{"id":29681,"date":"2021-05-29T09:01:29","date_gmt":"2021-05-29T07:01:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29681"},"modified":"2025-03-21T05:17:41","modified_gmt":"2025-03-21T04:17:41","slug":"5-adimda-crmnizi-harici-varlik-yoneticileri-icin-basariyla-kurun","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","title":{"rendered":"5 Ad\u0131mda CRM'inizi D\u0131\u015f Varl\u0131k Y\u00f6neticileri i\u00e7in Ba\u015far\u0131yla Kurun"},"content":{"rendered":"

Etkili bir M\u00fc\u015fteri \u0130li\u015fkileri Y\u00f6netimi (CRM) sistemi uygulamak, pazarlama b\u00fct\u00e7elerini optimize etmeyi ve m\u00fc\u015fteri ili\u015fkilerini geli\u015ftirmeyi ama\u00e7layan harici varl\u0131k y\u00f6netimi firmalar\u0131 i\u00e7in \u00e7ok \u00f6nemlidir. CRM sistemlerine yat\u0131r\u0131m yapan \u015firketler \u00f6nemli bir yat\u0131r\u0131m getirisi (ROI) bekleyebilirler; ara\u015ft\u0131rmalar harcanan her dolar i\u00e7in ortalama $8.71 ROI oldu\u011funu g\u00f6stermektedir.<\/p>\n\n\n\n

Ayr\u0131ca, CRM sistemlerini kullanan i\u015fletmeler Sat\u0131\u015f verimlili\u011finde 29% art\u0131\u015f ve sat\u0131\u015f tahmin do\u011frulu\u011funda 42% iyile\u015fme<\/a>, Bu da CRM'in pazarlama kaynaklar\u0131n\u0131n stratejik olarak tahsis edilmesindeki kritik rol\u00fcn\u00fcn alt\u0131n\u0131 \u00e7izmektedir, Karar vericilerin 74%'si CRM sistemlerinin \u015funlar\u0131 sundu\u011funu bildirmi\u015ftir<\/a> m\u00fc\u015fteri verilerine daha iyi eri\u015fim sa\u011flayarak i\u015f verimlili\u011fini daha da art\u0131r\u0131r.<\/p>\n\n\n\n

Bunu yapmak i\u00e7in atman\u0131z\u0131 \u00f6nerdi\u011fimiz baz\u0131 temel ad\u0131mlar var:<\/p>\n\n\n\n

-Rakiplerinizin reklam b\u00fct\u00e7elerinin nereye gitti\u011fini anlay\u0131n<\/p>\n\n\n\n

-Hedef kitleniz i\u00e7in en iyi medya t\u00fcr\u00fcn\u00fcn hangisi oldu\u011funu bulun<\/p>\n\n\n\n

-Her kanalda ne kadar envanteriniz oldu\u011funu belirleyin<\/p>\n\n\n\n

1. CRM EAM nedir ve neden \u00f6nemsemelisiniz?<\/h2>\n\n\n\n

M\u00fc\u015fteri ili\u015fkileri y\u00f6netiminde (CRM) m\u00fc\u015fteri ya\u015fam d\u00f6ng\u00fcs\u00fc, bir m\u00fc\u015fterinin bir \u00fcr\u00fcn veya hizmeti d\u00fc\u015f\u00fcn\u00fcrken, sat\u0131n al\u0131rken, kullan\u0131rken ve sadakatini s\u00fcrd\u00fcr\u00fcrken ge\u00e7ti\u011fi a\u015famalar\u0131 tan\u0131mlar. Ama\u00e7, m\u00fc\u015fterinin \u00fcr\u00fcn\u00fcn\u00fcz veya hizmetinizle harika bir deneyim ya\u015famas\u0131n\u0131 sa\u011flamak ve daha sonra m\u00fc\u015fteriye neden \u00fcr\u00fcn veya hizmetinize ba\u011fl\u0131 kalmas\u0131n\u0131n daha iyi olaca\u011f\u0131n\u0131 g\u00f6stermektir. pazarlama<\/a> e-posta gibi itin, ama en \u00f6nemlisi uygunluk en iyi arkada\u015f\u0131n\u0131z oldu\u011fu i\u00e7in!<\/p>\n\n\n\n

Evet, iyi bir CRM sekt\u00f6rde hayatta kalman\u0131za yard\u0131mc\u0131 olacakt\u0131r. FinSA ve MIFID<\/a> Yapay zeka sayesinde do\u011fru bilgiyi do\u011fru zamanda sunan hiper uyumluluk d\u00fcnyas\u0131. CRM ayn\u0131 zamanda KYC'lerini g\u00fcncellemek i\u00e7in m\u00fc\u015fterilerinizle i\u015fbirli\u011fi yapman\u0131n da do\u011fru yoludur. KYC veya M\u00fc\u015fterinizi Tan\u0131y\u0131n veri toplama. InvestGlass, \u0130svi\u00e7re bulut tabanl\u0131 bir platform arac\u0131l\u0131\u011f\u0131yla uyumluluk g\u00f6revlerinizi h\u0131zland\u0131rmak i\u00e7in ihtiya\u00e7 duydu\u011funuz t\u00fcm destek ve analizleri sunar.<\/p>\n\n\n

\n
\"telefona<\/figure>\n<\/div>\n\n\n

2. Varl\u0131k y\u00f6netimi i\u00e7in CRM nas\u0131l uygulan\u0131r?<\/h2>\n\n\n\n

Kurulumun bir performans olarak de\u011ferlendirildi\u011fi bir CRM olu\u015fturduk. Platform \u0130svi\u00e7re'de geli\u015ftirilmi\u015ftir ve ekibiniz i\u00e7in kullan\u0131m\u0131 kolayd\u0131r. Dan\u0131\u015fmanlar veya sat\u0131\u015flar, ilk teklif talebini olu\u015fturmak i\u00e7in kampanyan\u0131n bir par\u00e7as\u0131 olmal\u0131d\u0131r. B\u00fcy\u00fck servet y\u00f6neticileri, ihtiya\u00e7 duyulan minimum uyumluluk seviyesini belirlemek i\u00e7in eninde sonunda dan\u0131\u015fmanlar\u0131 i\u015fe alacaklard\u0131r. Dan\u0131\u015fman mevcut \u00e7\u00f6z\u00fcmlerinizi inceleyecek ve firman\u0131z\u0131n ihtiya\u00e7 duydu\u011fu \u00e7\u00f6z\u00fcm\u00fc bulman\u0131za yard\u0131mc\u0131 olacakt\u0131r.<\/p>\n\n\n\n

3. CRM'in d\u0131\u015f varl\u0131k y\u00f6netimi i\u00e7in faydalar\u0131<\/h2>\n\n\n\n

Marka fark\u0131ndal\u0131\u011f\u0131 yarat\u0131n. Yeni m\u00fc\u015fteriler edinmenin ilk ad\u0131m\u0131 onlar\u0131 i\u015fletmenizle tan\u0131\u015ft\u0131rmakt\u0131r.<\/p>\n\n\n\n

Potansiyel m\u00fc\u015fteri edinin.<\/p>\n\n\n\n

Potansiyel m\u00fc\u015fterileri m\u00fc\u015fteriye d\u00f6n\u00fc\u015ft\u00fcr\u00fcn.<\/p>\n\n\n\n

\u00dcst\u00fcn m\u00fc\u015fteri hizmeti sa\u011flay\u0131n.<\/p>\n\n\n\n

M\u00fc\u015fterinizin ailesinin veya arkada\u015flar\u0131n\u0131n geri kalan\u0131na hizmetimizi anlatmak anlam\u0131na gelen \u00fcst sat\u0131\u015flar\u0131 te\u015fvik edin.<\/p>\n\n\n\n

Aramalar, e-postalar, SMS, WhatsApp veya yat\u0131r\u0131mc\u0131 platformu i\u015f \u00f6nceliklerinizi de\u011fi\u015ftirebilece\u011finden, m\u00fc\u015fterilerinizle olan ili\u015fkiniz de oyunun kurallar\u0131n\u0131 de\u011fi\u015ftirebilir. Yat\u0131r\u0131mc\u0131lar\u0131n varl\u0131klar\u0131n\u0131n g\u00f6r\u00fcn\u00fcrl\u00fc\u011f\u00fcn\u00fc m\u00fckemmel bir \u015fekilde kar\u015f\u0131lamak i\u00e7in onlar\u0131n beklentilerini anlamal\u0131s\u0131n\u0131z.<\/p>\n\n\n\n

4. CRM harici varl\u0131k y\u00f6netiminin uygulanmas\u0131nda s\u0131k kar\u015f\u0131la\u015f\u0131lan tuzaklar<\/h2>\n\n\n\n

Yaz\u0131l\u0131m y\u00fckledi\u011finizde her zaman baz\u0131 tuzaklar vard\u0131r. CRM harici varl\u0131k y\u00f6netiminin uygulanmas\u0131ndaki yayg\u0131n tuzaklar \u015funlard\u0131r:<\/p>\n\n\n\n

- De\u011fer \u00f6nerisi: M\u00fc\u015fterinin yapt\u0131\u011f\u0131 yat\u0131r\u0131m kar\u015f\u0131l\u0131\u011f\u0131nda ne alaca\u011f\u0131 net de\u011fil.<\/p>\n\n\n\n

- \u015eirket, kurulumdan sonra ayl\u0131k \u00fccretlerle \u015fa\u015f\u0131rabilecek m\u00fc\u015fterilere devam eden y\u00f6netim maliyetlerini ve \u00fccretlerini yetersiz bir \u015fekilde iletmektedir.<\/p>\n\n\n\n

- CRM harici varl\u0131k y\u00f6netimi, faydalar\u0131n\u0131 en \u00fcst d\u00fczeye \u00e7\u0131karmak i\u00e7in dahili personelin s\u00fcrekli e\u011fitimini gerektiren karma\u015f\u0131k bir \u00e7\u00f6z\u00fcmd\u00fcr<\/p>\n\n\n\n

Video, web sitesi yard\u0131m masas\u0131 ve pdf belgeleri gibi farkl\u0131 desteklerle sat\u0131\u015f, dan\u0131\u015fman, yat\u0131r\u0131m ve uyum ekiplerinize rehberlik eden m\u00fckemmel bir yol g\u00f6sterici bulabilirsiniz. Bunlar\u0131 ger\u00e7ekle\u015ftirmek i\u00e7in s\u0131k\u0131c\u0131 g\u00f6revleri otomatikle\u015ftirmelisiniz.<\/p>\n\n\n\n

5. CRM d\u0131\u015f varl\u0131k y\u00f6netiminin ba\u015far\u0131l\u0131 bir \u015fekilde uygulanmas\u0131 ve m\u00fc\u015fteri verilerinin y\u00f6netilmesi i\u00e7in ipu\u00e7lar\u0131<\/h2>\n\n\n\n

\u0130ki t\u00fcr zihniyetle kar\u015f\u0131la\u015ft\u0131k: Birincisi herkese CRM eri\u015fimi vermek, di\u011feri ise t\u00fcm i\u015f arkada\u015flar\u0131n\u0131za eri\u015fim vermeden \u00f6nce platformun ger\u00e7ekten kurulmas\u0131n\u0131 beklemek.<\/p>\n\n\n\n

\u00c7al\u0131\u015fma arkada\u015flar\u0131n\u0131z\u0131n araca olan ilgisini art\u0131rmak kesinlikle uygulama ba\u015far\u0131s\u0131n\u0131n en \u00f6nemli par\u00e7alar\u0131ndan biridir. M\u00fcmk\u00fcn olan en k\u0131sa s\u00fcrede m\u00fc\u015fterinizin verilerini platforma aktarman\u0131z gerekir. <\/p>\n\n\n\n

Ekibiniz al\u0131\u015fk\u0131n olduklar\u0131 ara\u00e7lar\u0131 an\u0131nda bulmal\u0131d\u0131r. Baz\u0131lar\u0131 \u00f6nceki hayatlar\u0131nda salesforce veya Microsoft dynamics kullan\u0131yor olabilir ve \u015fimdi son bir de\u011fi\u015fikli\u011fin zaman\u0131 geldi.<\/p>\n\n\n\n

M\u00fc\u015fterileri platformdan y\u00f6netmek \u00f6nemlidir, ancak i\u015f arkada\u015flar\u0131n\u0131z\u0131n beklentilerini ve tur i\u00e7indeki i\u015fbirli\u011fini y\u00f6netmek de \u00f6nemlidir, bu da g\u00fcnl\u00fck al\u0131\u015fkanl\u0131klar\u0131n\u0131 d\u00f6n\u00fc\u015ft\u00fcrebilir. \u0130leti\u015fim raporu notlar\u0131 ve rol belirleme bu al\u0131\u015fkanl\u0131\u011f\u0131n temel unsurlar\u0131d\u0131r.<\/p>\n\n\n\n

Piyasa sayfas\u0131ndan, varl\u0131k y\u00f6neticileriniz varl\u0131klar\u0131 ve fonlar\u0131 g\u00f6rselle\u015ftirebilir, verileriyle filtreleyebilir ve ard\u0131ndan markal\u0131 bir PDF yay\u0131nlayabilir. Firman\u0131z 5 dakikadan daha k\u0131sa bir s\u00fcrede performans tablolar\u0131 \u00fcretebilir ve payla\u015fabilir. Bu k\u00fc\u00e7\u00fck i\u00e7erik yay\u0131nc\u0131lar\u0131 hemen g\u00fcven yarat\u0131yor.<\/p>\n\n\n

\n
\"atletizm<\/figure>\n<\/div>\n\n\n

6. Modern EAM'nin pazarlama kampanyalar\u0131 ve dinamik varl\u0131k y\u00f6neticilerini \u00e7ekmek i\u00e7in neye ihtiyac\u0131 var?<\/h2>\n\n\n\n

Dinamik varl\u0131k y\u00f6neticilerini \u00e7ekmek i\u00e7in pazarlama ara\u00e7lar\u0131, da\u011f\u0131t\u0131m platformlar\u0131 ve modern \u00e7\u00f6z\u00fcmler kullanman\u0131z gerekir. yapay zeka<\/a>. Bir g\u00fcn i\u015finizi bir \u015firkete d\u00f6n\u00fc\u015ft\u00fcrebilecek bir platform kullanmal\u0131s\u0131n\u0131z. neobank<\/a> veya robo dan\u0131\u015fman\u0131<\/a>!<\/p>\n\n\n\n

Platform \u00e7ok kolay bir \u015fekilde format de\u011fi\u015ftirebilir, al\u0131m taraf\u0131nda m\u0131 yoksa sat\u0131\u015f taraf\u0131nda m\u0131 olursunuz? Daha fazla harici varl\u0131k y\u00f6neticisinin tam te\u015fekk\u00fcll\u00fc varl\u0131k y\u00f6neticisi haline geldi\u011fini g\u00f6r\u00fcyoruz. Bu e\u011filim, kendi modellerini ve fonlar\u0131n\u0131 olu\u015fturduklar\u0131 anlam\u0131na geliyor. Bu sayede CRM i\u00e7g\u00f6r\u00fcleri ve eksiksiz bir yat\u0131r\u0131mc\u0131y\u0131 toplarlar<\/a> bak.<\/p>\n\n\n\n

Da\u011f\u0131t\u0131m platformlar\u0131ndan m\u00fc\u015fterileriniz markal\u0131 web sitesine eri\u015fecektir. Bu web sitesinde video, ekip foto\u011fraflar\u0131n\u0131z, do\u011frudan sat\u0131\u015f m\u00fcd\u00fcr\u00fc takvimi, finansal ara\u015ft\u0131rma ve m\u00fc\u015fterinizin hesap bilgileri gibi kendi \u00f6zelliklerinizi bulacaks\u0131n\u0131z. Bu, platform bilgilerine istedikleri zaman eri\u015febildikleri i\u00e7in m\u00fc\u015fteri sadakatinizi ve g\u00fcveninizi art\u0131racakt\u0131r. \u00dc\u00e7\u00fcnc\u00fc taraf \u00e7erezler de m\u00fc\u015fterilerinizin ziyaretlerini takip edebilir.<\/p>\n\n\n\n

Son olarak, bu platform ile m\u00fc\u015fterileriniz g\u00fcvenli bir 2 ad\u0131ml\u0131 imza \u00e7\u00f6z\u00fcm\u00fc ile yat\u0131r\u0131m taleplerini kabul veya reddedebilecekler. Dijital imza, dijital onboarding ve dijital bankac\u0131l\u0131k<\/a> sizinle birlikte yorum yapmaktan memnuniyet duyaca\u011f\u0131m\u0131z konulard\u0131r!<\/p>\n\n\n

\n
\"siyah<\/figure>\n<\/div>\n\n\n

Son d\u00fczenlemelerle birlikte, faaliyet g\u00f6r\u00fcn\u00fcrl\u00fckleri ilgili sahipler taraf\u0131ndan imzalanmal\u0131d\u0131r. M\u00fc\u015fterilere ve sat\u0131\u015flara bir web sitesi ile i\u015fbirli\u011fi yapma olana\u011f\u0131 sunmak art\u0131k bir zorunluluktur. M\u00fc\u015fteri, varl\u0131k tercihlerine g\u00f6re pazar sayfas\u0131nda arama yapabilir. Bu filtreleme sistemi, EAM'nizin uzun vadeli ili\u015fkilere ula\u015fmas\u0131 i\u00e7in m\u00fckemmel bir kombinasyondur.<\/p>\n\n\n\n

InvestGlass CRM tek kay\u0131t eri\u015fimi ile kullan\u0131c\u0131lar\u0131n bir i\u015f seyahati i\u00e7in ofisten ayr\u0131ld\u0131klar\u0131nda m\u00fc\u015fteri verilerine eri\u015fimini k\u0131s\u0131tlamak i\u00e7in seyahat talebi modunuzu ayarlayabilirsiniz. Yaln\u0131zca i\u00e7erik tabanl\u0131 s\u0131n\u0131r \u00f6tesi kriterleri g\u00f6receklerdir. CRM'in bu k\u0131sm\u0131 ileri d\u00fczey kullan\u0131c\u0131lar i\u00e7indir, ancak bir kez ustala\u015ft\u0131\u011f\u0131n\u0131zda i\u015fletmenizi modern bir \u00e7ok aileli ofis g\u00fc\u00e7 merkezine d\u00f6n\u00fc\u015ft\u00fcrecektir.<\/p>\n\n\n\n

Hong Kong'dan Panama'ya, Londra, Paris ve \u0130svi\u00e7re'de g\u00fc\u00e7l\u00fc bir konuma sahip olan InvestGlass ile EAM ekibinizin i\u015fbirli\u011fini ve m\u00fc\u015fteri memnuniyetini art\u0131rmak i\u00e7in eksiksiz ve g\u00fcvenli bir \u00e7\u00f6z\u00fcm bulaca\u011f\u0131n\u0131zdan eminiz.<\/p>","protected":false},"excerpt":{"rendered":"

Implementing an effective Customer Relationship Management (CRM) system is crucial for external asset management firms aiming to optimize marketing budgets and enhance client relationships.\u00a0Companies that invest in CRM systems can expect a substantial return on investment (ROI), with studies indicating an average ROI of $8.71 for every dollar spent. Moreover, businesses utilizing CRM systems have […]<\/p>\n","protected":false},"author":1,"featured_media":29682,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[416],"class_list":["post-29681","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-asset-managers"],"yoast_head":"\nSetup your CRM for External Asset Managers<\/title>\n<meta name=\"description\" content=\"5 Step to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/tr\/5-adimda-crmnizi-harici-varlik-yoneticileri-icin-basariyla-kurun\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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