Comparing CRM platforms for financial advisors in 2021

Key quotes:

• "CRM tools enable businesses to generate leads, follow up on prospects, and manage customer interactions in a way that allows sales teams to focus on what they do best."
• "The right CRM tools will also allow customer service agents to manage interactions across social media platforms from a single dashboard."
• "Factors to Consider when Choosing a CRM Tool When selecting a CRM tool, it is important to know what specific issues your business needs to solve before purchasing any technology."
• "There are CRM solutions that focus on a handful of services and then there are CRM software platforms that encompass all sales and marketing related activities."
• "Companies with experienced IT staff may find the fixed pricing and higher level of control for on-premises products more appropriate for their organization compared to the cost fluctuations of cloud options, which base their pricing on the number of users and usage patterns over time."

Transcript: Managing data is the salesperson's curse but salesflare can lift it this intelligent sales crm allows you to focus on customers instead of data you get started in just a few clicks and immediately see the magic happen your address book automatically fills as salesflare gathers contact and company info from email signatures social profiles and more so you save time entering data your meetings and phone calls are automatically logged so you save time reporting actions and even the files you exchange with customers are automatically organized so you save time finding them that's a lot of time saved and this is just the beginning with salesflare you readily stay on top of opportunities because you see all opportunities in one smart overview you get notified when and how customers digitally engage with you and you get an automatic to-do list of which ones require action today just follow salesflare's lead to make more sales and check the dashboard to see how well you're doing salesflare easily integrates with your mailbox bringing all valuable customer information right at your fingertips supported by hundreds of other apps such as mailchimp slack and trello it's simple to set up yourself and... See more →

Transcript: Hey, I'm Brian, adigital marketer at Principal. In this video, I want to focuson six technologies advisors should considerfor their practice. Think about your technology as acollection of software, or stack of digital solutions to help you manage your business and market to your clients. Each layered technologysolution powers others. You typically want to start witha solid foundation, and grow, or stack, more technologyapplications when needed. Keep in mind, every situationwill look different based on your firmand your business goals. First up, customer relationshipmanagement software, or CRM for short. This helps you keep track ofleads, prospects, and clients. Think of it like aRolodex on steroids. You can add indetailed information like birthdays and next steps. And it helps ensure thateveryone at your practice has access tothe same information. CRM is typically the foundationof your technology stack, and it makes client data accessible to other solutions, like your website, and helps keep information updated. Next, investing in aprofessional website. Think of this as your digitalfront door to your business. It's often thefirst impression and a hub for yourmarketing efforts. Your websiteshould be informative, but it should also encourage visitors to take action. For example, ask visitorsto sign up for a meeting... See more →

Transcript: In today's video we present five amazing crm software for small business everyone wants to grow their small business but getting more customers scaling operations and building your bottom line all require investment in just the right areas crm software customer relationship management software helps businesses track and manage customer interactions in a single system of record a crm will record interactions between a business its prospects and its existing customers it will also ease those interactions by placing all relevant customer data including contact information history and transaction summaries into a concise live record with an estimated global market value of over 40 billion dollars in 2018 crm technology is widely cited as the fastest growing enterprise software category which largely encompasses the broader software as a service says market crm software is most commonly implemented in sales departments to act as the central hub for salesforce automation including contact account and opportunity management that's why crm is so important for small businesses having an all-in-one crm system gives you visibility of the customer from every angle so you can focus resources in the smartest way possible when it comes to picking the right crm for small businesses the... See more →

Key quotes:

• "Until I looked into the various tools and took a considerable amount of time to test different coaching tools and platforms, I had not even imagined the possibilities! For example, you get a place where you share your coaching content (training videos, worksheets) with clients as well as tools for invoicing."
• "The best platforms don’t need to provide everything but integrate with other providers you use (in plain English: play well with other tools you have already come to use and love)."
• "Payment processors like Square have come a long way to help with invoicing and even scheduling appointments, but then all my client records still live in separate places."
• "If you are using a coaching tool provider who integrates with these payment processors, you’re all set."
• "If your coaching tool provider offers their own payment processing solution, you want to look for PCI compliance as it is mandatory for you to ensure it through your chosen partners."

Key quotes:

• "A new competitor that is not depicted here is the multifunctional platform Notion, which we thought could be eventually used as a complement to the other tools or on its own for smaller businesses."
• "More in detail, it supports staying connected with people by organizing meetings, automating reminders for calls and follow-up emails, and combining social media platforms."
• "It supports contact management, facilitates the division and monitoring of tasks, tracks interactions with people on other social media channels like Facebook or mediums such as email."
• "The makers of Notion have extended the application to other fields such as general planning of individuals and teams, marketing, sales, data collection… Or I should actually say, the users themselves have extended the product, by creating templates that can be shared and found in a large number on websites such as the notion template gallery (Notion Template Gallery)."
• "The other software tools also have apps but are rated at lower levels due to limited actions one can execute."

Transcript: Hey there guys my name is marcus and in this video i'm going to present the best crm software for e-commerce i'm someone who was working with e-commerce store for like about four months to set up all the processes and i think that having automations effective processes and systems is the best thing you can do for your business i'm going to show you the crm softwares uh in which you can combine it with help desk with invoicing and other things like you will enjoy this i really believe that this video will give you value so without further ado let's start the first one i prepared for you is a zoho so maybe you heard about it offers zoho one plan details and what does it mean is that in zoho one you can have whole ecosystems all crm with marketing with support productivity finance hr and business processes and why is it really good let me explain so let's say here that you are going to get order right you are going to get an order uh then you will automatically add to crm the client then by automation you're gonna send him through zoho send... See more →

Key quotes:

• "This coaching software review takes a look at platforms that help you master most of that single-handedly."
• "For example, you get a place where you share your coaching content (training videos, worksheets) with clients as well as tools for invoicing."
• "Payment processors like Square have come a long way to help with invoicing and even scheduling appointments, but then all my client records still live in separate places."
• "If you are using a coaching tool provider who integrates with these payment processors, you’re all set."
• "If your coaching tool provider offers their own payment processing solution, you want to look for PCI compliance as it is mandatory for you to ensure it through your chosen partners."
• "I currently have two tools in place: my coaching platform for client data and Hubspot CRM (free) for all contacts along with the sales and marketing funnel."

Key quotes:

• "Knowing that many sales and marketing professionals use HubSpot CRM, we decided to create a roundup of integrations that we highly recommend."
• "It has all tools and integrations to increase leads, accelerate sales, streamline customer service, or build powerful websites."
• "Its HubSpot integration helps marketers launch focused digital ad campaigns that leverage the customer relationship management data in the HubSpot CRM."
• "The integrations below help you unify your sales and marketing team, and send campaigns tailored to your prospects — a win-win for your teams and customers! A perfect solution for small businesses and mid-market, the Mailchimp-HubSpot integration helps you keep up with your leads."
• "It integrates with a number of platforms including email systems, marketing automation platforms, CRMs, and sales engagement platforms."
• "The integration helps you sync Zoom with HubSpot meetings to add dial-in and conference details to your CRM prospects automatically."

Transcript: Today starting a company has never been easier but growing a company has never been harder the problem is that short-sighted tactics that used to work things like forcing deals sending spam and growing at the expense of your customers doesn't work in a world where customers know they have options today word-of-mouth is more important than ever if your customers are happy they stay longer and her further friends but if not they leave and tell the world this means if you want to grow you need to invest in creating a great experience we call this growing better and we built HubSpot to help you do just that HubSpot growth platform helps you build a flywheel for growth with everything you need to market sell and service your customers the right way all in one place with marketing hub you can attract more the right people by creating and sharing useful content running tailored ad campaigns and engaging with leads through personalized messages sales hub gives your sales team everything they need to sell in a more personalized and relevant way that's better in more efficient not just through your sales reps but your customers too and service... See more →