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Why is it Important to Use your CRM?

There is a suspicion about the real value add by CRM because people are uninformed about the massive benefits of this technology. CRM is a customer relationship management software that enhances sales activity. It does this by registering the process of creating a relationship with clients which allows a business to increase its efficiency and profitability by giving its clients exactly what they need. According to Salesforce CEO Mark Benioff, “CRM is not only currently the fastest-growing enterprise software category, but is also predicted to be the single largest revenue area of spending in enterprise software by 2020.”

CRM helps to organize your day so you can be more proactive in a competitive environment which is a compulsory aspect of business. Experienced sales managers continue to underestimate this tool or worry about its risks due to the large amount of information it requires about clients. Instead, they end up relying on old fashioned methods.

CRM allows for new ways to accomplish a task and allows you to improve every day. For example, if you know your success ratio for email and call responses, you can tailor your email and phone call templates to become more successful. It alo allows you to maintain your agenda and keep in touch with other sales managers to keep up with project process. You are also able to use the livechat feature to keep in touch with your brokers and see client status on the CRM.

It also allows you to keep in touch with old clients so that you might be able to sell to them in the future. Given the huge advantages of CRM, Tradeview grants access to Hubspot’s best CRM. It’ time to get in on the advantage.

Luis Pinto
Sales Manager – Tradeview

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Tradeview Ltd.

Is licensed to carry on securities investment business and is regulated by the Cayman Islands Monetary Authority (CIMA) as a full securities broker-dealer. Tradeview conducts business pursuant to the Cayman Islands Securities Investment Business Law (SIBL) and its activities fall under the direct supervision of the Investments and Securities Division of CIMA.
Headquarters: 5th Floor Anderson Square, 64 Shedden Road, Georgetown, Grand Cayman, Cayman Islands KY1-1002, BWI.

TVM Global Ltd.

Is licensed and regulated by the Labuan Financial Services Authority (FSA) as a Money Broker, registration number LL15870 licensed to facilitate transactions in foreign exchange pursuant to Labuan Financial Services and Securities Act 2010, the Labuan Companies Act 1990 and the Labuan Business Activity Tax Act 1990.
Headquarters: International Business Financial Centre at Office 5, Jamie Business Center I, Unit F10, First Floor, Paragon Labuan, Jalan Mustapha, 87000 Labuan F.T.

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Is licensed as a Category 2 Investment Service Company and is regulated by the Malta Financial Services Authority (MFSA). The Malta Financial Services Authority (MFSA) is the single regulator for financial services in Malta. MFSA is a fully autonomous public institution and reports to Parliament on an annual basis. The MFSA is a member of the European Banking Authority (EBA), the European Securities and Markets Authority (ESMA) and the International Organization of Securities Commissions (IOSCO) and is a signatory of the Multilateral Memorandum of Understanding with other European regulatory Institutions. Tradeview is authorized to provide financial services across multiple asset classes and is passported in the EU/EEA under MiFID II (EU Markets in Financial Instruments Directive).
Headquarters: 157 Archbishops Street, Valletta VLT Malta 1440.

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Is authorized to conduct business pursuant to and in compliance with the General Law of Companies (LGS) promulgated by the government of Peru. Tradeview Financial Markets S.A.C is registered with the National Superintendence of Public Registries (SUNARP), company number 13089531. Tradeview Financial Markets S.A.C provides financial services in selected OTC derivative markets in compliance with all applicable government regulations.
Headquarters: Los Mirtos 239 Urb. San Eugenio, Lince, Lima, Perú.