New Tools Help Small Businesses Customize Client Contact
Small Business I --In this competitive economy, many small financial services businesses will need to adopt new technology in order to keep pace on the global business stage. Whether your business is big or small, the goal remains the same: generate new clients while retaining existing ones.
“No matter how small your business is you have to adapt in order to stay competitive,” says Jason Bishara, Chief Executive Officer of SLM Holdings, Inc. (OTCBB: SMHI), a New York-based financial software company that develops products and services designed to enhance client support. “One avenue every small business should consider is upgrading their customer relationship management tools. New software can enhance client support and make interactions with your customers more personalized.”
Among the tools helping businesses better personalize their client relationships is password-protected software that ensures customer information doesn’t get into the wrong hands, and programs that help financial professionals better target prospective clients. Financial representatives using these tools are able to have a much better profile of their clients at their fingertips.
A major concern for small businesses thinking of upgrading their CRM tools: headaches involved with transitioning office software and data integration. “Fortunately, SLM Holdings offers full data migration and complete on-site training,” says Bishara. “Another benefit: once installed, these tools are accessible by entire teams rather than just individual users.”
Bishara believes these advances will mean more personalized service for customers on the other end of the phone line. “The advent of e-trading has revolutionized the way business is done in the financial world, but that personal touch is still a prized commodity,” says Bishara. “New CRM software allows users to track important client information such as birthdays and anniversaries, hobbies and special interests, what gifts have been given and sent, and can even link to certain retail Web sites, for example, to automatically order a client’s favorite bottle of wine on special occasions. In business, those personal grace notes are truly invaluable.”
These programs also ensure that investment companies do not contact inappropriate leads or those who may be on federal “do not call” lists. “All of this means financial professionals can spend their time more efficiently, and less time hassling uninterested parties,” says Bishara. “And that allows everyone to get on with his or her business.”
You can learn more at www.slmbiz.com.
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