Process Automation Done the Redtail CRM Way

Financial professionals often have a lot on their plate. From meeting with clients to managing their team, there are just too many things to oversee. In today’s competitive and fast-paced business landscape, micromanaging won’t cut it anymore. You need to be able to do more with less time.

One of the most efficient ways to unload tasks is by automating them. Let’s look at how this can be done with a simple example, adding or changing a contact’s address.

Contact Address Automation

Repeatedly adding or changing contact addresses and informing all parties is tedious. Now you can set the system to automatically do three things:

  1. Email a user to notify them that a new address has been added.
  2. Email a team of staff to notify them that a new address has been added.
  3. Trigger a new Redtail workflow that will assign tasks to staff to update the custodian’s address of records and more.

This is just one example of automation. Below is our chart that provides you with examples of possible automations in the Redtail CRM. Please notice that for many of the events, you can also automatically update a field with new data.

Now you can reduce the workload and refocus on your clients’ needs by using Redtail workflow automations.

As always, we are here to help.


PS. Want to talk more about how I help businesses make progress and operate better? Click HERE. Want to receive my monthly solutions email? Click HERE.

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Good luck. And as always, health and sanity to you!

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