The numbers don’t lie—adopting a CRM can create game-changing results your firm.

1. CRM can help increase sales by up to 29% (Salesforce).
2. The average ROI for a CRM is $8.71 for every dollar spent (Nucleus Research).
3. 22% of people don’t know what a CRM is (HubSpot).

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Inside the Webinar
Ready to be more efficient and effective with your CRM? Don’t have a CRM or want to get more out of your Retail CRM? If you are thinking about taking the plunge or just touching up on our skills, join us.
  • Trips and tricks for a successful day in the Redtail CRM.
  • New and uncommon underutilized tools.
  • The mobile app.
  • Reg BI-CRS Form sent/signed dates.
  • Linking documents to notes.
  • Reports, reports, report.
  • 1601326945-cfba34ab63705456
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1602184879-4b78e96856fb9380
    Katherine Beltran
    Trainer, Admiral of Activities, Redtail Technologies