Laser App Conference 2017 - David Mehlhorn, Redtail Technology

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Laser App Software

Advisor Solutions with Redtail Technology

Software

How Can an Advisor Use a
CRM to Deliver Excellent
Customer Service?

360 Degrees
• Identity
• Relationships
• Interests
• Past/History
• Present
• Future
• Favorites
• Opportunities

Referrals
• Where are prospects coming from?
• What is working? What is not?
• Are we converting our referrals?
• Are we thanking our referrers?

Workflows
• Deliver a consistent level of service
• Make sure nothing is missed
• Stay on track

Laser App Conference 2017 - David Mehlhorn, Redtail Technology

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