றேதிடைல் தொழில்நுட்பங்கள் News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Pulse360 has introduced a task automation feature directly linking email, CRM and overall office productivity improvement.
Startup Pulse360 has launched automatic task creation whereby emails or other triggers can in turn set off the creation of a full task in an advisor’s CRM or initiate communication with clients or prospects.
It is meant to help financial advisors avoid what has traditionally been double work, when it comes to remembering to send emails or creating or updating fields and entries within their CRM.
Specifically it can automate the manual task of creating, well, tasks within the popular Redtail and Wealthbox CRM systems. Advisors can take their notes within Pulse360, such as a prospect or client meeting and then attach a “task” to it creating an email to the client with a plan or other documents or trigger an onboarding package, for example. ....

Anand Sheth , Brian Mclaughlin , Startup Pulse , Redtail Technologies , ஆனந்த் உறை , பிரையன் ம்கிலௌஊகிலின் , தொடக்க துடிப்பு , றேதிடைல் தொழில்நுட்பங்கள் ,