Thursday, September 26, 2019

Raymond James Advisors Tout Tech's Time-Saving Benefits

The audio functions are very useful, according to Steckler. “It’s an efficient tool for me, since I can dictate notes to clients and save them in the CRM,” she said. For instance, the advisor said, “I ...

from crm - BingNews https://ift.tt/2nzQkSd
September 26, 2019 at 07:58PM

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