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:
- Automates scheduling of appointments, meetings and phone calls
- Automates special follow-ups (e.g. birthdays, anniversaries)
- Automates tracking of all client and prospect communications
- Allows full features & customization for your growing business
- Benefits by functional input from top financial advisors
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 time saver,” 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:
- Fully featured and customizable.
- Seamless integration with GoldMine add-ons.
- Dedicated Support Staff.
- Regular Updates and Feature Enhancements.
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.
Click here for screenshots or click the button below for demo and pricing.
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.