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In this blog, you will be getting an insight on the salesboom CRM benefits for financial services and salesboom CRM features.

Salesboom Financial CRM

Benefits of CRM Software for Financial services

Introduction

Salesboom CRM is famous for salesboom CRM features suitable for all the banking and financial service industries in the world. It is so reliable and useful that even big names across multiple business industries and sectors use it to manage their customer relationships and drive sales. With a user-friendly interface, users don’t have to worry about a steep learning curve to get acquainted with the software. It is packed with many features, including sales force automation, business intelligence and analytics, CRM workflow automation, marketing automation, Google Apps integration and more. The Salesboom CRM benefits for financial services is that it does not need any software downloads or other external hardware.

About Salesboom

Salesboom.com Web based Online Financial Services software solutions: Wealth Management software solutions and Customer Relationship Management Software Solutions are utilized by the Insurance, financial services industry, wealth management sector, IT, Media, Advertising, Legal, Engineering, Corporate, Pharmaceutical, Government, Construction, Automotive and the Service industries around the world such as USA (San Diego, Los Angeles, San Francisco, New York, Boston, Chicago, Detroit, Washington, etc), Canada, UK, Italy, Spain, Germany, Holland, Sweden, France, Egypt, Jordan, Dubai, Saudi Arabia, Bahrain, Kuwait, South Africa Singapore, China (Hong Kong, Shanghai), Japan, Australia, and many more.

We built our web based CRM software from the ground up to maximize the significant advantages that hosted software provides. All upgrades and customizations are implemented transparently to users. Minimal training is required. In fact, you can be up and running with Salesboom.com in days, not the months or years required by conventional CRM providers.

Features of Salesboom CRM software for financial services

Salesboom CRM features are listed below
  • Customizable Platform
  • Workflow Automation
  • Web Site Integration
  • Document Management
  • Profile Based Security
  • Microsoft Mail Merge
  • Marketing Automation
  • Sales Force Automation
  • Customer Service and Support
  • Email Integration
  • Social CRM
  • Business Intelligence and Analytics
  • Custom CRM Workflow Engine
  • Collaboration Tools

Benefits of Salesboom CRM software for financial services

Salesboom CRM benefits for financial services are listed below
Relationship-based Selling

Salesboom.com web based financial services: wealth management software solutions allow advisors at wealth management firms to understand customers’ financial goals. Key components include “referral-tracking” driven by a 360-degree customer view, call list, and opportunity management. These capabilities provide agents with the tools they need to efficiently and effectively target customers with cross-sell and up-sell offers that make sense and build customer loyalty.

Customer Value Driven Marketing

Enables wealth management firms and small business financial companies to improve marketing effectiveness through enhanced customer value driven segmentation and campaign targeting to increase marketing effectiveness and ROI. Customer Relationship Management software tools help the small business target profitable customers, and engage them in more effective dialog.

Integrated Advisor software solution

Salesboom on demand, on-line financial services and wealth management software systems help wealth management firms in their efforts to increase customer wallet share. Key components include integrated financial planning, integrated market data services & portfolio management tools.

Complete web based CRM solution for the financial services industry

Some other Salesboom CRM benefits for financial services includes

  • Referral management
  • Consolidated household profiles
  • Comprehensive client portfolios
  • Improved advisor loyalty

Salesboom CRM features facilitates On Demand Financial Services Edition, allows financial advisors, insurance agents, financial planners and wealth advisors to better leverage their client’s profile and portfolio information to identify cross-sell and up-sell opportunities, improve customer retention, and increase wallet share with their customers.

  • Web based Contact Management
  • Single view of client book of business
  • Tracking of financial and investment risk profiles
  • Consolidated portfolio, leads, opportunities
  • Portfolio Tracking
  • Consolidated book of business tracking
  • Household-level portfolio tracking
  • Contact-level portfolio tracking
  • Private wealth management
  • Household Management
  • Single household view
  • Tracking of household, financial, and investment risk profiles
  • Consolidated portfolio, leads, opportunities, notes, and tasks for all contacts in the household
  • Referral Management
  • Automatic lead creation
  • Ability to view all referrals made by a particular client

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James McFarlane

Author James McFarlane

Distinguished experience of over 25 years in CRM consulting and implementation projects of all sizes. Extensive background in telecommunications, IT, Banking industries enables me to have a profound view on large integrations and CRM systems.

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