What's Your Relationship With Your CRM?

A strong and growing practice is all about relationships – and yet, the growing part often makes relationship development hard, if not impossible.  That’s why a number of readers have asked us – to ask you - what, if any, CRM platform(s) you use, have used, and would use if only…

Those customer relationship management (CRM) platforms can be a lifesaver, allowing you to keep in touch with lots of clients, while at the same time maintaining a personal touch.  But there are a number to choose from – and each has its own unique advantages – and limitations.

This week we’d like to know more about your selection of CRM platforms – what you like – and don’t like – and what, if only they would listen to you, the developers would fix/add.

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* 1. Which CRM platform (if any) do you currently use?

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* 2. Which CRM platform(s) have you used in the past (check all that apply)?

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* 3. Which CRM platform - whether you have used it in the past or currently - do you prefer (pick one)?

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* 4. What feature(s) would you like to see your current CRM of choice add to be even better?

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* 5. Any other comments about CRMs, their usefulness (or lack thereof) in terms of helping maintain relationships, their cost, their value, their cost relative to value, their shortcomings, frustrations with, or appreciation for them - or life in general?

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* 6. What is your role working with retirement plans?

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* 7. What size plans do you PRIMARILY work with?

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* 8. Suggestions for future survey questions?  Specifically, it's been suggested that it would be good to get feedback on different aspects of practice management - which one(s) would YOU like to know more about from your fellow advisors?

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