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Client Relationship Management

The Need for Client Relationship Management Systems

Do you lack the tools necessary to analyze critical business data? Do you need more accurate forecasting and a better understanding of your revenue stream? Is managing all your client information a daily chore? If you want the advantages of having a single source for analytics, management of client data, and tracking daily sales and business activities, a customizable client relationship management system is the answer.

Introducing SalesForce.com

NRP has partnered with SalesForce.com to offer a customized client relationship management system created specifically with the retirement plan advisor in mind which enables you to manage your office and every aspect of the customer lifecycle. SalesForce.com provides you with automated client service features, such as:

Reminders of important dates
Task triggered workflow process
Marketing campaigns
Mail merge technology

SalesForce.com also offers reporting technology. Imagine starting your business day with a dashboard that provides an overview of key analytics in one spot, including:

Revenue by plan
Client profitability analysis
List of your 10 highest revenue producing clients
Customized reporting

SalesForce.com is completely customizable so you can organize your clients and their information the way you want. SalesForce.com offers the flexibility to integrate your client data with NRP investment due diligence as well as store any relevant documentation, such as Investment Policy Statements or Summary Plan Descriptions, on a clients record. SalesForce.com is the answer to maintaining all critical information you need to run a successful practice in one place.

How it Works

National Retirement Partners has negotiated an exceptionally low cost for this program for NRP member firm advisors who are affiliated with our broker/dealer. NRP has worked with SalesForce.com to create a customized client management system that is set up to support the advisor’s needs with the built in flexibility to customize to your individual needs. Using a client relationship management system can be the difference in transforming your clients and prospects, into long-lasting and mutual beneficial relationships - clients for life.

How to Get Started

Contact NRP Corporate Office Member Firm Service Support at 888-899-4015 for more information.

Key Features:

Full integration with Microsoft Office and Outlook
Available off-line
Mobile version for your phone
Weekly commissions statements at a glance
Unlimited document storage

Benefits to Advisors:

Live fund research at your fingertips
Store and access all client information in one location - a real time saver
Ability to create and store a Fiduciary Audit Checklist for each client on the system

Benefits to Employers:

Complete history tracking of investment line-up changes
Stay on-target with automated updates
Quick access to plan documents

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