Client Relationship Manager (CRM) Testimonies:

"Ed, I just wanted to share with you how much we enjoy utilizing the CRM tool. We have been doing email campaigns for our clients for two years, using various software solutions including everything from Word's email merge to one of those easy-to-use web solutions and even a custom-made PHP solution that was supposed to make our lives better. We have lived through the frustration with each and every campaign we've launched. But your CRM tool has really improved our productivity, from uploading lists, customizing our templates and especially bringing data from the list manager into our email messages, which was unbelievably simple. Using this application is an absolute delight and will make our job so much easier. We especially love the reporting, giving us real-time delivery and success reporting at our fingertips. You promised it would be this easy. We were a little skeptical, but you've won yourself a committed customer. THANKS!" (April 03, 2007)

"Although CRM tools are built to manage and track lead flow, it has been invaluable in managing/analyzing advertising and seminar campaign results. We also used ur CRM to monitor and analyze our web analytics. Our brokers use it as a web based client and prospect management tool. CRM allows us to systematically distribute leads electronically to our brokers via a set of pre-set rules. We can re-allocate leads and create reports to analyze the success of various campaigns and monitor the progress of our brokers. More closes means more leads. This allows us to evaluate the cost-effectiveness of different campaigns and lead sources. Unproductive campaigns are dropped and resources reallocated. We are also able to measure the effectiveness of different seminar presenters and seminar topics."

 

"Thru CRM we can send out email blasts on our various product offerings, upcoming seminars and our monthly e-newsletter. It is an invaluable tool which allows us to maintain contact with our growing database of prospects. We can cross-sell products to different leads sources and this optimizes our advertising spend and keeps our brand in front of our leads thus reinforcing our brand. This process allows us to constantly touch our leads that are not ready to buy. A non-aggressive, but constant information flow results in more sales on leads which would have otherwise been discarded or lost. We have opened many new accounts from leads which are over a year old. In this way we maintain the value of leads and cross sell them. Accounts are closed and updated with “sale closed and amount of deposit. CRM has been used most successfully in the rapid growth of our online divisions."