“Everybody loves the idea of workflows and automation. Everyone wants to start there first, but it literally doesn’t work unless we lay build the foundation and lay the framework first.” 

@Kate Guillen

Kate sat down to discuss her process for configuring a CRM system for maximum office efficiency. 

She says it comes down to 4 main components:

1.       Organization

2.       Operational Hub

3.       Service Model & Delivery

4.       Workflows & automations

Lastly, I asked her what is her favorite new automation with CRMs. She gave a special shout out to the folks at @Greminders for creating a simple way to schedule meetings with clients by connecting through CRMs that advisors use.