ABOUT this webinar
Topic: Best Practice Partner Spotlight: Pulse360
Description: “Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM
Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.
An advisor’s day-to-day is full of meetings, oftentimes back-to-back, which poses the challenge of getting follow-ups done in a timely fashion. With Pulse360 and Redtail, you can automatically trigger workflows and tasks to get follow-up items to your team quickly. Come learn how to eliminate double work and save clicks with Pulse360’s enhanced integration with Redtail CRM.
What is Pulse360?
Pulse360, a remote-ready workflow software solution for financial advisors, today announces the unveiling of its patent-pending, enterprise-level Software-as-a-Service (SaaS) suite. Designed to combat workflow inefficiencies and make advisory meeting notes 10x more efficient, Pulse360 fixes real-time, remote, and in-person working issues by addressing all aspects of the meeting documentation process – from preparation to follow-ups.
WHAT ARE THE INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM? Pulse360’s integration with Redtail will enable you to automatically import essential client details from Redtail into Pulse360. You will then have all the relevant information you need available ready at the click of a button – enabling you to quickly create your clients’ meeting documentation.
Client contact details and data relating to client appointments will be imported from Redtail.
Once the data is synced Pulse360 users will then be able to access the data on both platforms.
In terms of what data is synced between platforms:
- Contact names, addresses, email address, and date of birth are synced bi-directionally between platforms.
- Activities with a Type of Phone or Appointment are synced bi-directionally between platforms.
- Appointment Notes in Pulse360 are synced over to Redtail to the Description field for the activity.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.