What is Client Relationship Management?

 

 
   
Client Relationship Management
  • 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.
 
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