7 Steps for Optimizing Your Salesforce CRM Usage on the GoHave questions on CRM usage? Join the conversation on Twitter. Thursday 04/10/2014. Tune in at12:00 PM PST and Join us: @AdvisorSoftware #CRMontheGo

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Top 5 CRM Applications:

Salesforce is currently the global leader for CRMs in Wealth Management.

Who uses Salesforce CRM in the financial industry?

◦ Financial advisors

◦ Wealth Management Managers

◦ Banks

◦ Insurance Companies

◦ Lending Providers

◦ Capital Market Services

Some recommended apps available:◦ Wealth Management◦ goalgamiPro for Salesforce

Worried about security?Salesforce is secure and has been tested by the Department of Defense, so accessing your Salesforce while on vacation and worrying about security won’t be a problem.

So buckle up and log into your Salesforce CRM!

Check your recent items in your dashboard to determine which items have recently been looked at (documents, data, contacts)

Know where to access information quickly—create a new lead, account, contact, etc.

Decide which tasks or goals are achievable while away from the office—be realistic!

Step 1: Get in gear: Moving towards being task-driven

Get organized! Choose only 3 tasks to focus on while in Salesforce—don’t overwhelm yourself with all that you can do and should do. You will waste time if you do not have an action plan on the go and know what you can realistically achieve while away from your office.

Drill down on those 3 tasks and see where you need help and what you can achieve independently. You may find that you need to assign the task to someone else.

Step 2: Select 3 tasks to focus on in your CRM

After meeting with a client, transfer those paper notes into Salesforce so they never get lost and all data is saved in your CRM!

Step 3: Log all new client activity after client meeting

Move away from the sticky notes and save it in the cloud!

Step 4: Set goals for your advisors or team while your are away from the office

Assign goals to team members and track the progress of those goals.

Impress your manager by staying on top of your goals.

Sample Goals for your practice:

◦ Build client base AUM

◦ Build client pipeline

◦ Complete X of quarterly reports

Step 5: Sync calendar (now all employees can see what’s lined up)

Create events or tasks that will sync to your Google or Outlook calendar

Create a multi-user calendar to view what your team members are up to while you are away from the office.

Invite others to the team and see what is everyone has assigned to them and for that week you are out.

Save time and energy by sending follow-up messages to multiple

contacts at once

Step 6: Shorten your email time!

Check for missed phone calls in your CRM and be able to pull up all information—emails, missed phone calls, etc.

If the missed phone call is from someone unknown, find out who it is by simply typing the phone number in the search box as well. Salesforce will be able to search across the whole database and find it for you.

Step 7: Final check-Search for those missed phone calls.

@advisorsoftware

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support@advisorsoftware.com

Don’t forget to tune-in! Have questions on CRM usage? Join the

conversation on Twitter. Next Thursday 04/10/2014. Tune in at 12:00 PM

PST and Join us: @AdvisorSoftware #CRMontheGo