S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

Digital Marketing 4FP (for Certified Financial Planner Professionals)

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4y ago 38:52

MP3•Maison d'episode

Oliver and Jake talk about CRM best practices for you and how you manage your prospects. Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team. Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort. Handwrytten app - https://www.handwrytten.com/ Sendoutcards app - https://www.sendoutcards.com/app Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/ Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/

36 episodes

#Digital Marketing #Tech #Digital Marketing 4 Financial Planners #Digital Marketing 4FP #Industries #Business