Today’s digital marketing and marketing technology landscape calls for systems that help simplify the sales process and fine-tune the sales funnel. This is where Customer Relationship Management or CRM comes in. A CRM system helps businesses increase profitability by managing customer and prospect information and data from different integrated platforms. It provides comprehensive analytics and reporting to improve potential sales deals, marketing campaigns, and account updates.
In this infographic, we will be looking at two popular CRMs – Infusionsoft by Keap and Salesforce. While many think that these two are interchangeable both CRM systems are actually very different based on who they serve and what they offer. Know which among these two popular software is the best CRM for financial advisors.
You can also read about this in this blog post.
Not sure what to get? Peregrine Consulting can help. Our team of industry professionals can assist you in choosing the best CRM software that fits your needs. We can help you with the set-up, installation, integration, and migration. Contact us and a Peregrine consultant will reach you in no time.