Blog Entries Archive - Page 5 of 86 - Maximizer CRM

Catch and keep prospects

BY Alison Smith - Head of Marketing EMEA
August 31, 2017

Catch and keep prospectsGrowing competition has forced businesses to become more and more creative in their attempts to capture the imagination of the buying audience. As imaginative as sales tactics are, they have revolved around one very simple principle: a strong promotional sales message with the aim of a prospect talking to a salesperson leading to a purchase.

Yet in recent times, the sales model has undergone a radical change. Customers have access to multiple sources of information to conduct their own research before they buy, rather than the traditional route of seeking advice from a brand’s sales team.

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Avoid Bankruptcy With Business Debt Settlement Experts

BY Trudy Seeger - Guest Blogger
August 29, 2017

Avoid Bankruptcy With Business Debt Settlement ExpertsBankruptcy: the nightmare that every business owner fears. If you do not have an effective debt management strategy or plan for your company, you are vulnerable to the threats of insolvency. It is crucial for you to ensure that you take the appropriate steps and measures to avert bankruptcy and never allow your business to stray onto that path. Large organizations have departments and trained staff that deal with business debt management. However, small to medium scale businesses often lack the experience and skilled manpower to manage their cash flow. Most of the time, the owners of the firm are not financial experts themselves and can make hasty decisions, which can be detrimental to the financial health of the business.

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Map Your Customer Journey to Increase Lead Conversion

BY Tom Jager - Guest Blogger
August 22, 2017

Map Your Customer Journey to Increase Lead ConversionIncreasing the number of conversions requires increasing the quality of interactions between the customers and the business. This is a simple law that works perfectly in modern online business. To ensure the law is followed, businesses try their best to provide a cohesive customer journey.

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Practical Applications of CRM During the Financial Advice Lifecycle

BY John Easton, Director of Wealth Management
August 16, 2017

Practical Applications of CRM During the Financial Advice Lifecycle

Most clients follow a fairly predictable life pattern, which informs the sort of financial advice & services you provide. They get an education, buy their first car and first home. They have children. They buy a bigger home and retire.

But your book of business is full of clients, and their spouses and children—all at different life stages. It's a logistical nightmare trying to keep track of everyone. Unless you acquire some technological assistance.  

That's why people buy a CRM like *ahem* Maximizer CRM for Financial Advisors. It automates a whole range of work processes, helping you meet your clients' changing needs. 

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Reasons why your support team needs their CRM User ID

BY John Easton, Director of Wealth Management
August 9, 2017

Reasons why your support team needs their CRM User ID

The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often facilitate, helping with record-keeping, ensuring compliance, and managing communications.  

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Do You Want To See Yourself In Print?

BY Alison Smith - Head of Marketing EMEA
August 8, 2017

Do you want to see yourself in print? Imagine increasing sales by 29%. Picture the ability to improve productivity. Visualise simplifying the necessary daily grunt tasks. Is this business Nirvana? Interestingly, all of those statements are the genuine benefits a company can experience when they implement a Customer Relationship Management solution (CRM). Better still, CRM isn’t a stand-alone option that brings automation and efficacy to just one part of a business. CRM can benefit every single department by uniting marketing, finance, sales, logistics and customer service. With all those proven advantages, the opportunity to write reams of positive articles on this subject are endless.

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Accelerate Your Business Growth

BY Alison Smith - Head of Marketing EMEA
August 3, 2017

15 day challengeWe're living in a device-saturated world. The multiplicity of technology and the accessibility of information is enabling busy customers to research prior to purchase. Prospects are now in a much stronger buying position, so the power has shifted from the company to the individual buyer. This has significantly changed the complexion of the customer journey.

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Why Alternative Lending Solutions Are Becoming Increasingly Popular With Small Business Owners

BY Isabella Rossellini - Guest Blogger
August 1, 2017

Alternative Lending Solutions Are Becoming Increasingly PopularAre you looking for funding for your small business? For a long time, your only choice would have been to obtain financing through traditional bank loans. This is, however, no longer the case. Nowadays, you will often find that obtaining business loans from alternative lenders is the best choice for your business. Here are a few reasons why.

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7 Steps That Will Help You Write Excellent Product Descriptions

BY Mary Walton - Guest Blogger
July 25, 2017

7 Steps That Will Help You Write Excellent Product DescriptionsYou would think that a good product description is just that: a description of the product that sells it, right? As a matter of fact, the process of writing a really effective description is more nuanced. Here's the 7 steps you should follow to get your products selling out.

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Marketing, CRM & GDPR – The Perfect Storm

BY Ian Moyse - Guest Blogger
July 18, 2017

Marketing, CRM & GDPR – The Perfect StormIn a recent survey, 92.3% said they maintain databases to host information on customers or prospects. With this in mind, GDPR is going to be a huge data nightmare and as you will read below, may lead to drastic steps! Getting data right in CRM has always been a challenge and ongoing investment. Getting it right now is going to be a compliance need.

The GDPR (General Data Protection Regulation), coming into enforcement in May 2018, has significant and far reaching implications for marketers and those responsible for CRM data. It will affect any organisation that collects and/or processes personally identifiably data of any EU citizen. The UK’s Brexit will NOT exempt UK businesses, as GDPR is already agreed and in place ready for enforcement in the UK.

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Advisor Technology: Why it’s Worth the Money

BY John Easton, Director of Wealth Management
July 12, 2017

Advisor Technology: Why it’s Worth the MoneyNot long ago, most advisors managed contacts with the rolodex. But computerization has revolutionized the industry. It continues to evolve rapidly today, with a new financial technology rolling off the production line almost every day. While it’s easy to see how all this change benefits investors, advisors stand to benefit too. Indeed, a recent study by Fidelity Investments shows that “eAdvisors” - those using twice as many technologies as their peers - have more high net worth clients and higher AUM.

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How Enterprise Businesses Can Benefit From A Live Chat

BY Jason Grills - Guest Blogger
July 11, 2017

How Enterprise Businesses Can Benefit From A Live ChatIn order to completely follow up on the customer’s journey, enterprise business organizations need to implement different tools that will allow them to engage their customers the right way. Consumers need to be engaged online in order to create entry points that will lead to a successful purchasing process.

Creating such a customer journey isn’t an easy task. It is important to know which tools to use and how to use them to empower your business and allow customers to take their purchase in their own hands.

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How to ace local SEO without spending big bucks

BY Kirk Sullivan - Guest Blogger
July 4, 2017

How to ace local SEO without spending big bucksLet us start this one with a few rounds of word association. What do the following words remind you of - Golden Gate Bridge, baguette, Big Ben? The answers are quite obvious aren’t they? This is how you should leverage your local SEO as well, giving your users something local to work with.

Adding local content to your website will help you become more visible for a local audience and get better ranks, by giving your users what they want.

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5 Strategies for Engaging Millennial Investors

BY John Easton, Director of Wealth Management
June 27, 2017

5 Strategies for Engaging Millennial Investors

A radically diverse, globalized and digitally connected generation, millennials are set to take the stage. They already make up almost half the US workforce and will soon hit peak earning potential. Over the next 30 years, they’ll inherit 30 trillion dollars from their baby boomer parents.

The growing clout of the millennial investor represents a huge challenge for financial advisors and companies, at risk of serious disruption. Research shows millennial investors are conservative with their money, don’t trust financial institutions, and are turning by the millions to robo-advisors — now a 55 to 60 billion dollar industry. According to a 2014 report by UBS, just 14 percent of surveyed millennials said they would consult a financial advisor on a major decision, as opposed to 40 percent of non-millennials.

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10 Best Customer Service Methods That Increase Sales

BY Chris Richardson - Guest Blogger

Best Customer Service Methods That Increase SalesCustomer service has recently become one of the most important parts of the consumer journey. Companies don’t only sell products, but also offer a comfortable buying experience to the purchasers, in an attempt to create a solid base of loyal consumers. It is now very easy to leave reviews and feedback about a brand through social platforms, so both negative and positive comments concerning customer service have a huge impact on sales.

Therefore, many companies are trying to improve their customer services, having in mind that the customer journey is evolving . In this article, we will present you the 10 best customer service methods that can increase sales.

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