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Advisors Assistant Adds Activity Planning Integration

Submitted by Technology Tools for Today on September 3rd, 2014


"CAM" System Streamlines Important Data “Interactivity”

Client Marketing Systems, Inc., parent company of the highly popular CRM program Advisors Assistant®, is pleased to announce the integration of the Career Activity Management (CAM) System, and Advisors Assistant.

The CAM System is designed to track and monitor sales activity from the time a person is a new lead through becoming a client.  It specializes in activity and statistical reporting, taking the processes of the famous One Card System and adding all the capabilities of the computer.

Once a prospect becomes a client record in CAM, Advisors Assistant will connect to the CAM Website, log in, and sync the client information with Advisors Assistant, including notes made during the sales process.  This seamless transferring of data saves thousands of keystrokes.

We at Advisors Assistant® and the CAM System believe “Interoperability” is quickly becoming a hallmark of high-performance financial organizations. This new enhancement now provides the establishment and updating of client records in Advisors Assistant with just a few clicks.

“CAM is the perfect complement to the Advisors Assistant CRM because it keeps those all-important call and contact statistics.  CAM provides goal setting and monthly and weekly activity planning, including reports about leads or cases in progress and who should be called next.  Once the person is a client, Advisors Assistant takes over with all of the service and product tracking.  Best of all, the data transfer is seamless!” says Pat Dempsey, President and CEO of Client Marketing Systems.

About Client Marketing Systems, Inc.:
Client Marketing Systems, Inc. has provided software for the financial services industry for 29 years. Advisors Assistant® is a powerful yet easy to use Client Management System which combines CRM with optional Insurance Management and Portfolio Management modules. The goal of Client Marketing Systems, Inc. is to provide financial advisors with a client management program which will increase their sales as well as help run their offices more efficiently. Advisors Assistant® has been upgraded over the years by listening to and incorporating its users’ suggestions.

About Career Activity Management, LLC:
The Career Activity Management (CAM) System™ is a complete practice management system that will allow you to analyze and manage your practice by tracking goals, activity, production, inventory and relationships. It provides a complete range of reports, analytical tools and charts; everything you need to organize and maximize your practice.

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