CRM Implementation, Optimization, & User Coaching

Our Services
We know that many Canadian wealth management practices see CRM as an expensive, often complex and clunky toolset that is difficult to use and even more difficult to change or improve. We agree. CRM is often all of these. Our focus is to reverse this perspective.
Our approach is first to help our clients see what is possible with CRM. What can be achieved and how it can effect your client relationships and your bottom line. Once we have a shared understanding of the possibilities and the upsides, we get to work to convert possibilities into reality. The results of our work are newfound revenue opportunities, more efficient paths to traditional revenue generation, decreased manual administration work, stronger client relationships, more time to strategize and increased enjoyment beyond work.
Trusted by Leading Wealth Managers:





CRM Roadmapping
Whether you're new to modern CRM or you have a CRM already, we'll get together with your team to determine what's happening in your practice today, where you want to be tomorrow and how CRM can help.
We'll then develop a CRM Roadmap that is designed specifically for your practice and your team. Your CRM Roadmap lights a path to your CRM and business success by assembling the optimal mix of services to meet your specific needs, timing and budget.

CRM Selection
When it's time for you to select your first CRM or to replace your existing CRM, the team at Tacklebox will help you define your needs and review the different CRM toolsets available to Canadian wealth managers.
We'll test the prospective platforms against your list of needs so that we can work together to arrive at a platform that looks and works the way you want it to.

CRM Configuration and Optimization
Our team will set up your new or existing CRM database to meet your specific needs for the way you work with your clients. We'll also build your digital, visual workflows that replace much of your manual tasking with automation.
And... we'll train your team to use the new CRM features and automated workflows.

CRM Coaching
Even if your CRM is set up the way it should be to meet the needs of your team and your clients, it will only work well if your team knows how to use it properly.
We'll train and support your team following the curriculum laid out in our guide, "Wealth Management CRM Best Practices for Canadian Practices". Your team will receive the training they need to maximize their skill and knowledge while substantially improving ROI on your CRM spend.
Strategic Partners




