Embedding Processes In Your CRM

Blane Warrene
11/06/09 4 PM EST
1.5
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An effective CRM system is essential to successful practice management. It helps you track and improve client service and manage your support staff.

But to maximize this technology, you need to embed processes into your CRM system. In this session, Blane Warrene, a technology and operations consultant to financial advisors, will show you how.

Warrene has 18 years of experience in broker/dealer and RIA technology and operations, focusing on investment and insurance systems integration, broker/dealer operations management, process design and implementation, and strategic planning.


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1.5  (101)
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(Updated: November 05, 2009)
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4.0

Great introduction as to WHY CRM.
I am looking forward to using the tips in my workflow process gathering. Thanks...very helpful and realistic overview.

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(Updated: November 05, 2009)
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4.0

Good, and because we've been looking at CRMs this was not new information. Perhaps when we get the docs from a4a some of the steps documented will add additional value.
Nevertheless, it was good -- thank you!

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(Updated: November 05, 2009)
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4.0

This one was very informative. A lot of territory to cover in an hour.

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(Updated: November 05, 2009)
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3.0

The material is great. I was hoping to learn how to set up the Retail CRM with process steps.

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(Updated: November 05, 2009)
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4.0

Would have been nice to see the demonstrations

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