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

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Manage episode 266637965 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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/
  continue reading

36 episodes

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Manage episode 266637965 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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/
  continue reading

36 episodes

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