Background Since 1981 Providing Business Operations and Technology Solutions to the Financial Services Industry Principal’s Background – MBA – Finance, Series 6,66 NJ Life and Health. Chase Manhattan, US Trust, Merrill Lynch, R.W. Baird – Northwestern Strong Working Knowledge of Industry leading CRM Solutions Business First, Then Technology Expertise with Small Boutique Firms Compliance Understanding Local Clients (CMS)
What we do Project management – Stay on time and under budget Implement Best of Breed Software – ERP and CRM Business Solutions - “In a cloud” – reduce IT Expenses Operations Improvement & Business Process Consulting Client Presence – Marketing Strategy, Social Media, Lead Generation and Nurturing Principal Coaching Seminars &Workshops
Why CRM Allows you to use your business processes to manage the lead process – workflows, dialogs - thru sales close Provides a 360 degree view of your customer Automated Marketing Processes allow for lead nurturing Case Management for effective customer service and knowledge base Allows you to track the pipeline for sales, analyzing steps in each stage and how effective each rep is in terms of conversion and process. Many to Many Relationships – Opportunities and New products and Services Real Time Dashboards for management controls
Why Microsoft CRM Familiar, Intelligent, Connected Microsoft Office look and feel Integrates with Outlook seamlessly ON Premise AND hosted versions available – choices Pricing – Most Competitive Fastest Growing Tool in Financial Services – M:M
How Can We Help Work with you and your team on understanding and improving your business process as it relates to operations, marketing, sales and customer service. Manage the Project and Resources for you acting on your behalf Select and Implement the Technology and Software. We understand the landscape. Work with team members to transition the working knowledge. This includes training and conference room pilot. Provide customizations and reports as needed Integrate solutions with back office operational systems and third party solutions. Deliver a solution on time and to budget
What It looks like Client interviews Business Requirements – Analysis, Presentation, Review and Sign off Statement of Work/RFQ Generation Vendor Selection (If Needed) and Negotiation Solution Acquisition, Design and Implementation Customizations, Integrations and Reporting Test Case Data Development and Test System Usage Training & Conference Room Pilot Go Live Post Go Live Support
Case Study Private equity firm required XRM solution to replace their older proprietary CRM
Next Steps Meet in person Agree to Engage on Initial Due Diligence Interview Key Stakeholders and Team Members Create a Vision Statement with a summary of findings of what the solution looks like when complete
Questions and Discussion Your Vision for CRM at IFS How do we proceed - Next Steps?
A particular slide catching your eye?
Clipping is a handy way to collect important slides you want to go back to later.