Redtail Technology Presents: Best Practices in CRM

Pershing is committed to providing you with important industry information. We are excited to provide the following content through our relationship with Redtail, to inform you about important initiatives in customer relationship management (CRM).

  1. Workflow, Checklists and Process Management
  2. CRM Integrative Tools for Marketing and Client Communication
  3. Calendar and Task Management for iPhone, Blackberry, Smartphones and Microsoft Outlook Sync
  4. What is new in CRM

Registration Web Link:

Wednesday, June 13, 2012, 1p.m. – 2 p.m. (PT); 4:00 p.m. – 5:00 p.m. (ET)

Hosted by Tim Minert, Director of Sales and Manager Redtail Concierge, Redtail Technology

If you experience issues, please try and Join a Meeting using the Webinar ID 646-578-552

Please register in advance of the date and time below, click the corresponding link or copy and paste it into your browser to start or to join the Webinar.