7 ways to maximize the value of your CRM
Are your advisors capturing and effectively using the valuable data that can help you prove your CRM investment?
When you provide a CRM system that helps advisors maximize their efforts, you move from being an infrastructure gatekeeper to a strategic enabler of digital innovation. You get the analytics you need to help boost advisor productivity (and, as a result, championship from sales leadership), as well as address major data gaps in your CRM.
Check out this guide to find out how you can:
- Optimize CRM onboarding and training
- Make data capture easy
- Automate common advisor actions
- Allow advisors to capture data on-the-go
- And more!