CRM integration

How well do you really know your clients?

Let’s keep this simple – it’s the way we prefer to work with all our clients.

Customer Relationship Management (CRM) is a crucial aspect of all business. It’s a widely accepted truism that the more you know about your clients and prospects, the higher their prospective lifetime value will be to your organisation.

The theory is simple – build as much detailed information about your clients and their preferences as you can, and use that information to offer them the right products at the right time at the right price.

The reality is often different – the various touchpoints you have with your clients can be extremely difficult to align, making effective data management nothing but a corporate pipedream. It’s not uncommon to have legacy systems, outsourced call-centres, poorly maintained transaction records, and a whole host of logistical, budget and time constraints which prevent you from building the kind of picture of your clients that you need.

Raise your game – look at your clients in a whole new light.

It’s your client data and it should be getting squeezed, interrogated and pushed as far as it can to help you build your revenue streams. If it’s not, it’s a wasted resource. It’s your job to know when you could be doing more with your data, but it’s ours to help you achieve it.

Matrix SalesForce

We’re extremely proud to be a long-standing consulting partner with SalesForce.com, which means that we have demonstrated a wide range of skills that make us ideally placed to implement new SalesForce.com CRM systems for our clients. However, what differentiates us from any other CRM integration specialist (of which there are many) is our unique position as a revered data owner for the UK Financial Sector.

We began researching Financial Intermediary and Investor databases over 25 years ago, and now we licence some of the most well-respected financial datasets in the UK. We’ve honed our research techniques to the point that we are the last word in financial intermediary data.

From a CRM implementation perspective, this means that we’re able to give first hand feeds of the valuable intelligence from our databases straight into the client's CRM database ready for their sales and marketing activities and reference.

Your current CRM set-up

Whether you’re currently evaluating salesforce.com for the practically limitless potential it offers to clients in ensuring that their client data is being maximised, or whether you’re already using it and keen to understand how to make the most of its functionality, we can help streamline your operations.

Our products

We start by offering all prospective clients a free kick-off meeting in which we can come to your offices to gain a deeper understanding of your business set up and how you’d like to improve your data management processes.

We’ll then produce a basic costing proposal which includes three days of consultancy and a specified number of technical build days.

We then offer a menu of CRM add-ons, including our bespoke salesforce.com tabs for our various products and services including:

a. Matrix Financial Intermediary Database
b. Property Value Database
c. Financial-Clarity Suite

For more information, please call us on 020 7074 1200.