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Choose Efficient Web-Based CRM

07:30AM Apr 01, 2009 in category Tip of the Day by AdvisorMax

While I think web-based CRM systems make sense for some advisors, I'm not currently a big fan of web-based document storage because of the amount of time it takes to open a file. --Joanne Day

In general, while I think web-based CRM systems make sense for some advisors, I'm not currently a big fan of web-based document storage because of the amount of time it takes to open a file (think of trying to open a client’s tax return over the Internet and waiting for it to load). I suspect the speed issue will improve over time.  There also tends to be an increasing “fixed” cost for a web-based system as your storage increases.

-Joanne Day in AdvisorMax discussion "Beyond Outlook: CRM software to Improve Client Relationships"

Comments[11]

Comments:

AdviceAmerica has a CRM system, ClientVision, that is web-based, but operates completely through Outlook. You don't have to give up Outlook for all your day to days tasks, but you can store all your detailed client financial data and documents online. If you have a high-bandwidth connection, document access times are rarely an issue for any web-based system. Hosted CRM applications are a big advantage for small-office advisors who don't want to mess with managing sophisticated software and/or servers. See a brief ClientVision video here .

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