|
|
| |
Customer Relationship Management (CRM)
Does your staff know how to use Microsoft Outlook®? Then they already know how to use Advisor CRM™ .
Your firm’s CRM is the starting place of any client interaction and sits at the center of your back-office applications. Advisor CRM is integrated with Tamarac’s other core applications, Portfolio Accounting, Rebalance and Trading, Reporting and Financial Planning. Your firm will benefit from having access to all relevant client information from a single location while reducing duplicate data entry workflows.
Advisor CRM is built using Microsoft Dynamics® CRM and leverages applications you and your staff are already using today, like Microsoft Outlook, Word and Excel. Since many of the CRM workflows operate directly from Outlook, your staff will be able to adopt our CRM quickly and easily.
- Improve staff productivity.
- Streamline operations.
- Strengthen client relationships.
- Increase visibility into your business.
Prospect Management
Information sharing: Tightly integrated prospect and client modules make it easy to onboard new
accounts and share information across departments.
Lead flow: Automate referral routing and escalation, convert leads to opportunities, and track and
manage opportunities through your sales cycle.
Email and promotional communications: Create and send e-mail to referrals and customer groups using
Outlook. Create and send print communications using Microsoft Word Mail Merge.
Staff accountability: Measure employee performance against individual goals.
Online marketing materials: Maintain a searchable library of sales/marketing literature that can be used
online or offline.
Social Network Engine – Join the conversation
Twitter: Discover important conversations, identify influential people and engage them to generate new
business and increase client satisfaction.
Integration & Access
Microsoft Outlook, Word and Excel: Access much of the CRM functionality through Microsoft Outlook.
Optionally, you can work offline through Outlook and synchronize your CRM data when you reconnect
online. Advisor CRM is also integrated with Word and Excel which makes for easy adoption by using
familiar applications.
Tamarac Advisor: Integrated with Tamarac Advisor’s portfolio management platform (Portfolio
Accounting, Financial Planning, Performance Reporting and Rebalancing and Trading applications)
Mobile: Accessible via mobile devices ( iPhone®, Windows Mobile® and Blackberry®)
| |
|
