IFA Software – Sales Pipeline - CRM Solutions

IFA Software

Advisor Angel IFA software is based on the acclaimed SugarCRM platform which has been further developed and refined by us specifically for the finance professional. We have used innovative, scalable and flexible ‘pre-client’ processes to deliver a powerful competitive advantage. In short, our solution makes it easier and quicker for an IFA to do their job.

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Sales Pipeline

Use Planning Angel software to capture your best practices in a dynamic and flexible environment. This allows sales and marketing teams to improve efficiency by automating time consuming processes and automating performance measures. Effectiveness is improved as required competences are carefully defined and actual performance is measured against benchmark best practice providing clear focus on any competency gaps.

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CRM Solutions

Most CRM providers focus on software implementation and product development, whereas we see CRM Solutions as a powerful tool to impact upon a business. We believe that it’s processes and people’s behaviour which define key initiatives, and not just new technology. The key is to strike the right balance between best practice process, behavioural change and technology platform.

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Reduce Risk

Powerful and intuitive IFA Software which pro-actively helps financial professionals get the most from their operations in terms of systems and clients, and keeps them on track.

Reduce Risk

IFA software from Advisor Angel helps individuals and firms compete more effectively in today’s rapidly changing market. It provides a powerful competitive advantage. It also ensures that advisors deploy a best practice pre-client process in every single client engagement. It enables control, increased visibility and defines accountability at each stage of the process.

Improve Sales

Sales and marketing teams use Planning Angel software to structure and define their approach to the whole process of selling a product, or service.

Improve Sales

For any sales professional, harnessing an approach that works and understanding why it works, is essential. With Planning Angel software, you take control of the whole sales process, giving your sales team the direction and time it needs to fully exploit the opportunities. It provides the perfect environment from which to launch successful strategies.

Why CRM?

We are passionate advocates for SugarCRM’s approach to the market. Because they, like us, see the CRM software as just part of the process; an ends to a means. Neither of us see CRM software as an independent stand-alone function; it has to be part of a bigger picture and that’s where we come in.

IFA Software – Sales Pipeline – CRM Solutions

Who We Are

A team of sales professionals who have thought deeply about the “How To” of sales and marketing, and how certain processes impact upon our three main areas of interest: IFA Software, Sales Pipeline initiatives and CRM Solutions.

Our interest is in distilling the various sales and marketing methodologies into pragmatic and effective best practice.

We respect the art of selling whilst believing passionately in the power of process. Our long experience in sales and sales management, sales training and technology application lead us to conclude that sales performance is most reliably improved when key factors are in place.

These factors include how:

a well defined best practice sales process underpins the improvement initiative;
team competences are assessed and continually updated;
an effective technology platform supports the process and competence improvement programme.

What To Expect From Us

Firstly, total commitment to your project. Secondly, in addition to the highest standards of integrity, working with us means:

Small Steps, Quick WinsMotivation builds as teams deliver success
Analysis led ActionWe measure, share results and act accordingly
FlexibilityEach situation is unique , no one size fits all.