Posted on January 13, 2020 By PROFTIT

What are the 5 things an optimal Financial CRM has? 

When choosing a CRM you need to make sure you are making the right decision.

 We have compiled a list of the five most important features your CRM must have in order for you to succeed. 

1.Be updated in real-time

I order to stay on top of all that is going on, you need to a system that pushes notifications to the salesperson, alerting on tasks and their urgency. A system that will help you manage tasks, schedule calls, track events and manage interactions.

2. Reward your leading salesperson

In order to know who achieved and how much they achieved, you need an Achievement Center that helps you stay on top of your team’s performance and achievements in one place, providing you with the transparency needed and raises motivation within your team, therefore increases revenue.  

3.Know your analytics

The CRM must provide you with custom reports that are delivered directly to your and your teams’ inbox. A User-friendly “pivot style” reporting system that saves you time and provides you with the relevant information and stats for better decisions. Knowing your analytics, allows you to stay on top of business.

4.Gain exposure 

In order to drive traffic to your site and platforms, you need a wide range of marketing tools for higher quality and sales-ready leads. You need to be able to track internal and external campaigns from pixel tracking to post-back and more. Increase your ROI with accurate and effective messaging. 

5.Stay in control

Don’t let others control your business. You need an all in one system that allows you to be in control over all that is happening in your business, with minimum need for external support. Manage your permissions, your brand, your accounts and your payments in one place.  

Proftit enhances all of these qualities, which turns it into the ultimate CRM for Financial Services. With Proftit you can be sure that your business will increase profits.

Analyse – Optimize – Automate