Gorilla CRM

In 1986, we introduced a CRM System before the word "CRM" existed. Gorilla® is the original CRM system. Since 1986, we have mastered Customer Relationship Management in financial services, one of the toughest industries in the world. Many have tried. We are the survivors. Many of the top financial advisors in the United States and Canada made it to the top rung using the Gorilla CRM System.

  Find out about the Gorilla CRM System including major software enhancements

Bill Good Presents...

A guided tour of the Gorilla CRM system and the major enhancments in the 4.0 release.

Breakthrough Features

As you take Bill's guided tour, ask, "Can I do that?" If not, call us at 800-678-1480 x1294.



Eyewitnesses State New Release of Gorilla® Is Spectacular!
The newest release of Gorilla merges together the latest technologies with advanced intuitive features, easily allowing advisors to maintain strong relationships with their clients and prospects.
Having spent the last couple of years in development, the messaging core of Gorilla has been rewritten in the cutting edge Microsoft®.Net platform—this allows Bill Good Marketing® to offer features not currently offered elsewhere.  In addition, we have made a major breakthrough in information management, as well as enabling you to completely customize your database.  You just have to see the demos here.  If you like, start with the demos for Gorilla 4.
A handful of the new features include:

  • 1-click browsing and searching of the entire Letters Library® from within Gorilla. Additional click installs letters for immediate use.
  • Easily send messages by least cost channel—first email, then fax, then email.
  • Complete control over outgoing messages including printer selection, sending to one or multiple contacts, and ability to easily search to select the right message.
  • Automatic documentation of all Outlook incoming and outgoing email.
  • And much, much more that was already part of the best CRM in financial services.

Now, those are features. What are the benefits?!

Do you remember the #1 industry complaint?  No contact!  Some never hear from their advisor unless they are being pitched—how callous.

So why do we go through all this hassle?  To build the Trusted Advisor Relationship!!

The perception your clients and prospects have of you travels along this relational bridge, and time has proven this includes three pillars.  You must be perceived as:

  • An expert versus just a layman (interest-driven drip)
  • A good citizen versus just a financial sales person (values letters like Thanksgiving, etc.)
  • A caring, well-mannered individual, almost a member of the family (birthday letters, etc.)

So if you are not sending out a balanced letters diet related to these three areas—in addition to 90-day phone calls, educational workshops and thank-you events, and WOWing your clients through annual reviews, etc.—then you may well already be vulnerable, especially given these times of market tumult.

Letters work:

  • Randy made $110K from one letter.
  • Judy and her team made over $30K from one letter.
  • Dollars to donuts, you'll make money, too!

I could go on and on with more stories, but you must be convinced for yourself.  Let's get together soon and plan an events and mailing calendar for 2009. 

Bill Good writes a monthly article for Research Magazine Click Here to find an archive of Bill's most recent articles.
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DALBAR, Inc., the premier provider of market research in the financial services industry recommends the Bill Good Marketing System for any advisor whose practice contains "pockets of weakness." Click Here to hear a discussion between Lou Harvey, President of Dalbar, Inc and Bill Good.
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