Pulse360: “Automation software to help you serve more clients and not get backlogged.”

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM? New integration points between Pulse360 and Redtail CRM include:

• the ability to enter your Handwritten Notes within Pulse360 and have a week’s worth of those notes display information on your Today page within Redtail CRM, including the contact the Note is attached to and the date and time of entry:
• the ability to click a link on those Redtail CRM Today page Handwritten Note entries to view those Notes within Pulse360.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

Pulse 360 has a video up walking you through this new functionality here.

ABOUT this webinar
Topic: 2 weeks of meeting prep in just a few clicks with Pulse360 & Redtail CRM
Description: Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

A tedious part of every advisor’s week is prepping for upcoming meetings for the following week. Wouldn’t it be nice if you could eliminate this tedious process in just a few clicks? With Pulse360 and Redtail, you can now trigger workflows and tasks IN BULK to get your meeting agendas and preparation in place using only a few clicks. Come learn how eliminate double work and save clicks with Pulse360’s enhanced integration with Redtail CRM.

What is Pulse360?
Pulse360, a 2021 Wealthmanagement.com Industry Awards Finalist, was created to bring automation to meeting prep and follow-ups for financial advisors. Our remote-ready SaaS suite can make every aspect of fiduciary meeting prep and documentation 10X more efficient. The Company was founded in 2019 by Anand Sheth and James Hill. The Company is headquartered in Riverside, CA.

Register now for this webinar on November 2 at 10 am Pacific.

ABOUT this webinar
Topic: Ever feel like you’re behind the eight ball with your marketing? It demands fresh ideas, the chops (and time) to execute, a process to follow, a system for distribution and…the RIGHT TIMING.

Description: How can you combine the right tools to keep from falling flat?

A new wave of adviser software has emerged, and it’s focused on deepening client relationships, automating processes, and being agile enough to adapt to your needs.

During the Compound Marketing webinar, you’ll discover…

• A proven framework that deepens relationships and helps convert new leads into clients, and clients into raving fans.
• A solid workflow for keeping track of contacts (avoid dropping the ball here…easily)
• How to cut down the time you spend documenting, creating agendas, and communicating by more than 50%

You’ll get to hear directly from Snappy Kraken, Pulse360, and Redtail (and how each one plays off of one another).

On October 5th at 2pm EST, we’ll discuss how to save time, create stronger connections, and upgrade your business’ tech stack. Register now.

 

ABOUT this webinar
Topic: Best Practice Partner Spotlight: Pulse360
Description: “Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM

Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

An advisor’s day-to-day is full of meetings, oftentimes back-to-back, which poses the challenge of getting follow-ups done in a timely fashion. With Pulse360 and Redtail, you can automatically trigger workflows and tasks to get follow-up items to your team quickly. Come learn how to eliminate double work and save clicks with Pulse360’s enhanced integration with Redtail CRM.

What is Pulse360?

Pulse360, a remote-ready workflow software solution for financial advisors, today announces the unveiling of its patent-pending, enterprise-level Software-as-a-Service (SaaS) suite. Designed to combat workflow inefficiencies and make advisory meeting notes 10x more efficient, Pulse360 fixes real-time, remote, and in-person working issues by addressing all aspects of the meeting documentation process – from preparation to follow-ups.

Register now for this webinar on March 2 at 10 am Pacific.

WHAT ARE THE INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM? Pulse360’s integration with Redtail will enable you to automatically import essential client details from Redtail into Pulse360. You will then have all the relevant information you need available ready at the click of a button – enabling you to quickly create your clients’ meeting documentation.

Client contact details and data relating to client appointments will be imported from Redtail.

Once the data is synced Pulse360 users will then be able to access the data on both platforms.

In terms of what data is synced between platforms:

• Contact names, addresses, email address, and date of birth are synced bi-directionally between platforms.
• Activities with a Type of Phone or Appointment are synced bi-directionally between platforms.
• Appointment Notes in Pulse360 are synced over to Redtail to the Description field for the activity.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.

Pulse360 – Hassle-free documentation for financial advisors. Create agendas. Take handwritten notes. Send follow-ups and streamline workflows. All in a fraction of the time – and from one application.

ABOUT Pulse360
Built from the ground-up, Pulse360’s enterprise-level software has been developed with the end-user firmly in mind. In terms of documentation and communication of your advice, Pulse360 aims to transform your client review workflow processes, streamline the creation and delivery of your annual summaries, keep you top-of mind with prospects, and ensure easy access to your financial planning to-dos, notes and delivered advice. For more information, visit the Pulse360 website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN PULSE360 AND REDTAIL CRM?

Pulse360’s integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platforms. Also, Appointment Notes in Pulse360 are synced over to Redtail to the Description field for the activity.

 

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.