The CRM Seminar Series (On-line Registration)

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Seminar Select one or BOTH according to location:
  Please register me for the COMPLIMENTARY Seminar on November 28th in Mississauga (28th on-line registration is CLOSED - call 877-769-3769)
  Please register me for the COMPLIMENTARY Seminar on November 30th in Richmond Hill.
 
Training Maximizer Training and lunch ($199)
  Please register me for the Maximizer Training Session on November 28th in Mississauga (28th on-line registration is CLOSED - call 877-769-3769)
  Please register me for the Maximizer Training Session on November 30th in Richmond Hill.
 
Rain Check Would you like to join us next time?
  I am unable to attend - please notify me of your next date (complete the form below)
  If you are unable to attend the current seminar date, when would you like to attend our next seminar.
 
 
To REGISTER - as checked above, Please provide the following information:

Contact Information

First Name

Last Name

Position

Company

Street Add

Add line 2

City

Province

Postal Code

(Capital letters please with a space)

Phone

(10 characters - no spaces/hyphens)

Email

 

What is your back office system?

What number best represents the number of clients you manage?

None  100   250   500   1000    >1000

What is the approximate size of your book? 

 

Customer Service and Technology

List your top 5 Fund Companies and the respective representation in your book (approx.). 
Fund Held Percentage of Book
%
%
%
%
%
  (Should total 100%)
 

In what areas would you like to see SPECTRUM INVESTMENTS  improve or add value:
Performance Technology Marketing/Promotions
Fund Selection Training for Software Client Communication
Returns Training for Hardware Client Appreciation
Fee Structure Internet/Email Client Education/ Events
Communication Seminars External Marketing

 

To better serve you, please select the appropriate answers to most accurately reflect your situation:

Are you using a Contact Manager (i.e Act!, Jana, Maximizer) ?
No   Yes

If YES, do you use it to manage a process?
No   Yes

Are you satisfied with your organizational procedures? (i.e. new client process/annual review etc)
No   Yes

Would you like assistance with organizational procedures? (i.e. new client process/annual review etc)
No   Yes

Integration:  Would you like to easily/ automatically transfer information between programs (i.e. update your contact manager with back office data such as net worth.)?
No   Yes

Are any of the below qualities of interest to you or your organization?
No   Yes - which ones: 

Training/consulting Demonstrations Automation
Contact Mgmt Training Maximizer Demo MS Office upgrades/purchases
Morningstar Training Goldmine Demo Automation 
Fund Profiler Training Centralized Fax Demo Integration
Palm Pilot Training Hardware Solutions  Reporting
Other: 
 

Which of the following products do you currently use? (You may select as many items as are appropriate.)

Mutual Fund Data CRM Technology Other
Bell Charts Maximizer Office 97 
PALTrak Goldmine Excel 
Fund Profiler Bill Good Other manual tracking system
Globe Hy Sales Act! Office 2000

 

Comments: Please enter any additional comments regarding product, service or this survey:

 

REGISTRATION SUBMISSION

I have filled out the survey, and wish to attend - Register me!

My contact information is completed and accurate.

If you wish to contact us, we can be reached at our Ontario offices: 

PowerAssist (877) 769-3769, or crm@power-assist.com 

Spectrum (877) 876-8786, or michael_lindblad@spectrum.com 

PowerAssist Technologies Inc.
Copyright © 1998-2000 PowerAssist Technologies Inc.  All rights reserved.
Revised: November 09, 2004.