4 Tips for Utilizing Your CRM With Consistency
When your CRM is not being used to its fullest potential, it can lead to confusion within your team on roles and responsibilities, tasks slipping through the cracks, frustrated clients, and an overall stressful work environment. To avoid these messy situations, try the following four tips for consistent and effective CRM utilization: Data Quality, Establishing a CRM Framework, Adequate Training for Your Team, Effective Habits and Regular Reviews.
Laying the Foundation: How to Structure Your Financial Planning Process
Financial planning can vary greatly from person to person or company to company. Regardless of your approach, it’s crucial to define the primary steps and start with a high-level workflow. This is the first course of action in outlining your process. To get started, consider the following: What does your ideal process entail? What is the timing for each step? What outcome do you want to achieve? What tasks are involved in each step? Who is responsible for each task? What resources can you develop to support your process and team?