I wish to keep track of all my communications with Client. I wish to know my customers very closely. I need to manage & monitor my team better

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Kory Singleton
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1 I wish to keep track of all my communications with Client I need to manage & monitor my team better I wish to smartly manage my sales activities I wish to know my customers very closely

2 NJ CRM An Introduction

3 CRM / Customer Relationship Managing entire life-cycle of clients effectively Financial Advisors use CRM for clients acquisition, relationship building, better advisory & servicing practices, finding & tapping sales opportunities, improving productivity of team, etc...

relationship building, better advisory & servicing practices,

4 Presenting NJ CRM for Partners Profile Activity Leads NJ CRM Team Interactions Tasks

5 NJ CRM Scope (Phase 1) CRM FEATURE WHAT CAN PARTNERS DO? HOW IT HELPS... Activity Create Activities Assign Activities to Team Map / Import Leads Review productivity > Better Sales Planning > Know ROI / Results Leads Create Leads Assign Leads to Team Manage Status Map to converted Clients > Effective tracking > Better Client Acquisitions Tasks Create Tasks Assign Tasks to Team Manage & monitor Status for team Tasks History for Clients, Leads > Better Servicing > Task management for Team

Know ROI / Results Leads Create Leads Assign Leads to Team Manage Status Map to converted Clients > Effective tracking >

6 NJ CRM Scope (Phase 1) CRM FEATURE WHAT CAN PARTNERS DO? HOW IT HELPS... Interactions Manage every interaction with client View interactions history Team interactions management > History of all interactions > Monitoring team Profile Manage detailed info & profile Customised profiles reports & search > Customer Insights > Better Sales /Service > Relationship Building Employee Create & Assign Activities, Leads, interactions, Tasks, etc. Monitor work, lead conversions Manage internal meetings, etc. > Better productivity > Monitoring & Control > Increased efficiency

7 NJ CRM Structure Leads Clients Activity Interactions Tasks Manage Leads Import Leads Lead Profile Lead Report Client Profile Client Report CRM Groups Manage Activity Activity Report Add Interaction Interaction Rpt. Add Task Task Report

8 NJ CRM: Basic ideas... Activity Activity can be created by any Partner / Partner employee Activity can be assigned and all details captured Schedule Will be reflected on home page of NJ CRM Lead Lead can be directly added without Activity Lead can be imported against an Activity Existing Lead can be mapped to an Activity NJ Leads will be automatically loaded Status, Tasks, Interactions, Profile can be easily managed Client All existing Clients (Groups & Accounts) will be visible Auto data from various NJ systems will be loaded Tasks, Interactions & Profile can be easily managed CRM Group CRM Groups can be created for Leads or Clients to segregate or classify them You can have any number of persons in a CRM Group

can be directly added without Activity Lead can be imported against an Activity Existing Lead can be mapped to an Activity NJ Leads will be automatically loaded Status, Tasks,

9 NJ CRM: Basic ideas... Interactions Tasks Any interaction, in any mode, can be managed Interaction can be created for any combination of Leads, Clients (Group & Account), Employees & even others... Features of Status management, minutes recording, etc. History will be seen on Profile pages of Leads, Clients, Groups Task can be created for any Lead, Client Features of Status, details recording, etc. History on Profile pages of Leads, Clients, Groups Profiles Detailed profile for Leads, Clients (Group & Account) can be recorded as per your need Customised profile report for Leads, Clients Profile page to give consolidated report of all Interactions & Tasks.

even others... Features of Status management, minutes recording, etc.

10 NJ CRM: Basic ideas... Employees All your employees can use NJ CRM too, just like you You can monitor work of all Employees > Activities, Leads, Interactions & Tasks. You can create and assign or shift any Activity, Lead, Interaction or Task to any Employee You can track daily work schedule, Lead conversions, etc. Create Employee Map Groups Your Employees would see exact same NJ CRM desk, limited to the Clients mapped to them Employees can manage Leads, Activities, Interactions, Tasks, CRM Groups, Profiles themselves NJ CRM

11 NJ CRM Home Calendar displaying all Interactions, Tasks, Activities, etc. for You & Employee

12 NJ CRM: The Future We have just begun with NJ CRM and the existing features are part of Phase 1 of works. We intend to add new exiting features in near future on which the work is under progress. Some of the features to be added are... management SMS integration with SMS Manager Opportunity management (Manual & Auto)

We intend to add new exiting features in near future on which the work is under

13 NJ CRM Launch Your feedback is important for us and it will help us shape NJ CRM... Send us your valuable feedback at NJ CRM resources can be found on Partners Desk (i) NJ CRM An Introduction (this presentation) (ii) NJ CRM User Manual NJ CRM for Partners (phase 1) is now launched

com NJ CRM resources can be found on Partners Desk (i) NJ CRM An

14 Let us Start... Unlocking the power of NJ CRM

15 Thank you...

GROWING YOUR BUSINESS. A Business Analytics Approach

GROWING YOUR BUSINESS. A Business Analytics Approach GROWING YOUR BUSINESS A Business Analytics Approach What is this about? It is all about the Big Question How Do We Work Smartly To Grow Business? The Most Likely Answer by Business Today Is BUSINESS ANALYTICS