Between Sessions with Junxure at T3 Enterprise 2015

FPPad

Indhold leveret af FPPad. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af FPPad eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

9y ago 6:39

MP4•Episode hjem

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (8M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

I met with Robert DeFrancis, Director of Sales at Junxure, between sessions at T3 Enterprise 2015 to dive into the details of what was discussed during Junxure’s general session presentation at the conference, delivered by Greg Friedman.

During his presentation, Friedman updated the audience that Junxure has surpassed 12,000 users and maintains a 98% client satisfaction rating and a client retention rate of 95%. One out of three of the InvestmentNews best practices award winners use Junxure CRM in their business.

Friedman took the opportunity to highlight several new features in Junxure, including a new opportunity dashboard to track client trends and deliver business analytics to the advisor. Junxure also released a client service monitor called Client First, which tracks changes in client activities and can trigger actions or alerts in the CRM as well as in integrated third-party solutions.

To tackle training opportunities, Junxure recently added built-in “eXpert” training resources directly into the CRM, allowing users to review contextually relevant guidance and training resources without leaving the CRM.

50 episoder

#Tech News #FPPad #Bit For Byte #News