4 ways Using a CRM Can Improve Your Reputation

We're all human...we all make resolutions (New Year's or not) to become more organized and more efficient in our daily lives. And...we usually break those resolutions and are right back where we started within a month. Well, you can relax - because this is how you're going to "get out of the weeds" of managing your business and focus on growing it.

The solution to your resolution (see what we did there?) is CRMs.  We love CRMs.  Customer Relationship Management software has been around since the 1980s, but it’s only in the past several years that it has really hit its stride.  Take a few minutes to see how CRMs can improve your efficiency…and your business.

1. Tasks and Notes

These are our favorite tools that CRMs offer and the ones we use most often.

Don’t want to forget to send us your list for holiday cards?  Set a task with a reminder.  Tasks will help you remember meetings, follow-ups, to have us send a thank you card, etc.  They are set for specific dates, have reminders, and can even be recurring.

Did an advisor mention that a vacation to Hawaii?  Add a note so you can mention it the next time you speak. Notes are perfect for remembering personal details and past conversations.  A good rule of thumb: if it isn’t in your CRM, it never happened. 

2. Integrations

Integrations are our second favorite tool. 

Every CRM is different (we are LOVING Hubspot right now!), but the best ones integrate with popular programs such as Outlook, GoogleApps, MailChimp & other email platforms. Integrations with programs like Outlook make tracking conversations even easier; you simply blind copy your CRM email (if it doesn’t do it automatically) and a copy of the email is stored with the client’s contact information.  This will help you skim through past conversations quickly and allow you to clear up your inbox.  Mailchimp, on the other hand, is one of many email platforms that allow you to send emails to all - or segments of - your client database.  While not ideal as a main source of communication, these email platforms are perfect for getting the word out about a new product or upcoming meeting quickly and efficiently.  You can then follow up individually – and of course, track responses through your CRM.

3. Sales Tracking & Metrics

Being in the financial industry means sales is a top priority.  CRM’s allow you to track sales in several ways.  You can set categories to contact such as prospect and client.  You can create sales opportunities and link them to specific contacts or organizations – then track each step through the pipeline.  Reporting is the final step.  You can run reports on the sales you closed, what’s still in the pipeline, etc.

CRMs actually can increase your sales up to 29%!

4. Multi-user

This aspect of CRMs is the simplest to take advantage of.  Do you have an internal, secretary or scheduler who needs to be kept in the loop?  Multiple users can access the same account so several people can be updating contacts, creating tasks and making notes.  Each action is typically labeled by user, so you can see that your internal sent "advisor A" an email yesterday and your scheduler set up a conference call with them for tomorrow.


When used consistently, CRMs will allow you to better organize your world.  Each tool will contribute to a streamlined, efficient work day.  Not to mention, you’ll earn a reputation as someone who is dialed in to their contacts and has a personal connection to each and every one. 

And once you add in our seamless marketing platforms…your business will be practically running itself.