You have just hired a promising new salesperson. Now come the hard questions: Has your HR department received all the legally required licenses and personal data? Have we captured his compensation formula? Where do you assign his sales coverage - and will you know if there's a conflict with another employee? Where there are conflicts, can you mandate the division for shared coverage on a single account? Perhaps you should reassign the account altogether - how do you check the existing salesperson's production on the account? How do you check the other activity with that account like inquiries, visits and calls? Can you quickly make decisions based on facts or are you relying on subjective impressions to make the correct assignments?
As a manager, you face these sorts of decisions about your employees every day. To help you reach conclusions - and communicate them to the firm - you likely rely on a patchwork of third-party and custom technologies which make it difficult to get at all the information you need to make decisions. No more!
A Management Tool that Understands Fixed Income Broker Dealers
In recent years, Internet technologies have offered managers all sorts of technology options for tracking their business. Any one of them may be suited for some part of your work, but they aren't particularly useful to help you manage a fixed income trading desk. CodeStreet, being solely focused on the sell-side broker dealer community, has worked with the broker dealer community to evolve a web based management solution that addresses all of the pain points of the previous generation of systems that attempted to solve these problems.
The result is CodeStreet CRM+. Built on the force.com cloud computing platform from Salesforce.com-the standard for cloud-based services-CRM+ is as simple and efficient to use and access as opening your web browser. Yet from that browser window, CRM+ offers a sophisticated managers-eye view of all aspects of the business.
CodeStreet CRM+ handles all the common management tasks within a broker dealer:
What CRM+ provides is a way to look at your customers and see the data related to every dimension of your customer relationship within a single view. From T&E expenses, to trade production, to credit and AML to coverage its all there. What's more, its built with the familiar Salesforce.com look and feel where everything is linked for easy and intuitive access.
The Confidence of Knowing the Latest, all the Time
Running multiple systems for different sets of data leads to degrading the data quality within those systems. Often different names are used for the same account making reconciliation difficult. With CRM+, a single golden copy of your accounts and contacts is maintained and these account details can be used to feed downstream systems such as TOMS, CodeStreet Teamwork, back office and accounting systems.
To clean up your existing data CodeStreet will work with your technology team to:
Make the changes to the system you need when you need them:
For all the strengths of its out-of-the-box features, CodeStreet CRM+ provides remarkable ability to customize the software to particular clients needs. Based on the same cloud computing facility as Salesforce.com, CRM+ has the same ability to rapidly make changes to the software. This means that saving an additional field or modifying a label is now a few hours work, rather than a three-month development cycle.
With CRM+, management now has the flexibility to get the reports and features they really want without waiting and at significantly lower cost. Add to that having clean data and workflow processes that monitor and alert on conditions of interest, its going to be a game changer for how you run your business.
To find out more, please contact firstname.lastname@example.org or call (646) 442-2800.