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CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?
In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:
- Streamline processes
- Enhance efficiency
- Drive growth
- Deliver high-level, consistent client service
Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!
So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!