There's a few seats left for our Training from Home: Victory in a Virtual World!
Join us as we'll be focusing on office preparedness and efficiency, better managing your historical items, improving client data, and more!
Save Your Spot Today 👉 https://t.co/SMNVDPw1AT
Tune in tomorrow, September 24, at 11am PT for our weekly training series.
Do you have questions about best practices or how to use the CRM in specific scenarios? This unique opportunity allowed users to ask question to Redtail trainers live.
👉 https://t.co/3e4hti2Tra
Thank you @RedtailCRM for a delicious #TakeOutTuesday from Pete's Pizza yesterday and allowing me to partner with you supporting local restaurants in Sacramento. Now, time to enjoy some leftovers 😋
Join us today for another round of the Redtail Summer Series! Today is @redtailaustinj ‘s pup (Daisy’s) 1st BIRTHDAY!! #RedtailSummerSeries#StrategyChallenge https://t.co/wgbIDITkSJ (Leo and Malcolm wishing daisy a happy birthday below)
Tune in tomorrow, June 18, at 11am PT for our weekly training series. Join us to learn how to break those bad CRM habits and clean up bad data.
Register here ➡️ https://t.co/GCLzXuoH75
There is NO shortage of @RedtailCRM content rolling out currently. How about your CRM as a Crisis Management tool? https://t.co/pH3elBzxcV Great insight from @redtailaustinj
Today I lived my fantasy to jump over the glass partitioner at Chiptole to make the most delicious, piled high extra guac, extra queso burrito bowl ever. Thank you @RedtailCRM!!! #EmployeeAppreciationDay
Join us for a New Integration Spotlight with @Timeline_Tech. Wednesday, February 5, at 11am Pacific, tune in to familiarize yourself with tech solutions and new integrations you may not currently be using that could benefit your office. Register here ➡️ https://t.co/Fy2qYdI5q3
Traditional forms of communication should be supplemented with “newer” communication channels when trying to form new client relationships or to improve existing ones. #ResultsAreIn Find out what our #AdvisorComms2019 survey reveals 👉https://t.co/Bm5w3lP2w3