Integration is a word you will hear again and again when looking into CRMs, and that’s one of their biggest selling points. Say for example you are a manager at a firm of financial advisors. To help coordinate various workers and keep track of the earnings of various clients, you’ll need a good workflow management platform, and a good wealth management platform.
Traditionally, this would mean you would have to pay for various different solutions, and then switch between them as needed. This approach has various disadvantages. It wastes time, and it makes it harder for you to visualize your data, as it is split between various solutions and in different formats.
Here’s where CRMs come in. Specialized CRMs, such as this wealth management platform for advisors, can bring dozens of tools together into one software solution. This makes data coordination easier, and it helps cut costs by limiting the number of different solutions you need to pay for. Many CRMs also include unique tools that you can’t find anywhere else.