ANALEC ClientManager vs Zimplu CRM

ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability Empower your client service organization: A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process. Boost client profitability: Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential. Actionable business intelligence: Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization. Call List Management: Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment Roadshow Management: Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.

Zimplu is the Complete Cloud Based CRM that helps Sales & Support Teams keep Customers Happy. Simply Faster Results with Zimplu CRM, because everything is about Automation and Less Manual Data Entry. Sky Rocket Sales Team`s Efficiency Your sales agents can better manage accounts, leads, planning, forecasting and sales analysis with Zimplu CRM. Once the CRM solution is implemented the sales pipeline will flow smoother, and your team will spend more time selling. CRM Software for Informed Business Decisions Having a detailed knowledge of your business performance and a deep understanding of your customers are critical. Reports and graphical charts are easy to run from Zimplu CRM, and they provide insight into business and employee performance. Enhance Customer Care You can quickly harness the power of Zimplu CRM`s customer service tools to deliver consistent and efficient service, enhancing customer loyalty and profitability. Fast Implementation and Long-term Profitability Zimplu CRM system needs less administration than similar solutions. It enables you to respond faster to customer service issues, to anticipate and to deliver consistent customer care that contributes to long-term business profitability.