XLR8 CRM

XLR8 is a highly customized version of Salesforce built specifically for the Financial Services Industry

[XLR8 CRM @XLR8crm]

Stop by the #XLR8crm booth and grab your copy of the #T32024 Software Survey!

[XLR8 CRM @XLR8crm]

Good Morning @wealth_edge !!! We are finishing up our coffee and are ready to talk CRM and what XLR8 can do for you!

[fpPathfinder @FpPathfinder]

Co-founders unite! @MichaelKitces and @MichaelLecours are leading our small-but-mighty team to serve deeper, more actionable advisor conversations. Is this something we can help you with? Visit booth 806 @t3techhub! #T32022

[XLR8 CRM @XLR8crm]

Good Morning #T32022 ! We are looking forward seeing you all today! Stop by booth 503 to learn about what @XLR8crm can do for you!

[fpPathfinder @FpPathfinder]

So excited to see @XLR8crm emerge as a #MightyMite in this year’s T3/Inside Information survey! (Btw: we integrate with XLR8.) #T32022

[XLR8 CRM @XLR8crm]

Howdy Denton! We are looking forward to connecting this week at #t32022

[XLR8 CRM @XLR8crm]

Are you simply using your tech stack or do you have it working for you? Jen had such a blast talking CRM use and implementation with @mattreiner on #BridgingTheGap

[Matt Reiner @mattreiner]

How do you use your #CRM? Are you getting the most out of this #technology?

Jennifer Thomas, Director of Business Development for @XLR8crm joins me on this episode of #BridgingTheGap to share how you can get the most out of your CRM. Tune in now: https://t.co/NIolxtox20

[XLR8 CRM @XLR8crm]

Don't miss the first Round Table discussion taking place tomorrow, March 16th, at 1pm Central. Registration details have been provided via email. All active XLR8 users are welcome!!

[XLR8 CRM @XLR8crm]

Spending the day at #FPADFWCONF22

[XLR8 CRM @XLR8crm]

Keep an eye out for the January 2022 issue of the XLR8 EXTRA Newsletter- hitting inboxes today! #xlr8crm #xlr8usercommunity

[fpPathfinder @FpPathfinder]

Calling all @ConcenterServ users! On Sept. 2 at 11:00 a.m. EST, join our co-founder @MichaelLecours and XLR8's Jennifer Thomas for a webinar that will walk you through a powerful integration. #CRM #FinancialAdvisors #Advisors #XLR8

👉 Register Here: https://t.co/5d4njFwavB 👈

[XLR8 CRM @XLR8crm]

Excited to announce this new partnership!

[fpPathfinder @FpPathfinder]

📢 Our new #CRM integration with @ConcenterServ is Live!

With a single click, advisors can document notes from interactive checklists and prioritize activities directly to the client record. Read more: https://t.co/U28rryKiAc

#fintech #financialplanning #salesforce

[XLR8 CRM @XLR8crm]

Looking forward to this today! “See” you all soon!!

[AdvicePay @AdvicePay]

Join us for a live webinar tomorrow at 12:00 PM MT as we cover our integration with @ConcenterServ and answer any questions you have! https://t.co/9CBAGqSGwn

[XLR8 CRM @XLR8crm]

We are also thrilled with this announcement and new partnership!

[AdvicePay @AdvicePay]

We are thrilled to announce that AdvicePay is now integrated with @Salesforce! As part of this new integration, AdvicePay’s technology is also accessible within XLR8. https://t.co/GOUYNXdGno

[AdvicePay @AdvicePay]

Join us for a live webinar, along with representatives from XLR8, as we demonstrate our Salesforce/XLR8 integration and answer any questions you have on March 2nd at 12:00 PM MT. https://t.co/uIFYaUOok0

[XLR8 CRM @XLR8crm]

Enjoying day two of the #fintechforum catching up with our friends and colleagues at @Schwab4RIAs and @TDA4advisors

[Bob Veres @BobVeres]

The state of the financial services profession--and a look ahead after a tumultuous year: https://t.co/xoW4gXJyNh

[XLR8 CRM @XLR8crm]

Hey #XYPNLIVE(ish) Melissa and Jen are having one monster staring contest, “come by” our virtual booth to check it out! Happy exhibit day @XYPlanning