05.11.2023 - CRM
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Streamlining Operations and Workflows with the CRM as the Hub
Presented by Kate Guillen, Simplicity Ops
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.
Attendees Comments:
A few comments from listeners:
I may consider using our the centralized firmwide calendar in our CRM. My firm is small so we generally don't have multiple people doing work on the same client.
- Michael D.
We are going to look into G Reminders
- Alexis S.
I appreciated Kate's honest answer to my question re: Hubly. We just signed up today (with Hubly), and they seem to have very capable/knowledgeable onboarding folks and processes. They might be choosing to focus there to help gain critical mass. A consultant (like Kate/Simplicity) is our Plan C.
- Michael H.
I may consider using our the centralized firmwide calendar in our CRM. My firm is small so we generally don't have multiple people doing work on the same client.
- Michael D.
We are going to look into G Reminders
- Alexis S.
I appreciated Kate's honest answer to my question re: Hubly. We just signed up today (with Hubly), and they seem to have very capable/knowledgeable onboarding folks and processes. They might be choosing to focus there to help gain critical mass. A consultant (like Kate/Simplicity) is our Plan C.
- Michael H.
(No subject)
I may consider using our the centralized firmwide calendar in our CRM. My firm is small so we generally don't have multiple people doing work on the same client.
- Michael D.
We are going to look into G Reminders
- Alexis S.
I appreciated Kate's honest answer to my question re: Hubly. We just signed up today (with Hubly), and they seem to have very capable/knowledgeable onboarding folks and processes. They might be choosing to focus there to help gain critical mass. A consultant (like Kate/Simplicity) is our Plan C.
- Michael H.