The only GoldMine® overlay made BY financial advisors FOR financial advisors.
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Why use Breaking Away?
In a nutshell, to break away from mundane tasks and to break away from your competition. How does Breaking Away accomplish this?
Breaking Away is a CRM overlay for GoldMine from FrontRange Solutions that:
CRM Case Study: An 80% reduction in workload!
Jane, a marketing associate for PEAK Training, said her workload declined by 80% as a direct result of using Breaking Away.
“Automating the key components of our Love Affair marketing process was a major timesaver,” she says.
The system now automatically schedules client birthday and anniversary calls on each advisor’s calendar, e-mails vendors to send out gifts, and writes a history record to show that a gift has been sent.
“We even automated the creation of appointment sheets, which always contains a wealth of background information about our clients” Jane adds.
Are you ready to break away? Click for Pricing & No-obligation Demo today ►
Here’s Some of What You Get With Breaking Away:
The ability to FOCUS on what’s truly profitable for your business, without having to worry about all the mundane routines it entails... that’s the key to Breaking Away.
Add to that the full support of a leading IT services provider and you can see why you can’t lose. Find out today how Breaking Away could be tailor-fit to your business needs.
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Ready to see Breaking Away for Yourself?
One of our CRM experts would be happy to walk you through a live, no-obligation demo of Breaking Away and provide a custom quote to implement Breaking Away in your organization. Just click the big green button below!
Questions about Breaking Away or CRM in general?
Call Ticomix today and speak with one of our Breaking Away or CRM experts at 779-423-6200.