I really can’t get used to my CRM system. I know brokers need a CRM to manage clients, but still I realy don’t get comfortable with it. Poor user interface. Not user-friendly. Can I ask my broker to change to another one? How about yours?
Are you an IB or white label broker or something? Or does CRM mean something else and I’m confused?
Or do you mean just trading platform, so web-based, versus standalone program you need to download and install?
More details please.
Maybe it’s even better that you can’t get to your CRM system. It anyway is not as good as CEM. CRM is focused mostly on experience relationships with customers. I would rather recommend you to focus on cem than using CRM. Anyway, it depends on your business plan and the goals you want to achieve in your business and your career. Let me tell you more about CEM because I have been using this software in my company for three years. And I think this is the best software for analyzing the customer’s needs and receiving feedback from them. All these are keys to improving and developing your business.
I had the same thing happen to me. The friend needs to come to the realization on his own terms that most people on IM Academy make their money from recruiting, especially the big gurus that people live trade with. Once he starts bleeding money or when he loses friends from trying to recruit everybody, eventually he’ll see the light. It’s hard to watch but sometimes people have to learn the hard way.
[Edited for a Forums Violation]
Thanks to all of you for your valuable comments.