CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?

In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:

Streamline processes
Enhance efficiency
Drive growth
Deliver high-level, consistent client service

Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!

So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!

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LINKS FROM THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Learn More About Simplicity Ops Here

Browse Simplicity Ops’ Resources Here

Talk to Kate Here

Grab Your AI Notetaking Free Trial and 10% Discount Here

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

The Efficient Advisor: Tactical Business Advice for Financial Planners