CRM for Financial Services

The structure and sophistication of financial services companies present unique challenges regarding CRM systems. Complex sales structures must be integrated with marketing, underwriting and administration. And client portfolios that include wide-ranging products must be visible to multiple individuals in various departments across the organization. At DoExtra, we turn all this complexity into profitable opportunities for our financial services clients.

With a DoExtra-developed CRM system, your financial services company will maximize:

Sales

• Provide sales with easy access to vital customer information.
• Automate and standardize sales activities across your entire sales force.
• Link sales prospecting and proposal tools, increasing compliance, accuracy and productivity.

Agency & Broker Management

• Track existing agent/broker qualifications, accreditations and performance.
• Track incentive performance.
• Manage new agency/broker/rep recruitment and contracting process.
• Manage agency calling program.

Marketing

• Track results (leads, follow-up, etc.) on a campaign-by campaign basis or on the level of individual recipient.
• Provide anytime, anywhere access to a library of marketing tools.
• Move qualified leads to the Sales department and track closure rates.

Forecasting

• Use customizable dashboards to provide an interactive and intuitive view into the short term and long term pipeline.
• Eliminate the need for developing reports manually.
• Analyze the current state of the pipeline on an enterprise wide basis or at the individual customer/agency/broker level.
• Aggregate individual opportunities into forecasts by sales rep, region, division, and product line.

Activity Management

• Ensure sales team is calling on the right customers and prospects at the right time.
• Track specific events or milestones that trigger reminders sent to the appropriate sales rep.
• Provide near-real-time access to client data, allowing for timely contact and follow-up.
• Track sales performance by individual rep, district or region.

Anytime, Anywhere Access

• Integrate with Microsoft Outlook.
• Synchronize email, contacts, calendar events and tasks with Microsoft Outlook.
• Access your CRM system from anywhere in the world via the Internet or mobile device.

 

Financial Services Companies increase their cross-sell opportunities and better manage their
sales and marketing organizations when everyone has access to good data and forecasting tools.

To learn more about DoExtra's financial services solutions.