When you work as a financial planner, client relationships are at the heart of everything you do. After all, it’s important for a client to trust you when you are dealing with their money. iPlan’s biggest challenge was handling a growing database of clients, each with individual priorities and desires, with a relatively small team of just six people.
What’s more, iPlan’s approach to email campaigning was messy. They wanted to keep their clients in the loop with the latest news, but having to use different systems to write, personalise, send, and analyse their mass marketing was inefficient and unsophisticated.
At first, they tried to implement some larger CRM systems like HubSpot. However, they found that they were too large and overly-complicated for what they were trying to achieve. The iPlan office needed a simple, but comprehensive CRM system within which they could store and keep on top of their data.
