Objective: Wealth manager wished to grow AUM (Assets Under Management). Monthly newsletter blasts were resulting in little return. The client’s legacy compliance CRM provided no advanced sales and marketing capabilities.
Solution: Camarès developed a marketing plan, content, and onboarded client onto the Zoho platform: CRM, Marketing Hub, Sales IQ and Social. Like many CRMs Zoho does not integrate directly with compliance software services. Camarès developed a proprietary workflow that keeps the client in compliance. The client uses the Zoho system for robust automated sales and marketing to prospects and continues to use the legacy CRM to manage client accounts.
Result: With relevant messaging developed by Camarès and Zoho behavioral tracking client saw significant increase in prospect interest within weeks.
Situation: The client began building a Loan Management System using Zoho Creator but stopped mid-process. The firm was using Zoho CRM, Contacts, Sales IQ, Meetings, Cliq, WorkDrive, and Forms. Zoho One applications were used by two marketers, the CEO, COO, Sales Manager, and Analyst. Finance was managed by QuickBooks Enterprise.
The client was managing loans from a large master multi-tab spreadsheet that listed its inventory of loans, borrowers, status, loan terms and the like. The spreadsheets were complex and not sustainable when used by more than one person, however the firm wished to maintain some of the spreadsheet components while sharing others with loan managers.
Solution: Camarès conducted extensive workflow process mapping and data design review. We implemented Zoho One app: CRM, SalesIQ, Cliq, WorkDrive, and Forms. We setup Zoho CRM so that:
- The client’s Admin would have full access to Asset data.
- Asset Managers have limited access asset data, enough access to do their jobs in a efficient manner.
- CRM data is download to a spreadsheet using a Microsoft Excel Add On, so the client is able to create its proprietary calculations out of CRM and share the spreadsheet only with high-level management.
Camarès Delivered:
- extensive business-process consulting,
- planning and mapping across the entire organization,
- implementation,
- data migration,
- QC/testing,
- training live onsite, live remote and recorded,
- Zoho Desk Knowledge Center, with recordings and documentation specific to client implementation, and
- ongoing support for tickets, training for new hires, update meetings to address business growth plans and planning for future implementations.
Result: All but the most complex computations, data tracking, and reporting are now occurring inside Zoho CRM. Workflows are streamlined and employees can work modifying mortgages without moving in and out of spreadsheets. Data is protected and workflows are clarified and controlled inside of CRM. The client is actively refining and requesting further modifications and additions to the workflows.
