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Redtail Technology > News > Integrations > Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM

Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM

Category: Integrations
Redtail Blog Feature Graphic - Best Practices

Partner Webinar - SEI

ABOUT this webinar
Topic: Ensuring Consistency and Creating Team Accountability using Workflows in Redtail CRM – webinar on October 26

Description: Do important tasks in your office’s processes routinely fall through the cracks? Studies have shown that when a team member fails to complete a task it’s rarely due to a lack of skill or ability. Instead, missed tasks in a defined process are more likely the result of skipping protocol and faulty memory. The solution? Workflows in Redtail CRM. In this webinar, we will explore what workflows are, how to build one, and why your team needs them. Along the way, we will share best practices for workflows including exclusive integration options with SEI.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.