For Advisor By Advisors - Interview with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting - Why a Custom CRM System is Better and Needed When Switching CRM Systems?
Manage episode 355472213 series 3380761
In this episode, we talk with Stephanie Dannebaum, Founder of CRM implementation Consulting known as Stephanie Dannebaum Consulting. We went over the different CRM systems out there and what makes a custom CRM solution better for most firms. We also talked about transferring from using one CRM to another CRM system and why it is important for them to be customized per usage. I hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
84 episodes