Tag: CRM

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How to Create a Quiz Online?

Complying with regulations is a time-consuming, expensive endeavor. Often the best way to ensure full compliance is by having an expert guide you through the process. This blog post will outline how to create a quiz that ensures your employees are aware of all pertinent compliance requirements.

What kind of quiz would you like to create? Short, long, multiple-choice, or a matching game? Are you a small business or a freelancer? Whatever the case may be, we have 5 steps for creating an awesome quiz online! We will discuss how to get started with your design process and making it user-friendly. We also give some examples of quizzes that people love around the web so you can see what we’re talking about!

Step 1: Give your Quiz a Name

It is very important to give a name that will be interested enough to attract potential customers or users. Your name should be catchy but at the same time give a description of the topic you are about to discuss. Tags can be used on your prospect to build a personality quiz, or client risk classification if you are dealing with private banking business.

Step 2: Enter your questions and answers or use a prebuilt quiz template

If you are addressing your questions to students or investors, you should make sure that your questions are short. The best quizzes are short and easy to answer. But if you want a more in-depth quiz, it should be well organized with the right mix of theoretical questions and practical ones. Your questions should also focus on one topic rather than cover too many and too many answer options. Setpoint value to each answer to get points for correct answers. The data analysis will show you quickly respondents’ knowledge or preferences. The points will show you student progress and client risk level. Scoring is flexible with the four mathematical operators +- / x. At last, don’t forget to ask respondents their email address or name to make sure that you will know who answered the survey.

Step 3: Customize your online quiz design with a zero-code quiz maker

Investglass templates can be changed to customize your forms with your own colors, background in preview, save, submit buttons. Personality quizzes can be colored. The branding is fully customizable. Customization is particularly important if you are hosting your quiz on your website for lead capture. You can select multiple question types and connect the correct answer to CRM categories, tags, or CRM fields. This direct link to InvestGlass CRM is extremely powerful!

Step 4: Share your Quiz

The “trivia quiz” can be shared on social media, your website, or via email. If you are using your website; your website should be secured with an SSL – HTTPS. You can restrict the hosting parameter in the options settings to make sure that only in the designated website your form will be visible. You will spend few minutes reading all options in the settings tab to understand options for your quiz.

Before you activate the quiz, try to check if the font size and the text look good. Make sure that the point value is coherent and the question type is suited to your quiz mindset. It’s important to collect answers or feedback that your leads or users understand your top priority.

Step 5: Play, and watch your statistics for educator or compliance officer

Responses are collected into InvestGlass which will record any information from basic lead captures to complex question types. As you collect email addresses, at the end of the question you can also forward feedback to your respondents. Multiple users can be notified when quiz results are generated.

Have you ever wanted to find out more about what your customers or prospects are thinking? If so, then we may have the tool for you. InvestGlass is a quiz-based survey that can be used in many different ways. You might use it as an educational exercise to teach someone something new about themselves and their cognitive biases, such as how they make decisions based on emotion vs logic.

It’s the perfect product to build math quiz, classroom quiz, trivia quizzes, compliance classification, lead capture, customer survey. No programming skills are required.

Or maybe you want to know why people aren’t buying from your site like they did last year (or this morning). In these cases, InvestGlass could help by letting you ask questions that will reveal some of those hidden insights into customer behavior and attitudes towards your product. Contact us today!

CRM, CRM for banking, form, quiz

5 Helpful Sales Email Tools to Support your Outreach

Email marketing is the single best way to grow your business. It’s a tried and true strategy that has been around for decades and isn’t going anywhere anytime soon! But how can you send better emails? The answer lies in tools. In this blog post, we’ll be discussing 5 helpful sales email tools (to support your outreach).

1. Email address lookup tools

For your sales emails to succeed, you first need to have the right email addresses for your prospects. Here are two tools we recommend for this:

Hunter.io and Dropcontact.io

Both solutions will help with sales outreach. Dropcontact.io is a premium paid service but Hunter will provide you with free email addresses that are accurate and updated when they change jobs (via LinkedIn). We use to drop a lot.

This way you will check customer data and engage prospects with their email while respecting GDPR. You might not find all companies though. Those prospecting tools are outbound sales best friends.

2 . Sales email templates for power sales reps

Now your sales cycle can start! InvestGlass email will email you and send personalized cold emails and automated email sequences. Email campaigns are tracked and cole emails too. The metrics are stored in InvestGlass sales CRM and the sales pipeline is initiated if your prospects wish to follow-ups.

Cold emails are a long-term strategy. One tool that stands out is Salesflare which has a good CRM and smart templates for emailing large companies or small teams with the right message at the right time.

Email marketing automation software like InvestGlass provides you with easy-to-use features for your sales outreach with prescheduled emails. It’s about sending just the right time message and reducing the marketing efforts with automation when you would have done repetitive tasks.

When you create a cold email you have to imagine which persona the same way you would engage customers. It’s sales conversations you are trying to start so the first element you should work on is the subject line. Cold sales email should start with a simple subject line

<problem> …. <contact / speak> … <your company>

between <> you will inject prospect or customer data with InvetGlass email. This will remove manual tasks of writing initial sales emails one by one.

You can attach files or forms to your email. Make sure that your files or sales decks are not too heavy. Concerning images we recommend not to put images into your message. You might be excited to send customized images into your sales email but this might look too glossy and sales-oriented. Yes, it’s a “sales calls” but it should be kind enough.

In your email, you should have a call to action – only one! Otherwise, you are splitting the email tracking understanding. You want to offer a free version, a free visit, asking if you are talking to the right person, to the key decision-makers… not all companies will be organized the same way. Therefore don’t put the call to action into subject lines but inside the body of the email.

If you have a mutual connection with a prospect it is better to override the cold email outreach tool and write it manually. You want to start a conversation here – sales acceleration should slow down.

Sales team performance will be monitored in the campaign tool Each sales professional will find their response rate and follow-up emails rate in simple reporting.

3. Meeting/demo scheduling tools to start your sales process

The prospect said yes I am interested! Your response rates start to show that your outreach email is effective. Now it’s time to improve sales operations with a scheduling tool. Scheduling tools enable prospects to just choose an available slot.

We have been fans of Calendly for years 😄. The company name might right a bell right – It’s the ultimate potential customer meetings app. As your prospects book a meeting, they can share personalized messages with you. You can manage your sales team’s calendar with Calendly.

Calendly is an automated scheduling tool that you can personalize. This tool is great to include in your email outreach for one-to-one meetings and demos. Sales performance will increase with this customer meetings app.

During this meeting, it’s time again to introduce your mutual connection and present the sales cycle of your solution. You will wait for this meeting to introduce relevant information. Keep these meetings short – 30 – 45 minutes maximum and get ready with your sales stack.

Another good option is a scheduling tool like Doodle where the prospect can pick from their own time slot of availability, or offers different times if they want to get back with you first before choosing an available time slot.

4. Conversational selling tools for your sales team

When interaction is too dense or you wish to host a communication tool inside InvestGlass client – we recommend you have a look into Intercom.

Intercom is a suite of tools for customer support, marketing, and sales. It has a variety of features such as:

– email like messaging tools;

– in-app chatbots that help answer questions about the product or service they are interested in without ever leaving your app (it’s called “conversational selling“);

– personas – automatically triggered based on

Alternative to Intercom are :

Drift (chatbot builder, software)

Chatfuel – chatbot creator;

These tools are usually free to use with a monthly subscription or payment per message sent. You can send canned messages or personalize messages too. Intercom is an easy-to-use platform. It will help with the help desk and document tracking. The solution can track customer behavior and conversation will be stored back into InvestGlass contact report. The sales workflow is perfectly tracked and you will automate manual tasks.

5. Virtual meeting tools for your sales rep

With travels restriction – your sales rep needs to meet virtually every hour with the prospect and they will use


Zoom is a video conferencing tool and it is free for up to 25 participants.

– Zoom for online meetings

– Join – video calling app from Google which also works with Facebook Messenger, WhatsApp, or WeChat;

UberConference ;

It’s a good idea to have your sales rep give the prospect their Skype ID so they can contact them outside.

The difference between Teams and Zoom is that Teams is a communication tool and Zoom is strictly for video conferencing.

Protect your data with a Swiss Based CRM – InvestGlass

InvestGlass offers the best sales tools from lead generation to customer success. Our solution is hosted on Swiss servers and that is quite unique for marketing automation tools.

InvestGlass offers an all-in-one customer relationship management tool built for modern sales reps. Sales teams will enjoy sales prospecting tools and pre-built email templates. As InvestGlass hosts product and security dimensions, your sales teams will share more deals opportunity in their sales email.

red and white sail boat on water near city buildings during daytime

You import contact and more leads with an easy import tool. It’s the perfect outreach process tool to send more sales emails. Swiss-made sales tools are another insurance that data is safe here in Switzerland.

Sales emails are leaving InvestGlass through your credentials. Sales conversations would you use Intercom, Calendly, Qwil.io, will be recorded into contact reports and all contact information will be stored in one place.

Start your InvestGlass free trial today

CRM, email marketing, sales automation

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5 Things to Know before your Build your Own Robo Advisor

Robo advisor doesn’t mean low cost and cheap investment accounts

Robo-advisors are a hot topic in the world of investing and wealth management. They have been popularized by companies like Wealthfront, Betterment, and WiseBanyan. But what are they exactly? In this blog post we will give you the details on robo-advisors to help you decide if they would be a good fit for your investment portfolio.

1. What are robo advisors and how do they work

Robo advisors are built with a nice onboarding form. Those forms are meant to mimic human financial advisors. Those forms process data to replace human intervention. This is a scalable process to offer to retail investors to service human advisers would give to private banks or UNW individuals. Human investment advisor are not present during this self-service onboarding. Each answer is processed with a content measurement rule. At the end of the questionnaire, a portfolio management solution is suggested.

Doing the onboarding form you can also find some drop because investors might find the questions too difficult to answer. The form should have audience insight geolocation data to capture investor profile and their device characteristics. The device specificity is important as your investors might not be able to answer too long onboarding on a small iPhone.

Wealthfront, Nutmeg, Vanguard and particularly Vanguard digital advisor offer state of the art robo advisors. Each claim to be the best robo advisors. In most countries including France, the UK or Germany you will find also tax oriented product development where investment advice is not only about the securties but also about tax harvesting. All robot advisor offer at least one connection to a bank account. Some robo advisor offer multiple access or custodian. When you offer multiple access investors can choose where they want to custody their assets.

However, a robo advisor can become quite complex if you start asking questions about retirement plans, tax-loss harvesting, socially responsible investing, retirement accounts, credit score, or goal planning. We suggest you to have a look at our partner solutions Neuroprofiler which offers high-quality robo algorithms for sophisticated onboarding.

2. Who should use a robo advisor

Replacing a human financial advisor might not be something you can offer directly in your company. Your company Partners could be reluctant to delegates investors’ interaction to a machine. However, a new generation of investors will appreciate the gamification of investment portfolio selection. Human advisors can use with their customers the software. The software is then here to show investment management details come out investment products, investment goals with beautiful charts. Creating an experience which engages new prospect with no account minimum.

The minimum investment is usually the catchy advertisement but in reality robo advisers will service investment service based on assets under management. The more investors bring in and more they will get. Net worth is not the only indicator. You can also with InvestGlass build a multiple robo adivsor pannel, where investors based on the capital they want to invest, will view two or three option. Let the client choose a robo advisor…

3. How to build the right one to manage your clients’ money

Thanks to InvestGlass cloud solution you can create a very simple Robo advisory solution. Investglass and boarding forms will facilitate privacy rights as the solution is hosted on swiss servers. Thanks to the computer algorithm, consent choices will automatically suggest suitable investment portfolios.

With InvestGlass onbaording forms and CRM you can quickly setup your own robo adisor. It won’t cost you too much money to orchestrate financial advice and portfolio distribution with a Swiss Cloud-based solution. The CRM measures content performance and will adapt to alternative investments such as wine, cryptocurrencies, real estate, and much more. As InvestGlass is a single-tenant, you won’t be stressed by connectivity – no. more partners process data.

InvestGlass portoflio management tool will help you visualise client assets in seconds and help you beat the market. Yes robo advisors beat the market, at least for cost efficiency.

two woman sits on sofa chairs inside house

4. Best robo advisors ideas

Would you be offering exchange-traded funds ETFs, mutual funds or single lines of private equity or bonds, the Robo advisor will improve the efficiency of your distribution. The Robo questionnaire should not you ask a question, simple advice in form of text or videos could facilitate investors understanding. Audience insights can be measured quickly to understand where the process failed. You should not ask more than 30 questions. Your investors should quickly know what investment account they are receiving and don’t try up sales at this stage. If your customer comes for a robo adviser experience, don’t sell them a credit cards!

As you ask the question, simple advice in form of text or videos could facilitate investors’ understanding. Audience insights can be measured quickly to understand where the process failed.

2 people sitting at table working

5. Is it worth it to use a robo-advisor or should I just stick with my old human financial advisor and paper

Human advisor will not replace the machine. We believe that human advisor will be enhanced with an automated investing solution and Robo advisor offer is absolutely mandatory and his current Covid situation.

Tax-loss harvesting particularly in the cryptocurrency industry will become a challenge in the coming months. Adapting your business with robo advisor offer will differentiate your bank, wealth management practice.

Get them all !

CRM, Robotic process automation

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CRM: What is It and Why Does it Matter?

Customer relationship management CRM is key for your growth in 2021 !

CRM stands for customer relationship management. It’s a system that helps businesses track and measure their interactions with customers, as well as the customer’s interactions with the company. CRMs can be software or hardware-based, but they all have one thing in common: They help you find out what your customers want from you so that you can give it to them!

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Why you should care about CRM system?

CRM is not only a system for keeping track of customer data, but also a way that businesses can keep their customers satisfied by providing them with what they want.

Why Customer relationship management is key to increase loyalty?

CRM is key to building loyalty with your customers. The more you know about them and their needs, the better able you will be to provide what they want in a timely manner. This can significantly reduce customer churn as well as increase customer satisfaction which generally improves business performance over time.

To measure customer satisfaction you can set goals for customer satisfaction. How do you plan to measure it? What are the long-term effects of not achieving this goal?

With a CRM you can analyze customer feedbacks– both the good and bad– to see what you can do better. A CRM also helps with customer retention, service delivery, marketing tactics, product development (to match customers’ needs), research, and planning for global growth

How do you plan to measure it? What are the long-term effects of not achieving this goal?

The sales teams have to be convinced that the CRM will help them to close more deals. Sales teams will benefit from a cloud-based CRM. As a cloud-based CRM dissolution can easily be connected to other software. The connectivity is extremely easy and will help sales teams to collect contact information from business cards for example. The connectivity will also be very helpful to connect to third-party solutions for customer loyalty programs, phone call tracking, lead management, generating marketing materials, and other customer interaction software.

CRM systems are not the same – InvetGlass is the only one based in Switzerland and why it matters?

We are based in Switzerland and you can host the solution on our public Swiss cloud or directly on your own server. All the customer data from your leads, to your secret business interactions, will be safely stored in Switzerland not on US-based servers like Amazon or Microsoft servers. CRM data is stored on a non – US server and no US company. This is truly imperative if you wish to benefit from a cloud CRM and

CRM meaning for small or large business

Would you be a small or large business we invite you to start a free trial of our CRM technology. Small businesses will appreciate the easiness of the system and how management of sales becomes easy. Where large businesses will appreciate customizations, marketing automation, lead scoring, and full modularity of the CRM.

Let’s get them all with a Swiss Made Cloud CRM ! We have all you need to build your SAAS Fintech !

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Swiss Made Software – InvestGlass CRM

CRM is a term that has been around for decades. The acronym stands for Customer Relationship Management and it’s one of the most popular tools in the world of marketing. InvestGlass CRM is a company that provides CRM solutions to customers all over the globe. If you are interested in optimizing your customer relationships, then this blog post will provide helpful information on how to do so with software made by Swiss-based InvestGlass!

1. InvestGlass is Swiss Made Software, a CRM that integrates with your favorite business realities

Originally made for financial services, the CRM robustness will satisfy +50 users companies. By default, InvestGlass is hosted on Swiss Cloud in Geneva and in Lausanne.

We hosted our solutions on Swiss servers because they are the safest in Europe, with snowcapped mountains and nuclear fallout shelters.

InvestGlass CRM integrates with a total of +100 software vendors such as Microsoft Dynamics 365, Bexio, Winbiz or Xero accounting tools.

##2. Swiss Made CRM which helps you manage customer relationships and leads from start to finish

CRM stands for Customer Relationship Management software. It is a business-critical tool for any company and it’s used to maintain customer relationships, manage leads through the sales pipeline, forecast future revenues from these customers or generate reports on marketing campaigns such as webinars.

The CRM includes these sequences of your business

  1. Acquire leads.
  2. Convert leads into customers.
  3. Provide superior customer service.
  4. Drive upsells which means addressing our service to the rest of the family or friends of your customer.
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Welcome to Geneva!

3. You can use it for free for two weeks before signing up, so give it a try!

Like any other SAAS solution, you can try InvestGlass for two weeks before starting for real. While you try InvestGlass you will receive our latest webinars and tutorials.

The best part about InvestGlass is the unlimited storage capacity – there’s no limit on how many contacts you can add or messages you can send. You can connect existing with Salesforce, Google Gmail, and Office 365, to our Swiss cloud InvestGlass, gives users an easy way to keep track of all their projects and deals. at once 

And if you are in Geneva, 2 rue de jargonnant, in Eaux-Vives we welcome you for a face-to-face meeting!


people having meeting on rectangular brown table

5 Steps to Successfully to Setup your CRM for External Asset Managers

Effective CRM for external asset management is all about making sure that you are maximizing your marketing budget. Your company has a finite amount of money to spend on marketing campaigns, and it’s important to make sure that this money is put into the right channels. In order to do so, there are some basic steps we recommend taking:

-Understand where your competitors’ budgets go for advertising

-Find out what type of media works best for your target audience

-Determine how much inventory you have available in each channel

1. What is CRM EAM and why should you care

In customer relationship management (CRM), customer lifecycle is a term used to describe the progression of steps a customer goes through when considering, purchasing, using and maintaining loyalty to a product or service. The goal is to make sure that the customer has a great experience with your product or service and then show them why they are better off sticking around through marketing push like emailing, but most importantly because it’s your suitability best friend!

Yes a good CRM will help you survive in the FinSA and MIFID hyper compliance world delivering thanks to artificial intelligence the right information at the right time. CRM is also the right way to collaborate with your customers to update their KYC. KYC or no your customer data collection. Through a Swiss cloud-based platform, InvestGlass delivers all the support and analytics you need to speed up your compliance duties.

man looking at phone

2. How to implement CRM for wealth management

We built a CRM where the setup is considered as a performance. The platform has been developed in Switzerland, is easy to use by your sales or any team member. Advisers or sales should be part of the campaign to build the first request for proposals. Large wealth managers will eventually recruit consultants to set the minimum compliance level needed. The consultant will look into your existing solutions and help you find the one your firm needs.

3. The benefits of CRM for external asset management

Create brand awareness. The first step to acquiring new customers is to introduce them to your business.

Acquire leads.

Convert leads into customers.

Provide superior customer service.

Drive upsells which means addressing our service to the rest of the family or friends of your customer.

The relation you have with your clients can also be a game-changer as calls, emails, SMS, WhatsApp or the investor platform can shift your business priorities. You should understand investors’ expectations to make sure that the visibility of their assets is perfectly met.

4. Common pitfalls in implementing CRM external asset management

When you install software they are always some pitfalls. Common pitfalls in implementing CRM external asset management are :

– Value proposition: it’s not clear what the customer will get for their investment.

– Ongoing management costs and fees are unclear or poorly communicated to customers, who may be surprised by monthly charges after installation.

– CRM external asset management is a complex solution that requires ongoing training of internal staff in order to maximize its benefits

With different supports such as video, website help desk, documents pdf, you find the perfect walkthrough guiding your sales, advisors, investment and compliance teams. The boring task should be accomplished with automation.

5. Tips for successful implementation of CRM external asset management and manage customer data

We found two types of mindsets the first is to give CRM access to everyone and the other one is to wait before the platform is actually set up before you give access to all your colleagues.

Raising your colleagues’ interest in the tool is definitely one of the most important parts of the implementation success. As soon as possible you have to import your clients’ data into the platform. More information inside the platform and better will be the acceptance from your colleagues.

Instantly your team should find the tools they are used to. Some of them might be using salesforce or Microsoft dynamics in a previous life and now it’s time for a final change.

Managing clients from the platform is key but it’s also important to manage your colleague’s expectations and collaboration inside the tour which can transform their day-to-day habits. Contact report notes and setting the role are basic elements of this habit.

From the market page, your asset managers can visualize assets, funds, filter with their data then publishing a branded PDF. Your firm can produce and share performance sheets in less than 5 minutes. Those little content publishing are creating trust immediately.

group of men running in track field

6. What modern EAM need for marketing campaigns and attract dynamic wealth managers

To attract dynamic wealth managers you have to use modern solutions with marketing tools, distribution platforms, and artificial intelligence. You have to use a platform that one day could turn your business into a neobank or robo advisor!

The platform can change formats very easily would you be on the buy-side or the sell-side. We are seeing more external asset managers becoming full-fledged asset managers. The trend means that they are building their own models and funds. Thanks to the CRM they collect insights and a complete investor view.

From the distribution platforms, your clients will access the branded website. On this website, you will find your own features such as video, your team photos, head of sales direct calendar, financial research, your clients’ account information. This will improve your customer loyalty and confidence as they can access at any time to the platform information. Third-party cookies can also be used to track your clients’ visits.

Finally, with this platform, your clients will be able to accept or reject investment solicitation with a secure 2 steps signature solution. Digital signature, digital onboarding and digital banking are topics we would be glad to comment with you !

black Android smartphone

With the latest regulations, activities visibilities should be signed by respective owners. Offering the ability for clients and sales to collaborate with a website is now a must-have. The client can search the market page based on their assets preferences. This filtering system is the perfect combination for your EAM to reach long-range relationships.

With InvestGlass CRM single record access you can set up your travel request mode to restrict user’s access to client data when they leave the office for a business trip. They will see only the content-based cross-border criteria. This part of the CRM is made for advanced users but once you master it will turn your business into a modern multi-family office powerhouse.

From Hong Kong to Panama, with a strong positioning in London, Paris, and Switzerland, we are quite sure that you will find with InvestGlass a complete and secure solution to improve your EAM team collaboration and client satisfaction.

CRM, external asset management, FINSA, MIFID

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How to choose a CRM in 2021?

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Choosing the right CRMS for your business can be difficult. CRM means Customer Relationship Management. There are a lot of options out there, and no two CRMs are alike. That is why it’s important to do your research before making any decisions. In this blog post, we will discuss what factors you should consider when making a decision about which CRM is best for you and your business in 2021.

How do I choose a small business CRM?

To choose a CRM you have to plan the ratio cost to revenues you will save using will the CRM. A good CRM should have an affordable price, be easy to use and provide the features you need.

It is also important to consider what type of CRM will work best for your company. There are two main types:

– On-Premise CRM which means on your server which is more expensive

– Cloud-based CRM (also known as off-premise) is cheaper.

On-premise CRMS usually costs less than the cloud.

Then your CRM should have good email marketing tools. Email marketing is an important part of marketing and should be considered when making a decision on CRM.

If you want to use your data in other software, then make sure the CRM can export or import your data into different formats like CSV for example. This is called interoperability.

Most CRM will have a free trial and SAAS pricing. You can pay per month and per seat your CRM to grow the number of seats as you grow.

How do small businesses keep track of sales?

You should have with any CRM a little learning curve. We publish weekly webinars and videos and direct help. Small businesses will appreciate seeing sales forecasting, sales pipeline, lead scoring without programming or complex setup.

CRM for small businesses should be more or less ready to run in the hour. Sales team will easily import their contacts with a drag and drop solution.

The COM can be connected to phone calls and a direct connection between both solutions will prevent dual data entry. Businesses of all sizes can connect to this calling system. We suggest you have a look at Aircall.

Dissolution with S pipeline management will facilitate the reading of the sales process. Marketing and sales staff if you have both he’ll appreciate that the user interface is easy to use. The marketing specialist will appreciate the marketing campaign replacing tools commonly used like Mailchimp, Freshworks CRM, Hubspot CRM, Zoho CRM or Pipedrive CRM.

InvestGlass is hosted on Swiss servers which you will definitely appreciate if you care about your data privacy and hosting. Customer support also is important and we offer a premium version of InvestGlass where our team will spend the time needed to setup your CRM and make business owners confident of tool.

What about sales workflow automation?

If your small business wants to scale fast and your number of users is limited we suggest you have a look at our automation tool. Those tools are connected to Zapier which is a bridge to connected to +1000 cloud-based applications. Business owners dream right?

We can suggest, like an art curator, which mobile apps will better suit your business needs, and which pieces of customer data will connect into which features.

There is no programming for your marketing and customer service and InvestGlass will do the “plumbing” between the cloud-based applications if it’s needed. If you wish to connect Intercom, Docusign, Slack, even Whatsapp this is possible. Sales reps will progress with new needs so it’s important to connect new bricks to existing CRM features.

Once you pick the bricks, you will create into your CRM for small businesses a sales workflow automation like a Forbes 500 company! Yes, customer relationships with artificial intelligence are accessible to small businesses. For example, based on your customer data collected from lead generation, the AI can filter the leads and address them to the right sales or service.

If sales pipelines are slowing down too much, the CRM will send a nudge to your sales reps to speed up the project management. No more stress for business owners and sales teams because the machine does sales automation WITH you.

Marketing campaigns also are an important tool as you are growing. When a campaign is not properly open, the CRM can trigger another sequence to make sure that your marketing sales team is actively following customers. Now you deserve the best CRM possible and marketing automation is easy to set up. Sales and marketing teams will collaborate because it’s simple EASY.

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Alternative to Hubspot made in Switzerland? Meet InvestGlass CRM

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Hubspot is one of the leading blog platforms, but it has a glaring issue. It requires a lot of time and effort to make each post stand out because there are no templates or styles available for users. This is where InvestGlass comes in. With this platform, you can create a professional-looking collaborative portal with just a few clicks!

Alternative to Hubspot made in Switzerland

InvestGlass CRM is carefully built and hosted in Switzerland. Switzerland is well known for its strict privacy laws. Lead generation can be done from our public cloud in Geneva Switzerland or if you run a large business you can ask for an on-premise CRM platform. The cloud solution is scalable and it is ideal for small and medium-sized enterprises.

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We don’t believe free plan is a soluiton – and when you start paying for the CRM you find that you pay a lot for your marketing software! We decided to adapt with very comprehensive pricing.

InvestGlass CRM has a fully-fledged document management system integrated, which provides support for team collaboration on existing documents or creating new ones. Documents are not just stored in the cloud but they’re also indexed by Google Document tools so that you can search for them easily. This gives

InvestGlass CRM is the only post creation tool that has a fully integrated collaboration portal, featuring instant notifications and updates to every user on your team in real-time! Use our smart drafting feature to synchronize all of your ideas into one draft, then share with colleagues for feedback before you publish it live.

The product can be connected to Hubspot API but also to Hubspot competitors like ActiveCampaign, Marketo, Mailchimp or Salesforce but it best work when you keep it in the same environment.

Hubspot alternative how do we migrate?

InvestGlass offers a lazy import plan perfect for small businesses’ data import. It’s an agile CRM so you can import your leads, clients, products into the Swiss hosted CRM. Marketing and sales teams will appreciate that the solution is easy to use for email campaigns and lead nurturing.

A big advantage is that InvestGlass with the product dimension will facilitate email marketing tool, inbound marketing.

CRM features are very similar to what your sales team are used to play and the marketing team will appreciate InvestGlass collaborative portal. If you have existing tools like a live chat – you will add the code snippet to run your chat.

Email automation will have to be created into InvestGlass but it’s quite easy to replicate and our team will make sure your marketing efforts are 0.

Although InvestGlass doesn’t offer a free plan, only paid plans, InvestGlass team will assist you when you start your free trial !

bull grayscale photo

From eCommerce business and fintech neobank builder

Most CRM platforms are disconnected from the landing page builder. InvestGlass offers a landing page builder you can customize in minutes. Marketing automation features will open widgets on the landing page based on the customer segment. Customers will find the right information at the right time and in the right format. Sales and marketing teams will have less work to do thanks to the automation process. Customization options will fit your corporate branding.

eCommerce is booming and with InvestGlass, the entire marketing process will be more streamlined. eCommerce business owners appreciate InvestGlass because it is easy to use and customizes perfectly.

Digital marketing is now a must for eCommerce companies looking to capture new leads and launch hyper – targeted email marketing campaigns. Email campagins will also benefit from template, scheduler and a b testing tools. Automation tool will schedule email email automation at the right time. Email variables will add in the email body and title email address, CRM information such as the first name, or a catchy word we call an icebreaker.

Would it be inbound or outbound marketing, the email marketing should specific with a call to action your customers will understand.

And for neobanks customers?

Fintech neobank builders will also find InvestGlass an excellent choice for marketing automation features. InvestGlass paid plans to include all you need to build neobank digital onboarding, email marketing, lead nurturing and KYC remediation. Create landing pages for your neobank in minutes.

We have business owners of business banks using InvestGlas landing pages for their POC. POC means Proof Of Concept. We are seeing a lot of business banks using InvestGlass because it is so easy to use and then they can decide if they want to implement the product for their business or not.

Are you ready to consider alternatives to Hubspot?

Sales and marketing teams will find with InvetGlass all features and sales automation to increase lead capture and conversion.

Get more productive and less busy !

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CRM, email marketing, sales automation

yellow papers forming green heart hole

How to Create a Successful Email Marketing Strategy in 2021?

How to create a successful email marketing strategy in 2021?

In this email strategy, you will find examples and templates for generating and higher return on investment often called ROI. With COVID increasing numbers of email, you might be thinking that emails is something from the past. No way! We believe that it’s still needed to contact your prospects and clients with this means

So let’s dive into our best tips and strategies to grow, engage and retain your subscribers for the long term.

1.    Start with your inbound marketing strategy

2.    Manage and segment your list appropriately

3.    Create high performing and hyper targeted emails

4.    Optimize your emails to drive conversations and conversions

5.    Create email templates for your campaigns

Start with your inbound marketing strategy

To understand the inbound marketing methodology, you have to understand the difference between outbound and inbound first. When you write your email, you have to understand what your prospect current mindset is and find a way to make them happy with the product and services you are promoting.

In your mind you should always have three steps which are attraction, engagement and delight. It’s only once you understood the three elements of your targeted clients that you can start thinking about your inbound strategy.

Your software should be connected to your CRM database and you should make sure that your CRM has all the basic information to target your customers with specific information. You should make sure that you turn on mandatory fields to highlight missing fields and update them before you sent a personalized email.

Then you have to make a choice about the funeral of conversations and conversions. Are your clients reading blogs? Which media are there consuming? Might be using chatbots? It’s important that you find the right funeral and make sure that the conversation will engage seamlessly by your clients and prospects. Funnel is more important than the message itself!

And your strategy should reflect your goals. As Simon Sinek says, “People don’t buy what you do but why you do it.

Manage and segment your list appropriately

To create a segment, we suggest you think out loud of a buyer’s journey. This is by person or associated to a behavior. Of course, this behavior is the behavior that you want and may not be the behavior of your clients however it’s a right way to start to create a contextual message and test and try – this is pure A/B testing. Testing scenario until you find the best ideal message.

To create this list, you should collect the right information and using the CRM and the forms will help you to make sure that you collect information correctly. The data should be explicit and obviously compliance with email regulations called GDPR.

Client segment should have a life with leads, customers, subscribers, topics and perhaps also some elements such as Christmas or Chinese New Year, Hanukkah… We suggest you use TAGS for that segmentation too.

It’s important to make sure that you have a healthy database and make sure that your clients have an option to unsubscribe.

Create high performing and hyper-targeted emails

Defining powerful and high-performing email strategy is something easy. We suggest you set a goal with a “SMART” goal.

S for a specific

M for measurable

A for attainable

R for relevant

T for timely

This is the core of our solution to deliver the right financial information at the right time to the right investor. Sending the right email means also making sure you use the mustache or “added variable” inside your template email deliver hyper-targeted message.

This is what we call hyper targeted communication which means sending an information that will be slightly individualized to make sure that each consumer will believe that it was a 1 to 1 message.

Obviously, the conversation should be based on words, but you can also attach some documents and forms. As InvestGlass generates forms linked to the CRM database, you can therefore ask extremely specific question and even ask your contacts to update their own preferences with those questionnaires!

Optimize your emails to drive conversations and conversions

 Once you crafted the perfect email the objective is to increase the numbers of clicks. This is what we called the click to action or something I like to call also the compelling call to action. Here we have to make sure that we will limit to one click to encourage customers to click on the link and follow through one goal.

Create the right email templates for your campaigns

Then you will definitely create templates that can be saved and shared among your colleagues to promote a product and service but also for KYC remediation. You can define in the email template different types of business needs to create the perfect message and a frictionless experience for prospects and investors.

4 keys ideas for 2021 don’t try do it !

 So how to create an email that we trust? The first step is to make sure that those elements of emails educate your customers and investors.

Email should provide valuable downloads and resources and therefore help and educate your clients.

The call to action should be clear and you should only have one call to action in an email. And the email can be of various formats with the video, a picture or dress very basic text. You can customize form InvestGlass email templates function the “link name”.

 In 2021, you must make sure that you collect expressed consent. This is the key of the can-spam and GDPR regulations which is to make sure that you collected in one way or another and express permission to contact those people consent to be contacted via email. If someone asked you to stop email, then you should doing it – and send a breaking up email.

Sales script ideas ?

{{first name}} the first name and all information in brackets are directly promoted from your CRM.

Hi {{first name}},

My name is {{My Name}} and I head up business development efforts with {{My Company}}. We recently launched a service/platform that {{One Sentence Pitch}}

I read about you and based on your online profile, you appear to be an appropriate person to connect with…or might at least point me in the right direction.

 I’d like to speak with someone from {{Company}} who is responsible for {{handling something that’s relevant to my product}}

If that’s you, are you open to a ten-minute call on {{time and date}} to discuss ways the {{Company Name platform}} can specifically help your business? 

If not you, can you please put me in touch with the right person? I appreciate the help!

Kind regards,

{{My Name}}



One or two other steps are needed such as the template colors, the complex logos and the setup of your outbound email communication center. This takes no more than 10 minutes to do and will make your email feel like they are leaving from your own mailbox ! 

Analyze more and more

To analyze your email, you should have a look at how many emails were delivered, how many emails were missing, how many emails were open, how many emails were clicked, how many emails get converted which means someone achieved a goal by clicking on the button or fulfilling a transaction.

How to build your Return on Investment for email marketing?

First step you have to subscribe the money you invested in this campaign from the money you will make with an additional investor or sales. For example, CHF.10,000 is the money you made in additional sales CHF.1000 is the money you invested which equals to CHF.9000.

 Then divide the total money invested in your company so CHF.9000 divided by CHF.1000 equals nine and multiply this result by 100 here it will make 900%. The ROI is 900%.

Now you are ready ! Go and get them !

CRM, email marketing

5 Reasons Why Prospects Don’t Buy from You

This article will show you how to improve the purchasing decision. We will explain how a properly qualified process starts by qualifying the persona and address thoughtful questions.

Why Customers Are Not Buying because you don’t have a good sales pipeline

  1. You’re trying to sell to everyone.
  2. You’re not surfacing objections.
  3. You’re not creating urgency.
  4. You aren’t helping them feel safe.
  5. You aren’t selling value.

1. You’re trying to sell to everyone.

“I am not sure my company really needs your service and product.”

When you build your sales funnel, you will create a sales pipeline – cold lead, prospect, demo, opening, client, lost opportunity… The next step is to create tags. Tags represent a very important part of InvestGlass setup. Tags will help you segment your prospects and clients based on values, features, objections. Tags should be used to build a persona which represents potential customers and their buying decision patterns. You are not selling products, you’re selling solutions. No one wants to buy something particularly in those difficult times but they want to buy solutions for an easier life!

Prospects don’t buy tools, they buy solutions to solve their short term problem. Salespeople should have this in mind

  • A need otherwise don’t try to sell
  • A budget because money is king
  • A decisions maker who knows the business
  • A timeline X date because prospects don’t buy

The well-being of a salesperson is key. If they are in a good mindset is a good indication for prospects that your company is doing well.

You can also catch inbound prospects with digital forms and goodies to help prospect communicate with you. They might have a misunderstanding of previous version and a good video could refresh their mind.

2. You’re not surfacing objections or develop compelling business cases

“Actually, XXX is a big concern for us, so I think we’re going to go with ABC competitor.”

Once you actually know what your prospects once and you properly qualified his needs and current solution, you should ask for a mutual confirm understanding.

“If this didn’t go through, what would the reason be?”

“We’ve talked about why you like [product] — can we spend some time on what you don’t like?”

“We’ve discussed ‘pros.’ What’s on the ‘cons’ side of the list for you?”

It is not basic information, it is also psychological thoughtful questions. You have to understand concrete reasons why they are spending time today with you exchanging about their methodology. Some clients might ask for NDA before the call, some will not which could be a good indication that they are in pain with their current solution and have nothing to lose, nothing to hide.

3. You’re not creating urgency.

“Maybe next quarter.”

Ha ha ha, this is the best way to miss an opportunity a quick failing sales process. Sales conversations must be organized in a way that they understand the current solutions you provide will offer a competitive advantage to whoever will use it.

We are not talking about the whole solution we were talking about perhaps a little function, not even a feature, this little function will eventually be a completely compelling business case for your prospect.

You have to produce a Fear Of Missing Out FOMO – and each sales pipeline stages should have this FOMO argument.

  • “What happens if you don’t solve this problem by next quarter?”
  • “Describe the consequences of missing AMF, FCA, LSFIN goal.”
  • “How long has this been an issue? This digital onboarding Why are you focusing on it now?”

Sales teams should be slightly catastrophic. What happens if COVID never stop? This is the time to develop compelling business cases. In the sales process should have good arguments to understand buyer’s minds. During the sales process, the prospect need to understand that a missed opportunity could be dramatic for their business continuity.

4. You aren’t helping them feel safe.

“I’m not sure we are ready for this yet.”

You have to give five basic examples of how existing clients made it with your service. It’s a bit like giving a pro tip to friends. Your prospect needs to understand that implementation will be simple, they need to understand that their decision represents a real value and that with you they will be safe.

After discovering Faiz, after a demo and giving few examples, decision-makers will ask you for the price. Never give the price before you invited to give a price. This will definitely show them that you are driven by the sales and not making them feel safe.

Why do clients buy from you? Do they know your customers?

Most sales team rush into this process but in reality, this is where you have to be as slow as possible. When you achieved the sales process you are already in front of qualified prospects, you establish credibility, you’re in front of the decision-maker so take your time you are in status quo mode!

The company in front of you will ask for financial conditions like a refund or a trial. They might ask you for money back if you’re not sure of their decision. This is now the time to give five examples of success. If you don’t have examples of success or unknown numbers because you have a new fund, you can talk about top trends, you can talk about your previous experience, you can identify some competitor uses cases, and express how your solution makes a difference.

5. You aren’t selling value.

“This is not a priority for us at the moment.”

Frankly, buyers don’t care about the product or the service where they care about is how the future are going to make their work easier. Purchasing decisions are driven by curiosity at the beginning but very quickly they go down to the very dirty reality. Many prospects don’t really know when they knock at the door what you will be selling. They have a current supplier and they believe that the supplier can be replaced otherwise they will not be contacting you.

You have to build a sales approach which creates a sentiment of emergency and share value to decision-makers. Too many times salespeople are stuck because they don’t speak to decision-makers. Presenting to end-user is important but the company always has a decision-making process that salespeople have to respect. Using a new tool will definitely change the value pattern into a company so it is very important to present value first.

Sales professional can do it, it’s just a simple sales process

A good sales professional should start first by defining the sales pipeline with stages. Then sales reps should defined buying persona, the buying process, and the document needed to support the process. The buyer’s mind an objections have to be collected into the contact report. Sales professionals should know when to stop contacting prospects. If a prospects sales that they need more time, it might not mean no and the salesperson have to respect that. Close sales are the objective but each sales is your ambassador too. Sales is a service too!

You should have a list of current customers in a PDF or Word document that can be shared.

You should have a trial period or any test run and be clear on the refund, full refunds conditions.

Sales reps should no risk involved in purchasing competitive solutions and understand the contracts you will set up.

When prospecting, sales reps start with prospects carefully targeted and check the internal reputation of decision-makers. Identify areas of expertise of decisions makers – if it’s a geek speak geek if it’s people management-speak politics…

Sales reps should answer previous point and objections and not following their own sales process.

Follow up should be monitored – no more guessing – no more paper – track it with your CRM.

Develop compelling business cases to facilitate buying decisions and show how to reduce risks involved with purchase protection terms etc…

You see it’s not that easy but it’s not the end of the world to create a sales process that will establish credibility, build internal reputation into your buyer’s mindset and reveal the real value of your solution. We hope this will inspire you! Now it’s your turn to help salespeople turn prospects into customers.

CRM, sales automation

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