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A state-of-the-art, Web-based customer relationship management (CRM) service designed by financial advisors, for financial advisors. smarshCRM gives you the technological platform to manage your practice with more efficiency. This leads to greater productivity, which leads to greater profitability. |
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Making your firm more
efficient and productive by: |
 Automating and Streamlining Processes
Systemizing Customer Contact
Strengthening Relationships |
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Easy to implement, access and use, smarshCRM leverages Smarsh’s archiving and compliance expertise, secure and redundant infrastructure, and commitment to perpetual innovation into a service crafted specifically for financial advisors and other sales professionals with long-term, relationship-based practices.
smarshCRM is a high-touch, client-centered, total workflow solution that systematically creates, simplifies, and facilitates the advisor’s practice management processes.
If you know how to use the Internet, you can use smarshCRM. There is no software installation involved, so all you need is an Internet connection and your login ID and you can access your account anywhere! you can always be connected with your practice management productivity tool via the Internet.
Most CRMs are very complex, hard to understand and take many hours of training to use. smarshCRM is not most CRMs. Think of it like this: smarshCRM takes the difficult parts and does the heavy lifting so you increase your productivity, not your workload.
smarshCRM is simple to use even for the novice Internet user. There are no mysterious buttons or complex menus for abstract functions that you never use. No confusion. No clutter. Simple.
Create Efficiency. Leading to More Productivity and Greater Profitability.
For relationship-based practices, rich and frequent client contact is the key to keeping customers satisfied and loyal, and in turn, builds a fruitful client referral base. Qualified referrals lead to additional clients, resulting in increased revenue.
smarshCRM was designed by financial advisors with this in mind. The goal? Help streamline workflow with process-based automation, enabling users to decrease time spent on administrative activities in order to increase client contact and overall productivity. smarshCRM will systemize and simplify your business so you can focus on the people and relationships that make your company successful.
With slick, drag-and-drop simplicity and an intuitive, user-friendly interface, smarshCRM integrates customer data from several locations – email, a global address book, calendars, real-time tasks and events, customized campaigns, contact data – into the single application that manages daily workflow.
smarshCRM creates efficiency for advisors with the ability to customize the entire application.
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Create, manage and replicate successful outreach campaigns;
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Use the system’s customizable outreach campaign templates, designed by R.G. Capital's Robert Graham, the 2007 Boomer Market Advisor of the Year. Graham created the templates from his own best-practice, real-life examples;
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Automate, share and/or delegate administrative activities and immediately communicate client requests, schedule changes and project or task updates with real-time access;
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Manage multiple processes in the same interface;
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Customize contact data fields to suit your specific needs. Leverage every data point for cultivating client and prospect relationships!
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Send campaign information directly to digital printers;
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Track progress with meaningful key performance indicators (KPI);
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Access built-in financial calculators;
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Automate lead generation;
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Create "dynamic" groups, systematically populated by user-set criteria.
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smarshCRM Features Include:
 Campaigns The smarshCRM Campaign Wizard is a systematic and process-based means to creating and implementing effective and productive campaigns to fit all your business needs. By setting up campaigns with the easy-to-use, built-in iWizard feature, you can track client contact, create scheduled tasks, monitor project status and other activities relative to your productivity. Sophisticated, built-in campaigns can be customized to seamlessly incorporate compliance procedures. Shared campaigns enable everyone involved to have real time, up-to-date information.
 Tasks/Events This powerful feature enables you to view a real-time comprehensive list of all tasks, to-do items, phone calls, and notes associated with a specific user. You can search and sort on tasks, create subordinate tasks, attach links to a task, delegate a task to another user and even view task history.
What sets smarshCRM's tasks apart is how it ties in with your campaigns. Every time you start a campaign, it automatically generates tasks to help you stay on track and drive production.
 Address Book smarshCRM's address book allows you to customize, enter, import, export and access huge amounts of personal and business data, including names, addresses, country and state information, phone numbers, URLs, time zones and even birthday reminders! It also lets you enter your clients' financial information, tax payer data, and leads. smarshCRM keeps all this information easy to access, and easy to use with contextual tabs.
 Email smarshCRM's email manager provides you with a comprehensive, user-friendly way to manage all aspects of email. We provide you with several helpful utilities including Folder Management, message search and sort, and email history. You can also easily import existing email and contact information from applications like ACT! and Outlook.
smarshCRM also makes it easy to get your Email messages on your Smart Phone or PDA, so you're not missing important info while you're on the go.
 Calendar smarshCRM's calendar gives access to appointments, to-do items, week, month, and year views, group planning and daily matrix views. You can share all of this with assistants or team members with a few simple clicks. You can even import and export data using the smarshCRM calendar.
 Word Processing smarshCRM provides you the opportunity to create, edit and print documents and templates using an integrated word processor. These documents and templates can be used in Address Book merges and the shared templates can be associated with campaigns.
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