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Exciting CRM Updates, ISA Integration, and Leveraging Pre-Probate Leads | All The Leads Probate Mastermind #470
The podcast discusses the rollout of a new CRM system scheduled for the coming weekend, detailing features such as data migration and integration with ISA programs to automate and enhance business operations. The conversation highlights the usefulness of the click-to-dial feature and its impact on sales efficiency. The participants also delve into the nuances between probate and pre-probate leads, stressing the importance of compassion when dealing with potential clients, and the advantages of building relationships with attorneys. The dialogue is rounded off with mentions of direct mail, FCC…
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