8020platform.com is an on-demand Customer Relationship Management (CRM) solution vendor.

8020Platform specializes in providing business development, practice management and marketing solutions to the business community. 8020Platform provides business practices to the financial services industry, entrepreneurs, small businesses and sales professionals through the 8020Platform BDRM.

The company was founded in 2003 by Duncan MacPherson and David Miller after a successful multi-year strategic alliance between their two original firms, Duncan MacPherson and Associates and Mindset Systems and Solutions.

In 2006, the company did a rebranding which saw it's paretoplatform brand become the 8020Platform.

The Pareto Principle

Duncan MacPherson says his software is a philosophy—a way to connect with a client rather than a list of boxes to check. “Most CRM puts a huge emphasis on functionality that’s not relevant to the advisor,” says MacPherson. “You hear people say CRM fits neatly on a dashboard. We wanted to help advisors keep and attract great clients.”

Naming its software after the Pareto Principle was no accident. Vilfredo Pareto, an Italian economist, posited that 20% of the people owned 80% of the wealth in his country in 1906. Dr. Joseph Juran, an engineer, borrowed Pareto’s idea 40 years later, twisting it to create a new theory positing that 20% of effort creates 80% of the results. This is the version MacPherson refers to when describing how his software works, and how an advisor’s team should be working to get the best, or most profitable results, for the firm. “We want an advisor to know what he gets paid to do, and what his team is responsible for doing,” says MacPherson.

The online program is linked to organizational charts, updates compliance concerns automatically, and pushes forward reminders of what needs to be done for a client before a meeting. It also creates separate windows so an advisor can see what his team has done—or needs to do.<ref> Contact Point
The right CRM software puts the advisor at the center of the client relationship By Lauren Barack</ref>

8020Platform Products

8020Platform - Proven Strategies

Proven Strategies is an offering from 8020Platform that lets users access personalized business development center and recieve a proven, actionable business development strategy from an industry leader every two weeks.

These strategies are field-tested strategies, designed for rapid deployment and quatifiable results, and can be used by users to customize practice management dashboard.

8020Platform - BDRM

The 8020Platform BDRM (Business Development Relationship Management), also known as the paretoplatform, has the same features of Proven Strategies with complete integration into 8020Platform's CRM (Client Relationship Management) solution specifically designed to help clients take their business to the next level.

Notes

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See also

Customer Relationship Management

Web application

External links

8020platform.com Main site.