为什么crm软件对财务顾问有利？
crm software is beneficial for financial advisors as it allows them to execute their operations without much hindrance in the process. listed below are some of the benefits of crm for financial advisors: 1) consolidate all your data so it is centralized and accessible 2) maintain and sync your scheduling 3) automate routine processes to increase productivity 4) track communications and capture essential data about your advisory’s relationships with clients 5) consistently improve your advisory’s sales methods and results 6) provide a better user experience from lead generation to client retention
crm是组织用于管理和评估客户数据以及在客户的生命周期中进行互动的策略和做法的组合。主要目标是提高客户服务关系，增强客户保留和驾驶销售增长。