205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

The Efficient Advisor: Tactical Business Advice for Financial Planners

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CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?
In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:

Streamline processes
Enhance efficiency
Drive growth
Deliver high-level, consistent client service

Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!

So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!

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LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here

Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Chapitres

1. 205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen (00:00:00)

2. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:24:07)

3. (Cont.) 205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen (00:24:41)

249 episodes

#Entrepreneur #Business #Marketing #Libby Greiwe