Act! CRM helps financial firm get personal
This financial services firm may have been providing advice to clients for nearly 30 years, but it has only just started using Act! CRM and is already seeing the benefits as it takes advantage of new opportunities previously missed.
“With Act! CRM, we have insights into a client’s situation that we didn’t have before.”
Corné Ritsema
Executive
Results
- The company saw immediate benefits when it began using Act! CRM because it was able to deliver more efficient client service straightaway.
- Act! CRM provides a single platform with the flexibility to handle all the needs of the company’s different departments.
- Act! CRM eliminates the need for the separate systems previously used to record client data.
- The company is now creating more new sales opportunities thanks to the fresh insights into a client’s situation Act! CRM provides.