Modules included in the deal are campaign manager, to help ARs market to their existing client bases, and performance explorer, the data analysis and reporting tools suite.
HLPartnership and Mortgage Support Network have made the 360 Dotnet CRM system’s suite of marketing modules,which arenormally paid for, free to members for the next 12months.
Modules included in the deal are campaign manager, to help ARs market to their existing client bases, and performance explorer, the data analysis and reporting tools suite.
Neil Hoare, commercial director of MSN and HLP, said: “One of the key messages from the workshops was the importance of maintaining regular contact with customers.
“What better way to do that than through the 360 Dotnet CRM system, which has already proven to be one of the most powerful tools in the market.
“We are underlining our commitment to our members by providing the service free of charge in order to encourage more to adopt it as their system of choice. Technology is not something which we need to fear as advisers.
“Instead, it offers all of us the opportunity to link our human understanding and knowledge of the mortgage and protection sector with the kind of technology which can revolutionise the way we all interact with customers, providing them with closer contact, more information and the ability to meet their needs without having to seek help anywhere else.”
The additional modules are at the heart of a concerted campaign to help members revolutionise the interface with their customers and promote a positive and regular dialogue.
The networks took up the system in 2015 and launched technology and marketing seminars in January.
