Financial Professionals: What CRM program and templates are you using to grow your business?
What do you like about them? Not like? In addition to using the basic program, have you purchased add-ins apps to make the system work better for you? If so, which ones?
Internal/external? Custom or not.
(Client Relationship Management — like ACT, Goldmine, Outlook, internal proprietary system, calendar on a wall, etc. )
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
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