Overview - CRM Support for Asset Managers
Acuity's CRM support specialists provide personalized services to sales and marketing teams ranging from CRM set-up and configuration, management and administration, development and customization, data reporting, and platform integration. Our expertise with leading systems such as Salesforce, Dealcloud, and Microsoft Dynamics ensures that your organization follows best practices for CRM in financial services, enabling you to maximize the potential of your CRM platform.
Our comprehensive lead scoring solutions assist sales professionals in classifying leads by quality, engagement, and areas of interest – helping recommend appropriate follow-up actions. Engagement data from a variety of Digital Marketing touchpoints such as web, email and social is used to build a holistic profile of potential clients, maximizing sales efficacy.
Support We Offer in Lead Scoring & CRM for Asset Management
CRM Support
Set-up and configuration
Salesforce Development Services
Salesforce support and maintenance
Data management
Analytics and reporting
Integration
Lead Scoring
Digital user interaction data capturing and management
Scoring framework development
Lead scoring engine scripting and development
Grading and categorization
Customization support
Custom object creation on CRM
Lead specific analytics and reporting
CRM Tools We Use
Salesforce CRM
Microsoft Dynamics CRM
DealCloud
sageCRM
FolioMetrics
Microsoft PowerBI
Salesforce Tableau
What we have done
Comprehensive Lead Scoring Solution to a Mid-sized Global Asset Manager
What we are proud of
30+
New retail leads per week
150+
decrease in turnaround time
CRM Data Migration and Ongoing Maintenance Support to a European Investment Bank
What we are proud of
40%
Cost savings
150+
more client-facing time
Our Perspective on Lead Scoring and CRM for Asset Management
Meet our experts
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Frequently Asked Questions
How would asset managers benefit from CRM support?
A CRM system is designed to serve as the central repository of all customer-related information. In practice, however, sales teams often rely on a combination of emails and spreadsheets to manage customer data. Our CRM solutions aim to address this issue by ensuring that all customer interactions and data are recorded within the CRM system. This leads to increased efficiency, improved collaboration and enhanced data quality for our clients. We assist clients in cleaning and optimising their existing data, and performing essential housekeeping to ensure the information stored within the CRM system is always up to date.
What are Acuity’s Salesforce support areas?
Salesforce administration support: Our Salesforce-certified administrators work as an extension of a client’s sales enablement team and take ownership of system administration tasks including providing ongoing support, monitoring and maintenance of Salesforce orgs.
Development and integration support: Our Salesforce-certified developers support clients by identifying requirements and developing customised solutions on the Salesforce CRM system; they also help integrate Salesforce with other third-party applications such as ERP, marketing automation or customer service platforms.
Data management and migration support: We assist your team in migrating data from legacy systems to Salesforce and help carry out ongoing data management activities such as data cleansing and data de-duplication.
What factors should be considered when implementing a lead scoring system?
There are several ways in which a lead scoring system can be implemented. We are experienced in working with systems implemented on marketing automation platforms, such as Eloqua and Pardot, as well as fully-fledged systems leveraging data warehouses and customised scoring algorithms.
Firms need to consider the level of maturity of their digital marketing systems and study the integration possibilities of each system. They should also consider the outcomes they expect from a lead-scoring system: do they only require a score on the extent of interaction, or do they need to know the specific topics and funds/products a prospective client is interested in?
