Videos Showing Three CRM Workflow Engines

Saturday, November 07, 2009 07:20
Videos Showing Three CRM Workflow Engines


At this afternoon’s webinar at 4 p.m. ET, Blane Warrene, an operations consultant, talked about how advisory firms can embed their processes in their CRM.

This Website Is For Financial Professionals Only

This is the single most important way to improve your efficiency, scalability, and client service.

To help Blane illustrate how you embed your processes in CRM systems, 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 their software handles input and workflows.






Blane also provided three template workflows for Prospecting, Converting Prospects, and Preparing for client meetings. The three processes are part of A4A’s Advisor rewards Program.

To see if you are eligible to download the processes, click on "Account" and then the "Rewards" tab.

Comments (2)

golden mesa
Could you please repair the redtail video?
Golden Mesa , November 09, 2009
If you are having difficulty viewing the Redtail video, please try accessing it directly at
JimVoss , November 12, 2009

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