In certain cases, where Microsoft accounts are more locked down, you may have issues connecting directly with your Microsoft Teams Account. Normally, if you are already connected to your Microsoft Account via the Outlook Calendar Connection you should have access to use Microsoft Teams in your Location for Event Types. Please Note: Microsoft Teams is […]
Managing meetings efficiently is crucial for maintaining productivity and effective client communication in today’s fast-paced world. GReminders’ AI Notetaker is an artificially intelligent virtual meeting assistant designed to simplify this process by seamlessly joining your virtual or in-person meetings on platforms such as Zoom, Google Meet, Microsoft Teams, Skype, GoTo Meeting, and Webex; generating comprehensive […]
Background For financial advisors, maintaining robust client relationships and ensuring financial plans stay on track are essential goals. Annual reviews are a key component in achieving these objectives. However, the process of scheduling these reviews can be both time-consuming and tedious. This is where GReminders, when integrated with Salesforce, comes into play, automating and simplifying […]
When you use GReminders to schedule your meetings, you can require approval prior to the initial bookings. This is a great way to filter the events that are being booked on your calendar and only approve what is necessary. You can learn more about Requiring Approval prior to the initial bookings by Clicking Here. But […]
So you want to track Contact “Sources” in Redtail. Marketing Attribution is a complicated topic and there are many ways to achieve tracking. UTM field tracking is one way, popular for the Google Analytics Folks. Using other tracking codes via Google Analytics, Hubspot or Marketing Automation tools works well too. But if you are a […]
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 […]
Embedding a Scheduling or Routing form into your website is easy. For General instructions on how to embed Scheduling pages into your website see our general documentation. If you are a Squarespace user here are basic instructions: First edit a Squarespace page and add a “Block”: Next select the CODE block Edit the Block Then […]
Fields that “control” the input of a client are very useful. They normalize the data in our records and allow us to find value in analytics and various reporting. Let’s take a look at a simple example. Let’s say we want to track the “Source” of a lead or a booking. Where did the lead […]
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 […]
Introducing Seamless Integration: GReminders and PreciseFP Join Forces for Enhanced Client Engagement In the dynamic world of financial advisory services, efficiency and client interactions are paramount. Enter the groundbreaking integration between GReminders and PreciseFP—two powerful tools that have now joined hands to revolutionize how advisors engage with clients and prospects. On the GReminders Side: When […]
