Friday, 24 April 2015

Five benefits of our CRM system for FX

  1. Make more sales

Your CRM system should let you easily keep track of all your meetings and discussions as they move from being warm leads to hot ones. To increase your revenue, build a connection with your leads and really understand what they’re looking for. This will help you resell to them in the future.

  1. Convert more leads into clients

Before you can sell to people, you need to know all about them. Your CRM should let you log every inquiry that comes in via your website or on the phone. When you’ve logged your leads’ information, it’s a good idea to spend a bit of time on LinkedIn, read their websites and blogs, and to learn as much as you can about the way they work and their goals. Then log all that too. Remember: knowledge is power.

  1. Decrease compliance costs

Make sure you have a CRM system that’s as flexible as you are and that can easily adapt to new rules and regulations. The less time you have to spend on compliance, the more time you have to find new customers and make more sales.

  1. Decrease marketing costs

Understanding your existing customers will help you target your marketing to get new ones, saving you money. It’ll help if your sales team share your customer information. For example, your services team could use it tailor your offerings to better meet your customers' needs too.

  1. Save time on KYC

Knowing your customers is about more than just fulfilling your legal obligations. It’s about avoiding risks to your business and making sure you do the best job you can for your clients. We can design a CRM system from scratch that’s set up to exactly match what you and they need to make KYC a breeze.


If you've read through our tips and realised your CRM system isn't up to snuff, email timmclachlan[at]ymail.com or call 020 8834 1914 and we'll have a chat about how we can help you.



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