Today’s landscape of digital marketing and marketing technology 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 through managing customer and prospect information and data taken 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 CRM software for financial advisors – 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.
Related Read: 10 Best Apps for Financial Advisors in 2022
If you’re looking to integrate a CRM into your business processes and don’t know how to get started, Peregrine Consulting Group can help. Contact us now to help you streamline your business processes through the power of CRM.