Updated 07/04/09: Looks like there is a UK alternative.  Ribbit provided by BT.  Interesting to see how BT push it, and great to see the capability make it to Europe.


We were just alerted to Jott based on its recent release of Jott for Salesforce service, www.jott.com.  However, the following seems relevant to any CRM implementation.  It could be the solution to the most common issue stopping 100% adoption of CRM solutions.  Put simply it allows users to dictate notes to a telephone answering service, which then converts the message to text and adds the record to salesforce.com.

 

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Services

Author: ncurham
June 27, 2008

Transforming Investment Management Sales, Marketing and Client Services

 

Based on a detailed vision and previous experience of transformation projects, we provide specialist services to support any Investment Manager seeking to:

 

  • improve their Client Communications, Reporting, CRM, Contact Management, Fund and Marketing communciations processes and offerings

  • transform their Distribution firm through technology, process and organisation-enabled change programmes

  • establish a shared, centralised Sales, Marketing and Client Services platform that enables global, multi-product, multi-channel support

Coffe


For many years, Investment Management has underinvested in it’s Distribution capabilities. The challenges of selling, marketing and servicing in an increasingly complex market have been accentuated by an environment of manual processes, tactical systems and unstructured organisations. . We are now seeing increasing activity to alleviate this situation. Our services assist Investment Managers to enable this change through:

.

  • a technology vision that develops a Distribution Platform for Investment Managers and Financial Service companies

  • process design, re-engineering and change management

  • structural organisation change to take advantage of specialist and centralisation

 

Specialised support packages

 

Tomtom Consultants has assisted a number of companies with their initial CRM projects, enabling both the technology and  processes that result in success for the business.  Once up-and-running our clients are able to support the majority of ongoing needs internally.  However, a regular programme of external support, education and development often helps keep CRM in the shape that the business needs it.  At present, we provide support packages focused around the following business areas:

 

  • CRM for Financial Services SalesForce Automation; more details are in the brochure here

  • Client Communications for Institutional Investment Management

  • New Business Management for Financial Services

  • Client Service and Support for Institutional and Corporate channels