CHAPTER 7: CRM SYSTEMS

Customer Relationship Management (CRM) platforms can help users communicate with prospects, share sales information, close deals and manage customers.

They can also deliver actionable insights, connect with social media and help team communication.

7.01  ADVISER RESEARCH

There has been no increase over the past month in the number of advisers surveyed who use a CRM system, with around two-thirds using one designed specifically for mortgage brokers and/or IFAs.

Figure 7.01: Do you use a dedicated CRM system for mortgage brokers/financial advisers?

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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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