_using-redtail-speak-and-nexgen-workflows-to-efficiently-deliver-a-great-client-experience-across-generations.jpg "Using Redtail Speak and NexGen Workflows to Efficiently Deliver a Great Client Experience Across Generations from how to deliver a baby police officer training film video of live birth Video Screenshot Preview")
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⏲ Duration: 25 min 91 sec
✓ Published: 01-Feb-2020
✓ Published: 01-Feb-2020
Description:
It’s more important than ever to be able to serve and provide value to your clients through organized and efficient back office operations that bolster profitability. We will demonstrate multiple ways to accomplish this.nnRedtail Technology recently introduced the Speak add-on to its industry-leading CRM, but many of you may not be aware of all of its capabilities. Speak enables compliant client texting and automatically archives the text messages into Redtail CRM under the client’s record.
It’s more important than ever to be able to serve and provide value to your clients through organized and efficient back office operations that bolster profitability. We will demonstrate multiple ways to accomplish this.nnRedtail Technology recently introduced the Speak add-on to its industry-leading CRM, but many of you may not be aware of all of its capabilities. Speak enables compliant client texting and automatically archives the text messages into Redtail CRM under the client’s record.
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