Embedding Processes In Your CRM
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.
User reviews
scoyle12
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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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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!
lynng913
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This one was very informative. A lot of territory to cover in an hour.
daniely951
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The material is great. I was hoping to learn how to set up the Retail CRM with process steps.
stanleys281
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Would have been nice to see the demonstrations
