. You can add custom sections, custom fields and generate customer reports in minutes.

Managing Deal Flow

Commence CRM manages deal flow including the type of deal, the stage in the sales cycle, the forecasted amount, the estimated close date, the probability of closure, what services are being offered, who the competition is, and if a proposal has been submitted. In addition, you can generate targeted marketing campaigns by segment and based on where each prospect is in the sales cycle.

Analytical Reporting

While most CRM systems are good at capturing information, Commence CRM takes this to a higher level, not only capturing and sharing customer data, but providing decision making analytics to help plan and build customer growth strategies. Graphical reporting provides a snapshot of all business activity enabling management to make decisions based on real-time data.

Commence CRM is cloud-based, offering mobile access, integration with MS Outlook and Gmail, and uses Zapier for disparate system integration. Ask for a free trial.