Best Practices Guide

Your CRM as a Component of Crisis Management

While crises like the one we’re currently living and working through may mean that advisors are feeling stretched thin as client inquiries ramp up due to widespread concerns, situations such as this also present an opportunity for you to reveal your character through how you respond to the crisis.

Your CRM can help with this, both in terms of some of the tools CRM puts at your fingertips for communicating with and managing your clients and employees and in terms of scheduling and tracking actions performed using tools external to your CRM.

Here, we have assembled an inventory of use cases on some of the ways advisors can put Redtail CRM to work toward these ends.