Oliver and Jake talk about CRM best practices for you and how you manage your prospects.

Oliver is a Salesforce expert who has worked with hundreds of companies and dozens of RIAs to improve their operations and the business intelligence available to a firm's leadership team.

Listen in to find out how to learn how to make improve your process and make a better experience for your clients and prospects with less time and effort.

Handwrytten app - https://www.handwrytten.com/

Sendoutcards app - https://www.sendoutcards.com/app

Blog post - https://digitalmarketing4fp.com/2020/07/09/learn-from-others-crm-mistakes/

Check out the 4FP Agency services - http://digitalmarketing4fp.com/services-toggle/