Comments on: See my CRM and Productivity Presentation on March 17 http://fppad.com/2009/03/11/see-my-crm-and-productivity-presentation-on-march-17/ Your source for technology insights in the financial planning community Mon, 19 Jul 2010 14:47:25 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Bill Winterberg http://fppad.com/2009/03/11/see-my-crm-and-productivity-presentation-on-march-17/comment-page-1/#comment-1284 Bill Winterberg Sat, 20 Jun 2009 15:42:29 +0000 http://fppad.com/?p=446#comment-1284 <blockquote>@Jon, I haven't converted the presentation yet. It's quite long at over 200 slides and screenshots. When I get settled in Texas, I'll have some time to thin the material and post the relevant information. Bill</blockquote>

@Jon,

I haven’t converted the presentation yet. It’s quite long at over 200 slides and screenshots. When I get settled in Texas, I’ll have some time to thin the material and post the relevant information.

Bill

]]> By: Jon Arntz http://fppad.com/2009/03/11/see-my-crm-and-productivity-presentation-on-march-17/comment-page-1/#comment-1273 Jon Arntz Tue, 16 Jun 2009 21:32:29 +0000 http://fppad.com/?p=446#comment-1273 Hi Bill- Have you converted this yet? Our firm is in the early stages of CRM evaluations, and any insights are greatly appreciated. Thanks Hi Bill-
Have you converted this yet? Our firm is in the early stages of CRM evaluations, and any insights are greatly appreciated.
Thanks

]]> By: Bill Winterberg http://fppad.com/2009/03/11/see-my-crm-and-productivity-presentation-on-march-17/comment-page-1/#comment-1171 Bill Winterberg Fri, 24 Apr 2009 04:21:54 +0000 http://fppad.com/?p=446#comment-1171 I thought about posting the slides on the web, but there are almost 300 of them. This was for a 2 hour talk and I covered a lot of screenshots. I'll need to think about how I can best convert the data to an Internet-friendly format. Bill I thought about posting the slides on the web, but there are almost 300 of them. This was for a 2 hour talk and I covered a lot of screenshots. I’ll need to think about how I can best convert the data to an Internet-friendly format.

Bill

]]> By: J T Johnston http://fppad.com/2009/03/11/see-my-crm-and-productivity-presentation-on-march-17/comment-page-1/#comment-1169 J T Johnston Wed, 22 Apr 2009 09:42:03 +0000 http://fppad.com/?p=446#comment-1169 I am interested in your CRM insights and comments. How do I obtain this information? I am interested in your CRM insights and comments. How do I obtain this information?

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