Problem: Is keeping up with client communication becoming overwhelming? Solution: Setting up automated follow-ups in Redtail ensures no one slips through the cracks. A few quick steps can transform your follow-up game and keep clients engaged without added stress. Need help setting this up? Let's chat! Schedule your discovery call at https://buff.ly/3OfP0Nt. #ClientCommunication #RedtailCRM #ProblemSolved
Stephanie Dannebaum Consulting
金融服务
Pleasant Hill，California 60 位关注者
Customer Relationship Management (CRM) Implementation Consultants for Financial Advisors & Financial Planners
关于我们
Stephanie Dannebaum Consulting was created to provide expert advice and implementation services to help Financial Advisors & Financial Planners successfully enhance their customized client service processes with the robust features Redtail CRM and Wealthbox CRM has to offer. I love to construct tangible solutions and have always been the resident technology and software expert. Official Strategic Partner of Redtail Technology https://corporate.redtailtechnology.com/partners/ Wealthbox CRM Subject Matter Expert
- 网站
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https://www.stephaniedannebaum.com
Stephanie Dannebaum Consulting的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Pleasant Hill，California
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
2120 Contra Costa Blvd
#1083
US，California，Pleasant Hill，94523
动态
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Stephanie Dannebaum Consulting转发了
CRM Consultant | Custom Solutions to Achieve Sustainable Business Success for Financial Advisory Firms
Happy New Year from Stephanie Dannebaum Consulting! Wishing you a year ahead filled with growth, success, and fulfillment—Happy New Year!
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