CRM Services

Maximize the full potential of your CRM.

Your CRM is one of the most essential technology tools in your practice.

Customer relationship management (CRM) software is a necessity — and a big investment — that helps you efficiently manage your client relationships. Yet your data changes constantly, and without regular maintenance, your CRM can lose its utility and effectiveness. And, let’s face it, there are many aspects of your CRM that you may not be using to its fullest capability.

LPL’s CRM Services is a full-service offering that includes both consulting and hands-on implementation support to help maximize your software investment, boost utilization to its full potential, and increase efficiency to drive growth for your practice.

CRM Services’ experienced technology consultants and analysts will work with you to:

Provide guidance to deepen your understanding of your CRM and build your confidence
Organize, configure, and customize your CRM
Teach you how to enhance your CRM efficiency

89% of advisors feel they are not making use of, or could be making better use of, their CRM.

^{Source: LPL Financial, Technology Consulting & Solutions Advisor Survey, September 2022}

Why CRM Services?

Increase productivity

By consulting on your CRM and implementing updates, you can streamline processes, so you’ll spend less time navigating the system.

Customization and personalization

We'll work closely with you to adapt your CRM to your specific needs, including setting up automated workflows, customizing data fields, and integrating essential tools.

Stronger client relationships

A streamlined CRM ensures you keep track of interactions and details more effectively, so you won't miss a follow-up, task, or opportunity with your clients and prospects.

Explore engagement options

Choose from package and standalone engagements. These can be combined based on what you need and are one-time engagements, not a subscription.

CRM Engagement Packages

These six-week engagements are collaborative and high-touch to help you achieve your goals.

Fundamentals

Great if you’re just starting to use a CRM or transitioning your CRM.

$2950 one-time fee

Program Overview:

STEP 1

Consult with you and review your CRM to:

Guide you on how to use popular features of your CRM
Ensure your data is integrated between CRM and ClientWorks
Understand your current CRM process

STEP 2

Help you build a foundation by implementing improvements to:

Customize client data fields
Set up tasks and activities

Efficiency

Turn time constraints into scale opportunities.

$2950 one-time fee

Program Overview:

STEP 1

Consult with you and review your CRM to:

Define your CRM process
Conduct integration analysis

STEP 2

Help you increase efficiency by implementing improvements to:

Customize client data fields
Standardize managing tasks and activities
Install LPL workflows
Compare data between your CRM and ClientWorks for cleanliness

Schedule a consultation

Growth

Turn your CRM into a growth catalyst.

$2750 one-time fee

Program Overview:

STEP 1

Consult with you and review your CRM to:

Define your prospecting process
Review your opportunity and pipeline tracking

STEP 2

Help your CRM be ready for growth by implementing improvements to:

Standardize your prospecting tasks
Develop prospect reporting
Develop marketing integrations and triggers

FREE DOWNLOAD

Maximize Your CRMs Potential: Download Your Workflow Guide

Create workflows to standardize a repeatable process that helps you efficiently manage tasks like client onboarding, reviews, and service requests. By using workflows in your CRM - whether you use Redtail or Wealthbox - you can:

Automate routine tasks and reduce manual follow-ups, saving time and increasing efficiency.
Deliver a consistent client experience across your business processes, improving satisfaction.
Assign and track tasks to ensure everyone is on the same page.

Request your free CRM workflow guide today!

Don’t have time right now for one of our engagement packages?

Choose from standalone engagements that offer shorter time frames to meet your specific needs if you need to:

Build your data foundation
Prepare your data for action
Streamline CRM efficiencies

Schedule a consultation to discuss your need with a technology consultant.

Let's Talk

FAQs

How long is an engagement with CRM Services?

The target timeline for the Fundamentals, Efficiency, and Growth packages is 6 weeks. CRM Services also offers standalone engagements offered outside of those packages that vary in time depending on the engagement type.

What is my weekly time commitment during the engagement with CRM Services?

For the Fundamentals, Efficiency, and Growth packages, you will meet with your technology consultant and analyst for 30 minutes weekly. The engagements are highly collaborative to ensure your CRM is optimized for how you use it for your business, so you may have 30-60 minutes of to-dos to accomplish each week.

Will this be a recurring or one-time cost?

Each engagement, whether a package or standalone, is a one-time fee.

Will I be charged for adding CRM Services as a user to my CRM?

If you’re using Redtail there is no charge to add CRM Services as a user. If you’re using Wealthbox, the account owner will initially be charged to add CRM Services as a user but will be reimbursed after the engagement ends.

Who will I work with during my CRM Services engagement?

CRM Services is uniquely positioned to support your practice. You will work with an LPL technology consultant and analyst with deep knowledge of Redtail and Wealthbox, a broad understanding of how these tools interact with ClientWorks and 3rd parties, and intimate knowledge of how LPL firms work.

Ready to determine if CRM Services is right for you?

Schedule a call with a Business Solutions consultant.

Let's Talk