Videos Showing Three CRM Workflow Engines

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.

{wmv width="600" height="480"}Junxure Workflow Overview{/wmv}



{mov width="600" height="480"}RedtailWorflow Overview{/mov}



{avi width="600" height="480"}XLR8 Workflow and Checklists{/avi}


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.

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