Managing
the relationship with your client more effectively and more
profitably. "A satisfied customer recommends you to at
least 3 others"
CRM will
keep you abreast of your customers' specific needs and as they
change you can change your strategies to reposition your services
and products
It is a
commonsense business strategy which leverages technology tools
(Portrait) to develop, sustain and grow existing relationships.
In most industries vendors and service providers have limited
contact with clients and much less information than IFAs. You
are therefore in a good position to develop and utilise the
data you already have.