Customized CRM Solutions that Work for You
With a track record built on in-depth, industry-specific experience, Brightmark understands the specialized needs of financial services firms. Our expert team members already speak your language. It’s a skill set that enables us to sit down with financial clients and craft completely customized CRM solutions that work.
We deliver tried-and-tested financial services solutions, so you get better results and
avoid mistakes. Our industry knowledge allows us to work quickly, saving you time
and money.
We can help you:
- Grow your book of business and clients
- Keep in touch with clients efficiently and effectively
- Use marketing automation to segment, target and build relationships
- Increase referral volume
- Support intelligent cross-sell and upsell efforts
- Improve lead management and sales results
- Use analytics for sales management solutions
- Identify and resolve customer service issues quickly
- Create customer self-service solutions
- Share relevant customer data within and between teams
- Move your business to Salesforce from a legacy system