Customer Relationship Management [CRM]

As the business world moved from paper to computers in the 1970s, Customer Relationship Management [CRM] emerged as the new way of keeping and managing customers. Elaborate symposiums, corporate events, customer entertainment and business gifts were replaced by software. Today, thousands of companies, with millions of users, makes the CRM a multi-billion dollar industry. Good marketing has turned the CRM into software that is considered as essential to good business as an accounting system.

Mistakenly, the CRM also assumed the role of being the system that gets new customers too. This is only true if getting new customers does not involve procedural sales. If new customers are generated by brand awareness, brand ambassadors and customer desire, a well-used CRM will generate lots of take-it-or-leave-it sales to those customers. When it comes to procedural sales, all the CRM can do is generate leads and help to create awareness. Used correctly, the CRM can help build relationships, create brand awareness, and do lots of other interesting things for a business. But it won’t close a single procedural sale.

The CRM has a place in finding potential customers and keeping existing ones, but in procedural sales, the Deal Maker System is the system that produces consistent, measured and quantifiable sales results. If you are constantly looking for new customers, a CRM might help to find and keep them, but it is the Deal Maker System that turns them into customers.

Commitment to U.S. Customers

All our SaaS services are designed and optimized for U.S. users, ensuring compliance with domestic regulations, financial standards, and data security protocols. Our platform supports U.S. currency, taxation rules, and market structures, making it a reliable and effective tool for American investors and financial professionals.

The Engagement Process

After making contact with Deal Maker System®, an appointment will be arranged with one of our Specialists. Typically, this is a 30 minute call. The Specialist will get a clear understanding of your business and your requirements. Afterward your requirements will be summarised in an email. Upon confirmation of our understanding the Specialist may ask for documentation to support your application.

Upon receipt of the requested documentation the Specialist will prepare a proposal for you. If agrees in principal with the being sought, they will issue a quotation.

A team member will then call you to explain this document in detail. You may then confirm the documentation and once approved you will be set up on Deal Maker System®.

1

Initial Call

2

Summary of Requirements Email

3

 Confirmation of Understanding

4

Any Supporting Documents

5

Review of Documents

6

Documentation Issued

7

Call in Relation to Documentation

8

Confirmation of Approval

9

Set up on Deal Maker System®