Managing your clients’ social profile addresses just got a whole lot easier. Now, you can track these from within your Contact Records in Redtail CRM, giving you one-click access to client profiles on most of the widely used social platforms. Learn how to add these to your database here.
There can certainly be no denying that social media is changing the ways in which many businesses interact with their prospects and customers. While it can be tougher to get started with a social media strategy when you’re working in a heavily regulated environment such as financial services, it’s nonetheless important that you begin thinking [...]