Your CRM works just like you thought it would...
You know everything about your customers...
All milestones are met...
and interactions are documented
V2i clients experience this everyday!
This doesn't sound like you? Then you're losing money and key information.
Summer of Promotions
Redtail Technology announces their integration with Voice2insight
Redtail Technology CRM is now integrated with Voice2insight
Voice2insight helps Financial Advisors be more compliant
3 strategies to avoid being just another sales call
Want to stay on track with your business New Year resolutions?
LPL Financial Advisors, this is for you!