Marketing Automation Will Not Save the World

Posted by Cathy Boudreau on Sep 16, 2014 10:16:00 AM

Marketing automation will not save the world. There has been so much talk of marketing automation lately – the benefits, how it will make your marketing department more efficient, and effective, etc.  But is it really the God-send that people make it out to be?  Maybe.

Successful marketers must wear many hats. They need skills in lead generation, website management, social media, email marketing, database marketing, and even campaign analysis just to name a few. In many small to mid-size businesses, all of these pieces come down to no more than a handful of people… and quite often, just one person.  That’s a lot on one person’s plate.

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Topics: Marketing Automation

Maintaining Clients with Harvest Wealth Management (CRM)

Posted by Cathy Boudreau on Sep 10, 2014 4:11:00 PM

Over the past several months, we’ve been focusing most of our blog content on wealth management firms.

Throughout our recent conversations with a variety of wealth advisors, we’ve noticed a common denominator when it comes to their client service needs. 

Most firms, while able to maintain and manage their clients, still remain concerned about the future of their firm’s technology-based solutions that aid in keeping loyal clients, as well as securing new business.

So, we decided that it was time to bring light to the CRM needs within the financial industry in the hope of expanding their opportunities to better service their clients.

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Topics: Harvest Solutions, Wealth Management

Avoiding a Never-Ending CRM Project Money Pit (How to Budget for the Long Term)

Posted by Staff Writer on Sep 5, 2014 10:41:45 AM

All too easily, CRM-related projects can quickly become a perpetual money pit. Considering how today’s CRM technologies offer so much functionality and capability, it’s not surprising when businesses want to achieve it all. Although, part of the financial problem revolves around unrealistic expectations of attaining too many initial goals that are impossibly high to reach. The result typically ends up being an unmanageable project, not to mention a wasted investment.

However, from resource management to proper planning, there are a number of ways businesses can avoid exhausting their CRM budget. By being realistic with goals, expectations and available resources, CRM implementations can be affordable and continue delivering long-term value.

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Topics: CRM Planning, CRM Best Practices

Glossary of Popular Wealth Management CRM Terms

Posted by Cathy Boudreau on Sep 2, 2014 2:24:00 PM

CRM processes are critical in helping financial firms deliver holistic wealth management services to clients. Having a fundamental understanding of CRM can help to further align the firm's business model with the functionality of the system.

Here’s a compilation of the most popular, frequently used terms related to wealth management CRM. Be sure to bookmark this glossary for quick future reference.

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Topics: Wealth Management

Showcase your Products Visually within Salesforce!

Posted by Cathy Boudreau on Aug 26, 2014 2:36:00 PM

Looking for a clever way that allows your Sales Reps to showcase your products on the go? The Product Catalog by Labs enables your reps and customers to browse and shop your projects with just a few taps.

Gone are the days of scrolling through your list of products with all that boring text. With this app, you can create a mobile-ready app that enhances your Products. Simply add an image and a short description to the product and now your reps and customers can scroll through product visuals and double-tap the product to add it to a Cart.

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Topics:, AppExchange

Data Migration for Salesforce

Posted by Cathy Boudreau on Aug 25, 2014 2:29:00 PM

CRM Data Migration isn't always easy.  Sometimes it can be a bit like going down a rabbit hole... you never quite know what you're getting into until you're in it.

Fortunately, our Salesforce Practice Director, Jay Rivard and Steve Chipman, the President of Lexnet Consulting Group sat down and discussed the ins and outs of data migration.  In this podcast, they discuss what goes into a CRM data migration, common issues and how best to prepare for a data migration. They also share some great tips on what it takes to have a successful data migration.  Areas of discussion include:

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Topics: CRM Implementation, Data Management

CRM Best Practices for Success!

Posted by Cathy Boudreau on Aug 22, 2014 7:06:00 AM

Have you just been put in charge of your company's CRM project? Whether you are launching a brand new implementation or revamping the one you have, there's no doubt that it can be a stressful job. You know a lot of time and energy will go into this project and you want to make sure you get it right.
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Topics: CRM Planning, CRM Best Practices, CRM Implementation

The Do's and Don'ts of Marketing Automation

Posted by Cathy Boudreau on Aug 20, 2014 10:52:00 AM

Marketing automation has become a sophisticated technology that can positively transform the way businesses communicate with their audiences. In addition, automation can also help to bridge the gap between sales and marketing teams, manifesting a collectively better understanding of lead generation efforts. Although, while many businesses benefit from automation, there still remains a great need for the human element.
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Topics: Marketing Automation

Wealth Management CRM Workflows - The Benefits of Automation

Posted by Cathy Boudreau on Aug 12, 2014 8:00:00 AM

The core principles of client relationship building are straightforward. Although, as these relationships become more complex - and the financial marketplace continues to competitively increase, wealth management firms need to embrace new ways of adding value and enhancing their services to sustain client loyalty.

To effectively manage today’s modern clientele, firms should consider the advantages of automated workflow that is integrated with the CRM system. These automated systems provide measurable services that can improve the firm’s overall productivity by freeing advisors from time-consuming administrative tasks. Essentially, with auto-tasking in place, advisors are able to refocus their resources on the needs of clients. And as a result, advisors gain greater transparency, consistency, accountability, scalability and efficiency - all of which directly impact a positive client experience.

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Topics: Collaboration, Wealth Management

8 CRM Features That Will Have The Most Impact for Your Organization

Posted by Cathy Boudreau on Aug 4, 2014 2:33:00 PM

A common assumption during CRM software selection is that businesses should leave this to decision to IT experts. However, since business process and technology must run in harmony together, it’s important to assess how the software and its features will support these processes.

So, whether the current effort involves shopping for a CRM software or simply looking to get more out of the system itself, here is a list of CRM features that businesses can't (and shouldn't) operate without.

Calendar Management

Keeping internal employees on top of tasks and appointments is one of the best management features natively found in most (if not all) CRM applications. There are individual as well as collaborative benefits, especially for businesses who need to share activity information across the department(s). Plus, the documentation of activity history allows the business to keep track of all touchpoints with customers.

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Topics: CRM Planning, CRM

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