InvestGlass

CRM for Beginners

One of the most difficult things about being a beginner is knowing where to start. You may know you want a CRM but not what kind or how it will help your business. Or, you might be looking for ways to make your current CRM work better for you.

 

Digital onboarding InvestGlass

In 2017, 18% of people didn’t even know what a CRM was. The trend will likely continue to grow as more and more companies realize the benefits of their CRM systems.

What is CRM software?

Customer relationship management is a method of using data and analysis to optimize your company’s interactions with both your customers and potential customers. CRM is particularly focused on sales growth and customer retention. Most CRMs are cloud-based tools that you can log into with an account. The best CRMs can even integrate with almost all your other sales and marketing tools, even your third-party analytical tools. Some of the most successful CRMs combine all three models, and new and exciting applications are emerging all the time.

A CRM system provides a central place where businesses can store and collect customer data. It allows the sales team to manage relationships with customers, helping the business to grow. CRM systems can also be used to add notes, schedule follow-ups and organise the next steps that need to be taken. By understanding customers better, cross-selling and up-selling opportunities become clearer and marketing campaigns more successful.

Customer Relationship Management: Drive Sales & Marketing Results via Customer Data

Using a customer relationship management tool (CRM) effectively can be instrumental in helping your business grow. Technology that streamlines and automates saves time, keeps you on track and up to date. It’s simply better. Especially when it comes to managing complex customer relationships. What would more sales and revenue and more loyal customers/clients do for your business? If you have a CRM tool, use it to help you grow your business in this day and age, using it effectively.

The most important thing a CRM does is focus on your customers as individuals, rather than as a single entity. CRMs help you develop a full picture of your relationship with each customer, or prospect, by packaging all their interactions and engagement with your business together with their profile. Many CRMs also keep track of social media interactions and integrate this information with contact records. With a great CRM and strategy for how to use it collaboratively, you’ll have marketing, sales and customer service in perfect alignment.

Pre-built onboarding

InvestGlass's digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It's the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass's digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.

Pipelines for mortgage brokers

InvestGlass's pipeline management makes it easy to stay organized and track progress, empowering you to make informed decisions about your business's future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions. The pipelines are flexible to reflect any sales process: support tickets, onboarding client journey, bank statements, and automated workflows. The sales pipeline will present the expected deal flow and revenues. The tool is suited for small businesses as well as for larger organizations. The managing director will appreciate the reporting view to analyze data in a few seconds.

Fully flexible CRM

InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you're just getting started or you're already an experienced user, InvestGlass is the perfect solution for you. The CRM will match multiple purposes: project management, marketing efforts, team collaboration.

Fundraising and automated marketing

Data-driven decision making is critical for success in any fundraising process. However, these days most software used by fundraisers is either too simple and doesn't offer enough features, or it's so complex that it's hard to use. That's why we developed InvestGlass - a software solution that offers the perfect balance of simplicity and power.

InvestGlass' automation capabilities are some of the best in the business. InvestGlass takes your CRM and makes it work for you by automating many of the tedious and time-consuming tasks that come with managing a CRM. Based on client contact information, the automation tool will automatically spot quality leads, send notifications which will help you to increase sales.

Email and SMS communications

Every successful fundraiser knows that communication is key to keeping potential investors updated and informed about the progress of their fundraising campaign. However, maintaining regular communication can be time-consuming and difficult to manage manually.

InvestGlass provides an easy-to-use email and SMS communications platform that makes it simple to keep your investors updated on your progress.

Email and SMS sequences can be set up to automatically send messages at predefined intervals. This ensures that investors are kept up-to-date on the progress of your campaign, without requiring any manual effort on your part.

Record permission and Audit

Industry regulations compliance is an important part of any business. InvestGlass allows you to grant objects permissions to control the access to your data fields and records. Each object can be set up with a specific level of access to create, read, edit, and delete those records. This level of access will define the extent a user has to manipulate a field record.

Field Audit Trail lets you retain archived field history data up to 10 years from the time the data was archived.

Relations and Accounts

Relationships, Contacts and Accounts are key components of customer relationship management. Clearly, the details needed as well as the accessibility to said details can be used for assessing the quality of a CRM. The CRM is fully flexible so you can store all your data in the cloud-based solution.

Calendar

InvestGlass's Calendar is a great way to keep track of all your clients' meetings in one place. The Calendar automatically generates all your clients saved meetings into one generic calendar, so you don't have to miss a beat. You can also add, edit, or delete events manually. InvestGlass also categorizes events by customizable colors, so you can easily keep track of what's going on. And if you need a little privacy, InvestGlass also has a clients-only calendar.

Task management

InvestGlass task automation can help you keep track of the required actions and, if chosen, get a reminder in your calendar. Tasks may be created around four focus objects: Account, Contact, Portfolio, and Security/Product. A task can be prioritized, connected to a pipeline, and assigned to any member of your team. This allows you to keep track of the required actions and, if chosen, get a reminder in your calendar. InvestGlass automates the tasks for you so that you can focus on other things. Additionally, InvestGlass offers templates for different types of tasks, which makes it easy to get started. InvestGlass is a great tool for anyone who wants to save time and be more organized.

Fundraising Campaign

Select contact into a campaign and start engaging with each contact. The campaign will help you focus on your goals, and make sure no contact is left behind. The software provides a streamlined process for fundraising. It includes everything from creating a campaign to tracking progress and engaging with investors.

Connect your voice over IP to contact each participant. The software will automate repetitive tasks, leaving you more time to focus on your goals. Measure your campaign success based on commitments and average deal size.

InvestGlass CRM software is a powerful tool gathering all you need in one place to manage your fundraising campaign and achieve success. Client information and portfolio management are gathered into Campaign key features. InvestGlass offers a portfolio management tool that will help your support team track received payments and transactions.

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