gorilla crm best practices
DESCRIPTION
12 Best Practices to Help You Get Back to Where You Were and Beyond.TRANSCRIPT
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Best Practices in theGorilla CRM System
A Best practice is the optimum solution to a business problem.*
*University of California, Berkeley, Official Campus wide Policies and Procedures, Glossary of Terms.
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Problem:Not Enough Referrals.
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Problem:Not Enough Referrals.
Why?Clients do not have your name on their person when referral to a financial advisor isappropriate.
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Problem:Not Enough Referrals.
Solution:Provide them with a business card perceivedas so valuable, they will carry it in theirwallet or purse.
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Provide Laminated Business Cards• Card must be laminated.
• New Clients receive through Red Carpet.
• Use “Service-Referrals-2004—Laminated Bus Cards” for current Clients.
• Update cards at Review.
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Provide Laminated Business Cards
• Card must be laminated.
• New Clients receive through Red Carpet.
• Use “Service-Referrals-2004—Laminated Bus Cards” for current Clients.
• Update cards at Review.
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Problem: Your clients know high net worth people, but they are not introducing you to them.
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Problem: Your clients know high net worth people, but they are not introducing you to them. Solution: Discover who your clients know and ask to be introduced.
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Problem: While many prospects want to change advisors, closing percentages for FAs are down.
X
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Problem: While many prospects want to change advisors, closing percentages for FAs are down.Solution: Use more powerful selling process.
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Problem: While many prospects want to change advisors, closing percentages for FAs are down.The BGM Profile Process is:
*Your most powerful selling tool.*Positions you as an expert FA.*Most powerful protection against unwarranted charges of unsuitability.
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Problem: While many prospects want to change advisors, closing percentages for FAs are down.Launched with a Speedbutton.
Integrated with the Appointment Processing Checklist.
Includes a Review Schedule.
We created a place to put it so it is immediately available to all staff.
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Problem: While many prospects want to change advisors, closing percentages for FAs are down.
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Problem: Additional protection against bad-apple clients. This will be a great year for
the attorneys who solicit disgruntled clients.
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Problem: Additional protection against bad-apple clients. This will be a great year for
the attorneys who solicit disgruntled clients.
Solution: Monitor and archive all staff emails in Gorilla.
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Problem: Spending too much money on postage.
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Problem: Spending too much money on postage.
Solution: Use email correctly.
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Solution: Use email correctly.
1) Use email to inform, or for emergency communication.
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Solution: Use email correctly.
2) Use letter to inspire or motivate.
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Solution: Use email correctly.
3) Get all possible email addresses.
New Report: CGs with No Emails.
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Problem: Clients not getting the reviews promised. Solution: Failsafe Client Review Tracking System.
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Problem: Low response to seminar mailings. Solution: Google Magic Tricks.
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Problem: Too much time to prepare for client reviews.
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Problem: Too much time to prepare for client reviews. Solution: Have a process based on past efforts.
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Solution 1: Become “trusted advisor” one client at a time.
Problem: No game plan to squeeze competitors out of your client book .
Solution 2: Siphon off one asset at a time.
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Problem: You run into clients in stores or events, and can’t remember the clients’ names.
Solution: Get photos of clients and look at them frequently.
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Problem: Pending business is not always followed up meticulously.
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Problem: Pending business is not always followed up meticulously.
Solution: Have and use the Pending Business Report.
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You have a moment of panic when a client calls, and cannot remember vital data about that client.
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Problems Solved!
Gorilla CRM™ Systems Upgraded
1-800-678-1480, ext. 1274 Dave Z.1-800-678-1480, ext. 1294 Mike P.