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Welcome to our constantly changing world of CRM, salesforce.com and technology news, updates, feedback, reviews & opinions.
As the first certified salesforce.com partner in Europe, we have seen and experienced a lot in our last 15 years.
Stay tuned and join us on this endlessly interesting journey.

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Author: Raphael Steinhöfel - Digital Architect - Nexell GmbH
Marketing automation allows you to nurture your leads through the entire buying process, delivering highly-targeted, personalized messages that address their specific barriers to purchase. Pardot, worldwide one of the top three marketing automation tools, is designed to support you prioritizing and executing marketing tasks the most efficient way. But what is actually Marketing Automation? Is Marketing automation for everyone? And what steps should you take into consideration when kicking it off?

 

 

Marketing Automation Principles

The ultimate goal with your marketing is to generate more revenue for your company. To accomplish this, you need to drive traffic to your website, convert that traffic into qualified leads and close those leads into customers. Pardot makes a huge impact in the conversion and closure stages of this process. The whole marketing automation process is mostly driven by four core concepts.

 

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Author: David Derrier, Regional Manager, Nexell GmbH

 

Introduction

Although Financial Advisory is a traditional and well-established area, the Asset Management industry is entering a new era. Competition is growing worldwide and clients need a high level of confidence to entrust their money to someone. This is why Asset Managers need to work in a more professional and secure way to retain active clients and engage new ones. 

Companies need to select the right tools that will enable them to work more efficiently and boost their impact, by reducing the administrative burden and allowing Relationship Managers to focus on business development and investments optimization. Good news! This is what CRMs are about.

 

Trends

CRM is a buzzword that can embrace a lot of things that are more or less relevant. In the Asset Management industry, needs are quite specific and the aim is to have a 360 view of the clients and keep an eye on the day-to-day situation,

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Author: David Derrier, Regional Manager, Nexell GmbH

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Why are we in this situation in the first place?
A CRM implementation often focusses on Return On Investment, and a tool that is not used correctly, or not used at all, won’t be satisfactory.

Even if you have the best car in the world, you won’t go anywhere without a driver driving it. The same applies for CRM tools. As decision-makers or project managers, you want to ensure that users' onboarding is as good as possible, to get the most out of the solution, in terms of efficiency and profitability.

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Nexell GmbH, based in Switzerland & Germany is your Salesforce.com and Salesforce.org, Pardot and Fonteva partner.

Founded in 2002, we help our customers and non-profit organizations in the field of CRM (Customer Relationship Management). Our services, technologies and strategies culminates from years of experience with large and small firms, resulting in a set of best practices which are applied to all our projects, big and small, locally and internationally.

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