Internal efficiencies. Organized systems allow for maximum execution.
Your CRM should be the foundation of your business. It is the vehicle that drives your organization and your execution strategy on an ongoing basis. We have found that a number of our larger clients are most concerned with the following functionalities of CRM:
CRM Health Check
CRM Data Cleansing
CRM Alignment to Business Practices
ROLL UP REPORTS & DASHBOARDS
DATA INTEGRITY & SECURITY
SIMPLIFICATION FOR SALES
AUTOMATION FOR SERVICE
TRACKING ACTIVITY FOR MARKETING
CROSS SALE OPPORTUNIES
CRM is often failing to function to capacity at larger firms often because the IT staff is simply overwhelmed with other projects (from other parts of the business). Having a trusted expert from the retirement industry assist with the laundry list of implementation issues is seen as a positive breath of fresh air. Maximum efficiency is created by owning clean data, easy to access reports, simple to read dashboards, and an intelligently designed process that allows your entire organization to communicate effectively, and bring in more business in an accelerated timeframe.
Acceleration Retirement has a staff internally with an expertise in many different CRM systems, and specializes in working with the following: