Hunter CRM vs ANALEC ClientManager

With the Hunter-CRM app you have your customer's data in one place. You create and maintain tasks, contact moments such as touchpoints and appointments. Follow up process Hunter-CRM is the essential part of the follow-up in your sales process. Research shows, that a sale requires on average between 5 and 8 contact moments before a customer is willing to make a purchase. It is therefore important that a follow-up takes place soon after the first contact. It turns out that after 48 hours, the enthusiasm of the prospect has halved after the first contact. Hunter-CRM helps you keep track of: Contact details Actions Contact moments and progress Notes This CRM app helps you to work more efficiently, effectively and pleasantly! How does it work? You schedule an action for contacting (possibly with a notification). As soon as this action is completed, a touchpoint (moment of contact) is automatically created. When creating a touchpoint, the properties of the action are adopted. This process repeats over a series of touchpoints until the goal (goal) is met or the sale is closed. It may also be that it is clear that a sale will never take place. In that case, the series of touchpoints ends without a goal. A touchpoint at the end of a series can therefore be a goal or not. After this, a new series of contact moments can begin. After creating a touchpoint, the user will receive a notification to create a new action as follow-up. If the user wishes to do so, the new action is directly linked to the sequence of the newly created touchpoint. Actions Actions can be scheduled and are therefore always in the future when created. Actions can be edited, but not snoozed, so we help you handle them in a timely manner. These actions will be placed on a to-do list. The created action has a 'to-do' status. If this action is not completed in time, it will receive the status 'expired' and will therefore be at the top of the action list with a striking signal color. An action is given the status 'completed' and is stored in an archive. Touchpoints Touchpoints are moments of contact with a (contact) person. A touchpoint is something that has taken place and is therefore always linked to a contact. Touchpoints can be successively linked within a series in the follow-up system. A touchpoint can be created separately. You can also have spontaneous contact with someone. Whether the initiative for the contact lies with the contact person. A touchpoint is always editable. The Hunter-CRM app provides notifications with a suggestion to perform an action. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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.