How to capture incoming phone call transcriptions to Redtail CRM contacts? Redtail is an in-demand CRM platform that is widely used by financial advisors and wealth management companies for Customer Relationship Management. Incoming prospects’ first phone calls are the most important to record and transcribe, which will help improve the conversion of that prospect to […]
As a financial advisor, your time is invaluable, and the last thing you want is to deal with no-shows and missed appointments. LeadCenter.AI offers a seamless solution to automate appointment reminders to your Redtail CRM contacts directly, without relying on Zapier or other third-party tools. Our automated appointment reminder feature empowers you to streamline your […]
Lead management is a crucial aspect of the financial advisory services industry as they rely on lead generation to drive growth. Managing leads effectively can be a tedious task, but effective lead management is essential for converting leads into paying customers. There are multiple ways to integrate your website form submissions with Redtail CRM. However, […]
Customer Acquisition or lead management is a plethora of strategies and practices to convert new leads into customers. Although lead management software and CRM tools are both designed for easy access to information and better communication, lead management primarily focuses on capturing leads and converting them to customers. CRM, however, helps to increase your customer retention. […]
How many people are searching for legal services online on search engines like Google every month? What are the strategies that you can apply to rank higher when people are searching for legal services like corporate law, intellectual property, family law, immigration, or personal injury? This information is crucial for law firms to determine the […]
Introduction: Welcome to our law firm digital marketing series. In this article, we will discuss seven steps that can help your law firm rank higher on Google Maps. As the world has gone digital, it has become crucial for law firms to implement effective digital marketing strategies to remain competitive. Our goal is to help […]
