Data classification in Wealthbox CRM is a critical yet often underutilized strategy for financial advisors aiming to streamline operations, enhance client relationships, and leverage analytics effectively. By organizing data systematically using Wealthbox’s features like Custom Contact Types, Status Fields, Tags, and Custom Fields, advisors can maximize the utility of their CRM, improve reporting, and ensure […]
GReminders supports all versions of Salesforce. This article is about the differences and nuances of Financial Services Cloud. All Salesforce articles can be found here. If you are using FSC you should use the SPECIFIC FSC Integration found here within GReminders Org Settings. Go to Org Settings > Integrations > Salesforce FSC Salesforce Financial Services […]
Follow the instructions in this article to quickly integrate GReminders with SmartOffice. Setting up User Rights in SmartOffice for GReminders In SmartOffice, go to Setup > User Accounts > User Rights Under the Licenses Section, scroll down to Integrations and select GReminders. Next, you’ll need to gather additional information that you’ll use in GReminders to […]
Using SmartOffice as your CRM? Here is the GReminders Integration Get the following benefits when connecting SmartOffice and GReminders together: Native Scheduling Additionally when you install the GReminders Sidebar into Chrome or Edge you will automatically see Scheduling Buttons in your SmartOffice Calendar and or Contacts On the Calendar Page You will find a Share […]
Reduce your No Show Rate on your ActiveCampaign Meetings by sending Text or SMS Reminders prior to your ActiveCampaign Contacts.
Nitrogen (formerly Riskalyze) is a powerful platform that allows you to assess Portfolio risk for new and existing clients. A common use case is for prospects to book a New Intro Meeting via GReminders, and then you want to send a Nitrogen Risk Questionnaire to that Prospect so you are informed about their Portfolio prior […]
GReminders allows you to map the answers your clients submit during scheduling to User Defined Fields (UDF) in Redtail. UDFs are just one of the options you have to map your Custom Questions to but they are very commonly used. (Click here to learn more about this process) GReminders can also sync with your Redtail […]
Note: Be careful not to violate any previously signed non-compete agreement before continuing. Once You’ve Made the Move to a New Firm You’ve moved to a new advisory firm that uses Redtail, Wealthbox or Salesforce and you would like to add your clients to your CRM as quickly as possible. GReminders Client Automation will not […]
Activity Templates in Redtail and Their Limitations In the realm of Customer Relationship Management (CRM) systems, efficiency and automation play pivotal roles in streamlining workflows. However, users of the Redtail CRM have often grappled with a notable limitation— the inability to trigger Activity Templates automatically. This void in functionality has been a notable pain point […]
GReminders helps you stay compliant with tools that allow you to archive all of your SMS reminders, email reminders and even voice call reminders. This article will help you understand the differences between the tools we provide and the advantages of each. GReminders SMS Reminders vs SMS Messaging GReminders is reminder software that sends SMS […]
