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7 Steps for Optimizing Your Salesforce CRM Usage
on the Go
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Top 5 CRM Applications

• Salesforce
• SAP
• Oracle
• Microsoft Dynamics
• RightNow

Salesforce is currently the global leader for
CRMs in Wealth Management.
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• Who uses Salesforce CRM in the financial
  industry?
• Financial advisors
• Wealth Management Managers
• Banks
• Insurance Companies
• Lending Providers
• Capital Market Services

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Worried about security?
Salesforce is secure and has been tested by the
Department of Defense, so accessing your
Salesforce while on vacation and worrying about
security wont be a problem.

• So buckle up and log into your Salesforce CRM!

• Some recommended apps available
• Wealth Management
• goalgamiPro for Salesforce

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Step 1 Get in gear Moving towards being
task-driven

• Check your recent items in your dashboard to
  determine which items have recently been looked
  at (documents, data, contacts)
• Know where to access information quicklycreate a
  new lead, account, contact, etc.
• Decide which tasks or goals are achievable while
  away from the officebe realistic!

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Step 2 Select 3 tasks to focus on in your CRM

• Get organized! Choose only 3 tasks to focus on
  while in Salesforcedont overwhelm yourself with
  all that you can do and should do. You will
  waste time if you do not have an action plan on
  the go and know what you can realistically
  achieve while away from your office.
• Drill down on those 3 tasks and see where you
  need help and what you can achieve independently.
  You may find that you need to assign the task to
  someone else.

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Step 3 Log all new client activity after client
meeting
Move away from the sticky notes and save it in
the cloud!

• After meeting with a client, transfer those paper
  notes into Salesforce so they never get lost and
  all data is saved in your CRM!

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Step 4 Set goals for your advisors or team while
your are away from the office

• Assign goals to team members and track the
  progress of those goals.
• Impress your manager by staying on top of your
  goals.
• Sample Goals for your practice
• Build client base AUM
• Build client pipeline
• Complete X of quarterly reports

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Step 5 Sync calendar (now all employees can see
whats lined up)

• Create events or tasks that will sync to your
  Google or Outlook calendar
• Create a multi-user calendar to view what your
  team members are up to while you are away from
  the office.
• Invite others to the team and see what is
  everyone has assigned to them and for that week
  you are out.

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Step 6 Shorten your email time!

• Save time and energy by sending follow-up
  messages to multiple contacts at once

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Step 7 Final check-Search for those missed phone
calls.

• Check for missed phone calls in your CRM and be
  able to pull up all informationemails, missed
  phone calls, etc.
• If the missed phone call is from someone unknown,
  find out who it is by simply typing the phone
  number in the search box as well. Salesforce will
  be able to search across the whole database and
  find it for you.

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Dont forget to tune-in!

• Have questions on CRM usage? Join the
  conversation on Twitter.

• info_at_magnifictraining.com
• http//www.magnifictraining.com/
• 91 9052666559, 9052666558

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