S2 E02 | Don't Destroy Your CRM! (Salesforce And CRM Automation) Digital Marketing 4FP (for Certified Financial Planner Professionals) podcast

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Digital Marketing 4FP (for Certified Financial Planner Professionals) « »
S2 E02 | Don't destroy your CRM! (Salesforce and CRM automation)

4y ago 38:52

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内容由Digital Marketing 4 Financial Planners and Digital Marketing 4FP提供。所有播客内容（包括剧集、图形和播客描述）均由 Digital Marketing 4 Financial Planners and Digital Marketing 4FP 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/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/

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36集单集

#Digital Marketing #Tech #Digital Marketing 4 Financial Planners #Digital Marketing 4FP #Industries #Business

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

Digital Marketing 4FP (for Certified Financial Planner Professionals)

21 subscribers

published 4y ago

分享

MP3•单集首页

内容由Digital Marketing 4 Financial Planners and Digital Marketing 4FP提供。所有播客内容（包括剧集、图形和播客描述）均由 Digital Marketing 4 Financial Planners and Digital Marketing 4FP 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/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集单集

#Digital Marketing #Tech #Digital Marketing 4 Financial Planners #Digital Marketing 4FP #Industries #Business

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