Customer Relationship Management (CRM) – The Engine That Powers Your Enterprise

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A comprehensive and integrated customer relationship management (CRM) system helps you organize, automate and synchronize each of your discrete business units’ (sales, marketing, service and back-office support) interaction with your clients. As opposed to the highly-specialized set of tools you use to provide primary products and services to your clients, the CRM creates the infrastructure you need to run and grow your business. And your CRM is more than just software – it is (or should be) the organizing model for your entire business.

The management of client relationships is one of the most important duties for any company in the financial service industry, and at its essence, a CRM serves as the central repository for all your client data. Effective CRM implementation goes beyond simply tracking the names and addresses of your contacts by providing a wealth of information, including the relationships between your contacts, purchase and service history, referral history, client preferences, demographic data, client profitability and much more.

A well-designed and well-conceived customer relationship management system extends beyond the management of client data. Most enterprise-level CRM systems are modular by design, meaning the capabilities of the CRM can be expanded infinitely. Many OrangeAxis clients are also using their CRM System for:

  • Accounting & Expenses
  • Business Automation
  • Business Intelligence
  • Compliance Reviews
  • Document Management
  • Electronic Signing
  • Employee Management / Human Resources
  • Expense Management
  • Proposal Creation
  • Sales Engineering

Your CRM should be an intelligent, robust customer relationship management system that not only organizes your client data, but serves as the engine for your entire enterprise. Your CRM should be more than a client database – it should be a primary business tool that drives critical business decisions and tracks the success of your key strategies and initiatives.

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