Surveys
2014
November
C
CRM Nov 2014

CRM Nov 2014

LPL Financial User Feedback Survey

As we look to integrate CRM features into our technology, we are conducting a research study to enhance the advisor experience.

This study includes a 15 minute survey to help us better understand how you use your current CRM, what features you care about, and what are the ways we can better integrate CRM technology into ours to enhance your experience.

Your feedback will help us greatly as we continue to refine, enhance, and create technology that delights our customers.

Start the survey now by clicking on the Continue button below.

1. What CRM do you currently use?

RedTail

SalesForce

Goldmine

Outlook

Junxure

ACT

Ebix CRM

I currently do not use a CRM

Other

2. Please indicate how often you use the following functionality in your CRM

Frequency of usage[,]

Several times a day

Daily

Weekly

Monthly

Quarterly

Less often than quarterly

Never Use

Track communications

Maintain essential client information

Track client issues, activities, or problem resolution

Manage prospects / pipeline

View client accounts / holdings

Forecast sales

Share corporate calendars

Automate tasks and workflows

Generate customer related reports

Access CRM capabilities via mobile app

Broadcast/send emails to targeted customer or prospects groups

3. What other CRM capabilities, if any, do you use daily or several times a day that is not mentioned above?


Capability 1

Capability 2

Capability 3

4. As we consider integrating CRM capabilities into ClientWorks, please rank how useful the following features would be for you (Drag and drop the most important to the top).

	Drag your choices here to rank them
Synchronize all client data across your CRM and ClientWorks See upcoming CRM events when bringing up a client record in ClientWorks See tasks and follow up items when bringing up a client record in ClientWorks See client profile data from CRM (household, address, email, etc) when bringing up a client record in ClientWorks See client's social media from CRM in ClientWorks

5. What other CRM capabilities would you like to see integrated into ClientWorks?


Capability 1

Capability 2

Capability 3

6. Would you like to participate in our more in depth research study regarding CRM integration with ClientWorks? If so, please select which of the following you would like to participate in:

One hour phone interview

Allow us to visit your office for half a day

7. What is the best number to reach you?

Phone :