Contact Management (CRM) Webinars
Start with the basics of using Advisors Assistant, and learn how to:
- 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.
The latest version of Advisors Assistant, Advisors Assistant 6, is used for all Webinars.
All Webinars are FREE - if your computer can not play sound through speakers or a headset you just pay for a phone call.
Getting Started With Advisors Assistant - 1 hour 30 minutes
- Navigating through the Advisors Assistant View Screens
- Adding Names, Addresses, & Phone Numbers
- Using FlexFields to customize Advisors Assistant
- Adding Email & Web Site Addresses
- Adding Notes & Follow-Up Dates
- Linking Names
- Printing Client Reports
- Using the Advisors Assistant Calendar
View a previously recorded Webinar:
Increase Sales With Advisors Assistant - 1 hour 30 minutes
- Tracking New Business Actions to move prospects through the Sales Pipeline
- Using Markets to increase the power of Advisors Assistant for marketing purposes
- Searching your database for new sales opportunities
- Merging with Microsoft Word to quickly and easily send a single letter or email, or a mass mailing or broadcast email
View a previously recorded Webinar:
Advisors Assistant 6 New Features Overview - 1 hour
This webinar explores some key differences between earlier versions of Advisors Assistant and the new Advisors Assistant 6. It is designed for people updating from an earlier version.
View a previously recorded Webinar:
Visit the Webinar Schedule page to register for an
Advisors Assistant Webinar Today!
Problems with this web site should be emailed to the Webmaster
Copyright 1999– 2006, Client Marketing Systems, Inc.