Leading independent financial planning company sees improvements in all areas with Zoho CRM

 

Industry


IFA

Type


B2C

Size


12 Employees

Project Requirements


    Customisation
    Streamlined Processes

Challenges:

A leading IFA that deals in wealth management and mortgage advice, Entire FS have to deal with large volumes of new business enquiries “whilst ensuring compliance requirements were still met and high levels of service delivered to our clients.”

They needed to streamline their processes and wanted to be able to report on new business and sales conversions to improve the business for future growth.

 

“We were losing a lot of time updating company spreadsheets which were reliant upon human input.” Explains Glyn Bottomley, Director

 

Solution:

Having gone from an industry specific system that was too restrictive for their needs, to trying an alternative CRM system, a business partner of Entire FS recommended that they use JCM.

 

“Having a personal contact who came to our office to review our circumstances and help set up the system was very reassuring and would have saved us hours which we didn’t have learning and setting up a new system we found ourselves. This gave us confidence. It also happened to be a cheaper system than an alternative we had looked at.”

 

Initially we implemented Zoho CRM which is used by each team member on a daily basis. This has now grown to involve such Zoho Apps as Motivator, Docs and Vaults.

Results:

Since implementing Zoho in it’s various forms, Entire FS have seen improvements in most aspects of the business. They are able to better understand their leads through detailed reporting, leading to better quality leads and have reduced time between order enquiry and order confirmation, saving time for all members of the team.

 

“Improvements in our process allowed us to take on more business, extra staff and advisers which has all allowed us to increase the company turnover.” adds Glyn. “Removing the duplication has given the team more time to speak to the clients which has improved the feedback reviews our clients have left for us online.”

 

Business managers are now able to meet and very quickly access business strengths and areas of improvement, which allows the whole team to adapt and react very quickly.

Moving Forward:

“The [JCM] team were great at setting up our system tailored to our specific needs and processes. We have had regular updates and additional bolt ons since setting up which have allowed us to grow further and become more efficient. The team have always been available for help and support when we have needed it.”                             

“We have encouraged the whole team to keep thinking of how to improve the process, efficiency and client service. We have then been able to instantly create a new process or change Zoho when suggested so that everyone can benefit without delays and we can constantly improve with the changing market and client requirements.” Glyn Bottomley, Director, Entire FS.

Glyn Bottomley

Director

Entire FS

www.entirefs.co.uk

Director - Entire FS - Leading IFA

Talk to a member of the JCM Team today.