Choose the Right CRM Software
The most important thing is that whatever you use, use it consistently. Learn what your software can do. --Jan Jasper
Only you can select the appropriate product for your new business, and choosing that product should take some time. Research what you want and what you need. When you have an idea in mind, you’re less susceptible to unnecessary bells, whistles and slick marketing campaigns, says Jan Jasper, a productivity expert in the New York City area. Don’t forget: You’re part of the solution. In other words, if you don’t bother to learn your product, or train your staff to use it, it won’t work. "The most important thing is that whatever you use, use it consistently," Jasper said. "Learn what your software can do."
Client Relationship Management (CRM) Software: Obviously, without your clients, you don’t have a business. As your clients are your number-one reason for existence, why leave the maintenance of that relationship to chance? CRM is good as it forces you to stay on top of your clients’ needs by reminding you about meetings, birthdays and your clients’ idiosyncrasies. It also helps you track the dates you send out forms, and when you make follow-up phone calls. Popular choices are ACT!, Advisors Assistant and EZ Data.
-Jan Jasper, a productivity expert in the New York City area, in Tech Checklist for New Planners
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