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2. Background Since 1981 Providing Business Operations and
Technology Solutions to the Financial Services Industry Principals
Background MBA Finance, Series 6,66 NJ Life and Health. Chase
Manhattan, US Trust, Merrill Lynch, R.W. Baird Northwestern Strong
Working Knowledge of Industry leading CRM Solutions Business First,
Then Technology Expertise with Small Boutique Firms Compliance
Understanding Local Clients (CMS)
3. What we do Project management Stay on time and under budget
Implement Best of Breed Software ERP and CRM Business Solutions -
In a cloud reduce IT Expenses Operations Improvement & Business
Process Consulting Client Presence Marketing Strategy, Social
Media, Lead Generation and Nurturing Principal Coaching Seminars
&Workshops
4. Why CRM Allows you to use your business processes to manage
the lead process workflows, dialogs - thru sales close Provides a
360 degree view of your customer Automated Marketing Processes
allow for lead nurturing Case Management for effective customer
service and knowledge base Allows you to track the pipeline for
sales, analyzing steps in each stage and how effective each rep is
in terms of conversion and process. Many to Many Relationships
Opportunities and New products and Services Real Time Dashboards
for management controls
5. Why Microsoft CRM Familiar, Intelligent, Connected Microsoft
Office look and feel Integrates with Outlook seamlessly ON Premise
AND hosted versions available choices Pricing Most Competitive
Fastest Growing Tool in Financial Services M:M
6. Proven Methodology
7. How Can We Help Work with you and your team on understanding
and improving your business process as it relates to operations,
marketing, sales and customer service. Manage the Project and
Resources for you acting on your behalf Select and Implement the
Technology and Software. We understand the landscape. Work with
team members to transition the working knowledge. This includes
training and conference room pilot. Provide customizations and
reports as needed Integrate solutions with back office operational
systems and third party solutions. Deliver a solution on time and
to budget
8. What It looks like Client interviews Business Requirements
Analysis, Presentation, Review and Sign off Statement of Work/RFQ
Generation Vendor Selection (If Needed) and Negotiation Solution
Acquisition, Design and Implementation Customizations, Integrations
and Reporting Test Case Data Development and Test System Usage
Training & Conference Room Pilot Go Live Post Go Live
Support
9. Case Study Private equity firm required XRM solution to
replace their older proprietary CRM
10. Next Steps Meet in person Agree to Engage on Initial Due
Diligence Interview Key Stakeholders and Team Members Create a
Vision Statement with a summary of findings of what the solution
looks like when complete
11. Questions and Discussion Your Vision for CRM at IFS How do
we proceed - Next Steps?