CRM Best Practices and the Toolkit by Pareto
Includes Q&A Session
Thursday, January 27th at 12 pm ET
Are you using a CRM to manage your business and your client relationships? Join Tyler and Ryan from Pareto Systems, and Blue Square Apps to discuss implementing best practices by utilizing CRM technology.
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CRM Best Practices and the Toolkit by Pareto
Thursday, January 27th 2022 12:00 PM ET
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CRM Best Practices and the Toolkit by Pareto

Are you using a CRM to manage your business and your client relationships?

Join Tyler and Ryan from Pareto Systems, and Blue Square Apps to discuss implementing best practices by utilizing CRM technology. Most advisors these days are using a CRM, but admittedly only use it to add contact data and manage their calendar. In this webinar, learn how you can use CRM to:

  • Automate best practices to ensure consistency across your team
  • Build better client relationships
  • Run a more efficient and predictable practice

This webinar is sponsored by the Toolkit CRM by Pareto. Tyler and Ryan will be using the Toolkit CRM to provide examples of CRM best practices that they discuss.


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