Our CRM Services
How it Works
We provide expert advice and guidance to Financial Planners, Advisors and their teams to generate deep business insights, offer a higher-level of customer service, and centralize client data through the use of the robust features within their Customer Relationship Management (CRM) software.
Step 1
Schedule a Complementary Discovery Call
We will identify the CRM features you need to accomplish your business goals and address pain points.
Step 2
Consulting Services
>> Inspection Report
>> Best Practices / Implementation
>> Training
Pricing is dependent on services chosen.
How it Works
Step 1
Schedule a Complementary Discovery Call (30 minutes)
Step 2
Project Scope Call (Paid - 1.5 hours)
During our Project Scope Call, we will review the cost, timeline, and deliverables of your project. After our meeting, I will send you a custom proposal.
Pricing is dependent on features chosen and complexity of implementation.
Step 3
Implementation
Once the custom proposal is signed, I will begin the implementation process.
Schedule a Complementary Discovery Call to discuss our 3 Steps to CRM Implementation Success
Why Hire Stephanie Dannebaum Consulting?
Stephanie Dannebaum Consulting offers customized CRM Implementation engagements. Our goal is to help Financial Advisors and Financial Planners with implementation, no matter how unique the project.
Top Customer Relationship Management (CRM) Deliverables by Stephanie Dannebaum Consulting
- Enhanced Reports
- Customized Workflows, Note Templates and/or Activity Templates
- Company Specific Custom Fields, Tags, Keywords, etc. and other Contact Management features
- Designed and Implemented Opportunity Tracking Pipeline in Redtail CRM & Wealthbox CRM
Schedule a Complementary Discovery Call to find out how we help firms quickly elevate your Customer Relationship Management (CRM).
What our CRM Consulting clients say
Bighorn Wealth Management
“Stephanie helped us make great strides in setting up our Redtail CRM. She knows the system intimately and accomplished our ‘infrastructure’ goals. She’s a rock star!”
Hawley Advisors
“Stephanie Dannebaum has done a great job helping us get organized and make the most effective use of the various aspects of the Redtail CRM program. It’s obvious that she knows the program with great depth including how to use it most effectively. In addition, she’s a very good communicator offering clear and concise detailed operating instructions for working with the program. We highly recommend working with her.”
Trinity
Wealth Partners
“We recently had the pleasure of working with Stephanie Dannebaum, and I cannot speak highly enough of her expertise and professionalism. Stephanie’s commitment to her clients is unmatched and she made every effort to ensure that our experience was positive and productive. Her knowledge of the platform is exceptional, and left no stone unturned. I feel very confident that we have the CRM optimized to the fullest extent possible. I highly recommend Stephanie to anyone looking to take their Wealthbox experience to the next level.”
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