Implementation - CRM Configuration
Is every communication with your client tracked the same way, by everybody, every time? Do you have a system that automates your firm's processes, tasks, and workflow ensuring the same level of exceptional quality, regardless of who at your firm is working on your client's behalf? Is your CRM system nothing more than a glorified Rolodex, or are you using it as the "heart" of running your business?
Optimizing Your CRM Investment to Create a Systematized Business
ActiFi’s Client Relationship Management (CRM) Workflow Configuration solution focuses on embedding repeatable processes within an advisory practice on the workflow or action sequence modules within your CRM system. Specifically, ActiFi takes the assignment of commonly performed tasks from an ad hoc manual process to a repeatable and automated process. The net effect is a reduction in time, an increase in quality and consistency, and a central means of deploying best practices throughout the organization.
With properly configured CRM workflow, you'll positively impact the core business areas related to running your advisory practice:
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Increase Profit – by automating tasks, you'll increase the number of prospects you can meet with by reducing meeting preparation and follow-up time.
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Provide More Value – improve service levels by providing a more consistent experience and ensuring that best practices are embedded into your client service process.
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Create More Time – a properly configured CRM will dramatically increase workflow efficiencies, allowing you to spend more time building your business, meeting your clients, or on the golf course.
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Grow Revenue – embed best practices and the tasks associated with it (for example, requesting referrals across all advisors within your practice).
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Improve Satisfaction – communicate with clients on a more consistent and timely basis; proactively service clients as opposed to only reacting to their phone calls.
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Offer More Expertise – roll out new products/services more quickly and effectively.
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Decrease Risk – embed fiduciary best practices into all of your client tasks, and create a more auditable task list within your CRM.
Prior to your CRM Configuration, you may want to consider a Process Workshop to ensure that all staff members are aligned to the tasks that will be configured and automated.
In addition, following the configuration, ActiFi will train your staff on how to use your newly configured CRM to receive maximum benefit. This coaching/training program can be continued as your team grows. |
Sample CRM Client Information Inventory - Click to Enlarge
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Sample Data Migration Overview - Click to Enlarge |
Sample CRM Action Sequence Configuration - Click to Enlarge |
If you're interested in having your CRM system configured for maximum results, contact ActiFi.
