Contact Management (CRM) Webinars

• Track clients, prospects, producers, groups, mailing lists, and more!
• Search your data to look for new sales opportunities among both clients and prospects.
• Use Advisors Assistant to build client rapport.
• Target Markets with Advisors Assistant.
• Use the Calendar to schedule appointments, review dates, and follow-ups
• Print letters, envelopes, and labels using Advisors Assistant’s direct connection to Microsoft Word.
• Generate reports for client meetings.
• Log letters and phone calls with follow-ups and store the text of the letter in Advisors Assistant.
• Customize Advisors Assistant Flex Fields and other areas that will make the program work like it was written just for you.

Getting Started With Advisors Assistant – 1 hour 30 minutes

• Navigating through the Advisors Assistant ClearView Screens
• Adding Names, Addresses, & Phone Numbers
• Using FlexFields to customize Advisors Assistant
• Adding Email & Web Site Addresses
• Adding Notes & Follow-Up Dates
• Using the Advisors Assistant Calendar

How To Increase Sales With Advisors Assistant – 1 hour

• Using Markets to increase the power of Advisors Assistant for marketing purposes
• Linking names together to track referrals and centers of influence
• Designing Workflows to move prospects through the Sales Pipeline
• Searching your database for new sales opportunities with Selection Reports
• Customizing the Dashboard to increase client service

Marketing Made Easy With Advisors Assistant – 1 hour

• Easily implement marketing campaigns right from your office by utilizing the mailmerge features of Microsoft Word to send a single letter or email, or a mass mailing or broadcast email
• Setup your Advisors Assistant Database to only send one letter to a household with multiple clients

Advisors Assistant 6/7 New Features Overview – 1 hour

This webinar explores some key differences between earlier versions of Advisors Assistant and the new Advisors Assistant 6/7. It is designed for people updating from an earlier version.

View a previously recorded Webinar. This webinar references Version 6, but it all applies to Version 7 also.