In this webinar, Kate Guillen taught us how your CRM can be the hub of your practice by utilizing your CRM for managing contacts, tasks, calendar, pipeline and accounts. By utilizing the tool correctly, and implementing processes, procedures, workflows and automations their firm can run like a well-oiled machine. No more fire drills, no more balls dropped, no more reinventing the wheel each and everyday– everything is in one centralized place which reduces stress and friction in the firm.
05.11.2023 - CRM
Streamlining Operations and Workflows with the CRM as the Hub
Presented by Kate Guillen, Simplicity Ops