Amagansett Funds (A)

Introduction Introduction Mutual fund company dealing

with institutional investors and investment professional

Sales manager Internal Sales rep Wholesalers Clients

Problems faced in CRM Software and fixing the broken applications

CRM

Product Usage Difficulties

Distrust among Sales Managers

Data not entered properly

Blamed system

Faulty Reports

Communication Gap

Intended benefits Prime Beneficiaries

Keep track of past contacts

Plan future meeting and follow-ups

Coordination among the wholesalers

Assigning new tasks Reduce individual

dependency Avoid duplication of

calls

Sales Manager Wholesalers Internal Sales Rep Clients

CRM Benefits

Tracking the wholesalers & Tracking the wholesalers & Assessing the Compensation Assessing the Compensation

SystemSystem

Wholesalers are the direct touch points with the customers

People with the best knowledge of industry , trends, personnel and internal climate of competitors as well as clients

Compensation linked with

RecommendationsRecommendationsMaking the system User Friendly

◦Single password along with finger detection

◦Smarter Systems - Auto fill the basic information for people from same company

Communicating the benefitsLink the Incentives with CRM

Product Usage DifficultiesProduct Usage Difficulties• Multiple passwords

• Difficulty in remembering the details of the

whole week and updating them into CRM on

Friday

• Laptops were too heavy, slow & too big to carry

• Redundancy in data typing

• Time consumingBack

THANK YOU !!!!!THANK YOU !!!!!