The implemented CRM system responds to the specifics of investment business and aims for efficient communication and interaction as with current and prospective customers, as between departments. Through role-based screens, automated workflows reduce the “gap” between marketing and sales, and more easily define clear business strategies.
Among the goals for CRM system is to accumulate necessary information for potential and current customers to identify their needs, as well as to determine the stage of the customer in the customer journey in order to respond to their wishes as much as possible. The result is the achievement of the best marketing and business decisions which can also help increase the company’s sales and revenue.
The CRM solution is cloud-based and assists company salespeople in their efforts to more easily identify prospects with potential to buy, builds trust with their customers and increase the number of possible deals by sending relevant offers at the right time.
With the designated marketing automation system ClickDimensions, the marketing team gets automation and personalization of e-mail marketing, precise tracking of the prospects’ activities, measuring the interest level of prospects, opportunities for long-term, automated marketing campaigns, search for information about prospects on social networks, creation of surveys, landing pages, registration forms, integration with external systems such as webinar platforms etc.
With both solutions, Artstroy 1 Investment improved control, the security of customer and prospect data and streamlined collaboration between the teams in different departments. All employees can work simultaneously in the system, with the information stored in the cloud and everyone has access to the same information in real-time. This greatly increases the flexibility and speed of work, prevents the loss of information and increases the effectiveness of sales and marketing activities in the company.
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