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Latest from the blogCurrent Fav CRM: Nutshell
Here’s my review and recommendation for Nutshell CRM. These notes may not make complete sense unless you’ve read the series on how to shop for CRM. What is excellent: Their target market is not enterprise-size companies—it’s everyone else—so you won’t have to fight inappropriate defaults. It is genuine CRM with sales-tracking features (instead of sales-tracking […]Successor Trustees – Are Your Employees Ready?
A successor trustee walks in to one of your branches or calls your service center. Maybe they’re an existing customer. Maybe they chose your bank because that’s where their recently deceased parent has his or her accounts. Either way, this is a terrific opportunity… and chances are high your employees aren’t ready for it. As […]Freebies to help you help successor trustees
For Internal use: This document covers some basics about living trust accounts. It’s in Word, ready for your changes: Be sure to add where people can find the form, as well as the instructions for customers. Those spots are highlighted in yellow. The footer shows how to contact me for customizing. You may want to […]