A robust client relationship manager (CRM) is essential to harness data for effective prospect and client communications. Recording every contact interaction facilitates prompt responses to customer questions and client queries. In successful firms, the mantra is, “If it is not in the contact manager, then it didn’t happen.”
Immediate client response is achievable when the CRM has a “fuzzy search” feature that does not require exact search words. With fuzzy search capability, text and numerical searches return records with any part of the search entry. For example, in ProTracker Advantage, a search for “j mac” instantly retrieves the record for “Joseph Mack.”
With the announced retirement of Junxure CRM, ProTracker Advantage can fill the rapid contact search void. For more information about migrating your current CRM to ProTracker Advantage, click on https://www.protracker.com.
Click on https://www.protrackerRMD.com to request an online meeting to see a demo of our required minimum distribution (RMD) calculator and tracking system within ProTracker Advantage.