Pros
Advertising - Marketing Team work hard to bring in clients for advisors They Try to put clients first
Cons
Company has just moved to a sales force tracking system that is not intuitive. Many of Employees will tell you that they are growing, this may seem good however the ability of the current technology team or help desk are not able to respond or help with how to run sales force . I have been in this industry for many years and I have never seen a CRM system so complex and convoluted. Many of the developers who put sales force in place are not receptive to input from the employees. Many of the employees who use the sales force system are asked to change the processes that they have learned the month before. Many simple tasks tha would take a matter of minuets at other firms will take 10 to 20 minuets to complete. There no universal or standard way to update a task each Advisory team uses different ways to name accounts or types.