Are your Adviser Fact Finds as compliant as they could be?

Our Ongoing Analysis and A-Z Route-Planning Services

At Informed Training, we carry out Ongoing Analysis and A-Z Route – Planning Services to ensure as your business grows/changes, your system evolves also to match any changes required. To find out more Contact Us

Bespoke Customisation

We will customise the system to match your agreed Business Process requirements. These are unique to your company and so we will ensure that all the fields relate to your required Business Process protocols. We ensure that your chosen system fits around your company requirements, not making your requirements fit the system.

Customisation of your existing or new CRM to match your Business Process and ensuring return of your licence investment in your business software.

Implementation of CRM and Testing

Software integration and API’s

Data Migration Transfer – if required

Testing

Business Process Analysis and Improvement Services

Analysing in more depth, your current Business Processes and how you capture these from an existing technological perspective.

We then make recommendations of how to tweak, amend to improve and streamline your Business Process within your systems to save time, reduce duplication, and improve communication visibility with your Colleagues, Prospects, Clients and Suppliers – improving your relationships even further.

Complimentary Health Check

Whether you have an existing CRM, considering implementing a new CRM, or even if you are not sure what a CRM is Informed Training can help.

We carry out a remote desktop share screen to analyse your existing system in relation to your current high-level Business Process. We will give hints and tips, ideas to increase automation, reduce duplication, and give you hints and often much more.

31 Mar Are your Adviser Fact Finds as compliant as they could be?