There has been a lot happening lately on my Road to Independence journey. First, a few weeks ago I was considering moving my office to my home. That will become a reality by year-end. Next, the company that hosts my Website is shutting down its server in a few months. Therefore, I will need to move the site. That's not necessarily a bad thing as I have wanted to make several improvements. Finally, since I will be saving about $1,500 a month, it's a good time to make some other changes. Let's begin with number three.
CRM on the Cloud
I think it's about time to discontinue Act! in favor of a cloud-based CRM system. I plan to go with Salesforce.com's wealth management platform. It includes numerous bells and whistles and integrates with several other programs. Currently, I have a client portal through Make it a Great Day (MIAGD). MIAGD’s offerings include a client portal, free online Webinars (for fewer than five participants), and a few other items. The company also build custom Websites which are very nice. Currently, I use itsportal with my site. The problem with that arrangement is that it's very cumbersome to upload client documents. To remedy this, I plan to subscribe to Net Docs, which integrates with Salesforce.com and includes a built-in client portal. I'll have to find another way to conduct Webinars.
New Website and Home Office