crm for beginners

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InvestGlass

Easy CRM for Beginners

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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.

 

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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. Our easy CRM for beginners 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.

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Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. 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.

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Pipelines

In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality 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.

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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.

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Automation

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. Automation can be set up for things like the approval process, email responses, event creation, or follow-up notifications. InvestGlass’ templates feature combined with its automating processes make it one of the most powerful CRMs on the market. InvestGlass’ automation capabilities will save you time and money in the long run, making it an invaluable tool for any business.

InvestGlass offers a wide range of automation for banks and insurance. For example, InvestGlass can automate the approval process, email responses, event creation, or follow-up notifications. InvestGlass also offers a template feature that allows you to create complex automations. InvestGlass is the perfect tool for banks and insurance companies who want to improve their customer service.

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Approval process

InvestGlass’ approval process is a great example of how businesses can use different levels of approval to ensure quality work. The InvestGlass Approval process requires all work to be approved by two different managers, or groups before it can be completed. This ensures that all work is of the highest quality and that any potential problems are caught early on. InvestGlass’ approval process is just one example of how businesses can use different levels of approval to ensure quality work. 

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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.

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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.

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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. So check it out today!.

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Tasks

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.

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Campaign and Email/SMS Marketing

InvestGlass email and campaign system enables you to connect your email credentials and send hyper-targeted message to your customers. Respect GDPR regulation via the audit trail system capturing customers consent and preferences. InvestGlass also provides detailed reports on your email campaign performance, including opens, clicks, unsubscribes, and more. With InvestGlass, you can be confident that your email campaigns are compliant with GDPR regulations. InvestGlass is the perfect tool for any business that wants to send targeted, personalised email campaigns to their customers. Thanks to the powerful InvestGlass platform, you can create sophisticated marketing campaigns that reach your customers where they are most active – their inbox. So why wait? Sign up for InvestGlass today and start sending hyper-personalised email campaigns that get results!

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Start a free trial of the Swiss #1 service solution.

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