This free survey is powered by QUESTIONPRO.COM
  1. Surveys
  2. 2009
  3. October
  4. C
  5. CRM and BranchNet Integration - Survey

CRM and BranchNet Integration - Survey

 
 
Welcome! LPL is considering the integration of a Customer Relationship Management (CRM) solution. We appreciate your participation and feedback as we work through the process of evaluating solutions to best support your environment and needs.

Thank you very much for your time and support.
 
 
 
Name
   
Rep ID
   
 
 
 
What is your primary role in your Branch office?

 
OSJ
 
Advisor
 
Assistant
 
Other
 
 
 
 
Please rate the following five questions on a 1-5 scale (with 1 being not valuable and 5 being extremely valuable).
 
 
Please rate the value of single sign-on from CRM to BranchNet and visa versa.

What is single sign on?
To access either system (CRM or BranchNet) you would sign on only once with bi-directional access. Meaning, you could log into the CRM and seamlessly access your BranchNet data without a separate BranchNet sign on process or visa versa.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Single Sign On
 
 
Please rate the value of contextual linking from CRM to BranchNet.

What is Contextual Linking?
When viewing a CRM client record and associated list of their accounts, you would be able to drill into BranchNet’s account details by clicking on a link in the CRM.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Contextual Linking
 
 
Please rate the value of client data aligned between CRM and BranchNet.

What is Client Data Alignment?
Currently, client level data is stored in BranchNet Client Groups. Our goal is to set up a two way sharing of the BranchNet Client Group information to assist in client data matching, keeping the CRM and BranchNet client addresses, phone numbers, etc. aligned.

Note - BranchNet Client Group updates does not include other BranchNet systems such as the new account opening process.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Client data aligned between CRM and BN
 
 
Please rate the value of operational data alignment.

What is operational data alignment?
Through single data entry, client information entered from CRM could be available for direct use in the BranchNet system without the need to re-key / re-type the information. For example, the CRM client information would automatically populate into the BranchNet new account opening process.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Operational Data Alignment
 
 
Please rate the value of viewing account balances from CRM.

What does viewing account balances in CRM entail?
BranchNet could transmit account balances for each client to the CRM on a nightly basis. Inside the CRM system, account balances will be shown for each account and be available for aggregation and analysis in the CRM at the Client, CRM Group, and Advisor levels.



1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Account Balances transmitted to CRM
 
 
 
Please rank the following proposed functionalities in order of importance (1 being the most important, 2 being the second most important, and so forth).


Single Sign-on
Client data aligned between CRM and BN
Operational Data Alignment
Contextual Linking
Account Balances transmitted to CRM
 
 
 
Please rate the following three questions on a 1-5 scale (with 1 being not valuable and 5 being extremely valuable).
 
 
Please rate the value of viewing position data from CRM.

What does viewing position data in CRM entail?
Position data could be delivered on an overnight basis to the CRM system and will correlate to each CRM client. In the CRM system, the information could be displayed and be available for aggregation and analysis at the account, client, CRM group and Advisor levels.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Position data within CRM
 
 
Please rate the value of viewing transaction data from CRM.

What does viewing transaction data in CRM entail?
Transaction data could be delivered on an overnight basis to the CRM system and will correlate to each CRM client.

1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Transaction data within CRM
 
 
Please rate the value of viewing commission, fee and revenue data from CRM.

What does viewing commission data in CRM entail?
Commission data could be delivered on an overnight basis to the CRM system and will correlate to each CRM client. In the CRM system, the information could be displayed and be available for aggregation and analysis at the account, client, CRM group and Advisor levels.


1- Not Valuable 2 3 - Neutral 4 5 - Extremely Valuable
Commission/fee/revenue data within CRM
 
 
 
Please rank the following proposed viewable data in order of importance (1 being the most important, 2 being the second most important, and so forth).


Position data
Transaction data
Commission data
 
 
 
Please indicate which system your office currently uses to manage contact information and relationships. Please choose 'No CRM System' below if you do not use contact management system.


 
No CRM System
 
ACT
 
Advisors Assistant
 
Bill Good
 
EZ-Data (Smartoffice)
 
Goldmine
 
Outlook
 
Redtail
 
Salesforce.com
 
Other
 
 
 
 
How long have you been using your current CRM system?


 
< 1 Year
 
1-2 Years
 
3-5 Years
 
6-8 Years
 
9+ Years
 
Other
 
 
 
 
Did you have to convert data from an old CRM system to the new CRM system?


 
No
 
Yes
 
 
 
What resources did you utilize when converting your old CRM data to the new CRM system? (Select all that apply)


 
In-house
 
Professional Service
 
Other
 

 
 
 
How long did the conversion process take?


 
< 1 Week
 
1-3 Weeks
 
1-2 Months
 
Other
 
 
 
 
What form of training, if any, did you have throughout the conversion process? (Select all that apply)


 
N/A
 
On-site Technical Trainer
 
Manuals Handbooks
 
On-line Support
 
Web-Ex Demos
 
Training Courses
 
Other
 

 
 
 
Please estimate the per user monthly cost of your CRM system?


 
<$25 (per user)
 
$26-$50 (per user)
 
$51-$75 (per user)
 
$76-$100 (per user)
 
Other
 
 
 
 
Based on your current CRM environment, please indicate how others in your branch office view your client or prospect information.


 
All information is shared and visible within the office
 
Information is partitioned and visible based on permissions
 
I do not share any information with others in my office
 
Other
 
 
 
LPL is exploring the possibility of offering a web based CRM system focused in financial services in the near future. The initial offering could occur immediately and the BranchNet integration would follow approximately six (6) months later.

On a scale 1-5 (with 1 being not likely and 5 being extremely likely), please rate the likelihood that you would subscribe to a CRM system offered by LPL.


1 - Not likely 2 3 - Neutral 4 5 - Extremely likely
Subscribe to LPL CRM Offering
 
 
 
The Financial Service focused CRM system which LPL is considering to offer would include a robust suite of functionality including integrated workflow to support the office, direct email capture, and mobile access. Based on this offering what monthly price would you be willing to pay per user. Please also share what your expectations are in terms of what needs to be included in your price.
   
 
 
 
Please indicate which, if any, of the following concerns you might have should you decide to transition from your current CRM system to a third party offering through LPL.


 
N/A
 
Training
 
Staff adoption of CRM
 
Existing CRM data migration
 
Other
 

 
 
 
Are there things we haven’t considered that you would like to see in a BranchNet to CRM system integration?
   
 
Survey Software Powered by QuestionPro Survey Software