Webinars
Event
- Category:
- Financial Advisor Webinar Series
- Title:
- Embedding Processes In Your CRM
- Presenter:
- Blane Warrene
- Company:
- Advisors4Advisors
- When:
- 11/06/09 4:00 PM EST
- Slides:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
 |
3.9 (101) |
Description
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.
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Average user rating from: 101 user(s)
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0 of 0 people found the following review helpful
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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Reviewed by scoyle12November 06, 2009 View all my reviews Report this review |
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0 of 0 people found the following review helpful
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! |
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Reviewed by NewgroundNovember 06, 2009 Top 500 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
This one was very informative. A lot of territory to cover in an hour.
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Reviewed by lynng913November 06, 2009 Top 500 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
The material is great. I was hoping to learn how to set up the Retail CRM with process steps.
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Reviewed by daniely951November 06, 2009 View all my reviews Report this review |
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0 of 0 people found the following review helpful
Would have been nice to see the demonstrations
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Reviewed by stanleys281November 06, 2009 Top 1000 Reviewer View all my reviews Report this review |
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