Real Financial Professionals Blog

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Consumer Tips

See Three CRM Workflow Engines Today At 4 ET

Friday, 06 November 2009

Super User

Consumer Tips

At this afternoon’s webinar at 4 p.m. ET, Blane Warrene, an operations consultant, is going to talk about how advisory firms can embed their processes in their CRM. This is the single most important way to improve your efficiency, scalability, and client service. To help Blane illustrate how you do this, I asked three of the leading CRM vendors specializing in the independent advisor market (Junxure, Redtail, and XLR8) to provide two-minute videos showing how you use theirn software to embed your workflows. We’re going to show each of the two-minute videos at Blane’s presentation today and post them for members of advisors4advisors. Register for today’s webinar here.

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