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3 CRM Software Integrations Financial Advisors Should Consider

puzzle-16116_640.jpgEarlier this week, we discussed how CRM software integration isn't always the most important aspect of choosing a new CRM. However, they are worth consideration and to be "weighted" in order of importance.

It may feel like your team is doing everything they can to ensure prospects and clients are getting the attention they need and deserve, but somethimes things are slipping through the cracks. It’s nearly impossible to keep up with everything and as a result, responsibilities can often get delayed, delegated to the wrong people, or forgotten completely. If your "sometimes" slips are more like "normal" slips, it can start to cost your company big money.

Integrating your CRM with the right software can ease this issue by maintaining a holistic view of prospect and client interaction, engagement, and growth.

It can help your team increase efficiency so you can spend more time doing what you love and less time putting out fires, chasing down leads, or catering to unhappy clients.

When you’re considering integration with your CRM, these three factors are important to think about:  

Customer Service and Support.  Integrating your client service and support applications with your CRM will enable you to deliver a stellar client experience, quickly answer questions and resolve client issues. This integration will enable you to utilize service cases to better understand customer usage and issues, and, as a result, provide more effective resources, tools and solutions in much less time.

Integrate CRM with document management.  One of the most powerful ways to make your RIA CRM software more effective is to integrate it with document management software. If your business relies on CRM software to stay in touch with your clients and prospects, an integration with a DMS software can make your business more efficient. 

Here are just some of the benefits you can enjoy:

  • Increased productivity
  • Quick and efficient document discovery
  • Improved collaboration
  • Cut out the need for paper
  • Boosted customer service

Back Office Apps Integration.  Spend less time working on back office task and more time capturing leads! Follow suit of the most successful firms by setting up these integrations which allow you real-time views into billing, performance reporting, and the overall health of the business. When you integrate your back office applications it allows your CRM to become your key hub of technology. 

The true benefit of CRM integrations is that for routine users of CRM, it will feel like they are working with one seamless system, accessing not only notes, activity, and client information from within the CRM, but also any documentation related to that prospect or client job tasks they perform within the CRM. 

Both your tech-savvy and non-tech-savvy CRM users will love these integrations and their ability to simplify their daily workflow. Furthermore, your executive team will be thrilled with the positive client feedback, improved productivity and increased sales that will result from these integrations.

The important idea here is to not bite off more than you can chew. Choose the integrations that are more critical to improving your processes and don't worry about the rest.

For an in-depth view on how one Trumpet client integrated their CRM with a document management system, check out our infographic. They were able to save their employees nearly 6 hours per week in time spent searching for documents. Now that's ROI!

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Jo Day

Jo Day

Jo loves learning about interesting problems and how people are solving them. Jo is well known for connecting people and ideas and is a great catalyst (moo!) to change. Where some people see the world through rose colored glasses, Jo sees the world through processes. When Jo isn't hanging out with her family, Jo's favorite hobbies are being anywhere outdoors and coming up with new business ideas – just for fun!