Jay Griffin
Financial Advisor
678-428-5636

678-428-5636
Member

770-282-3535
101 World Dr
SUITE 175
Peachtree City, Ga 30269
Company
Development
I have a CRM system yes to tell me or my assistants to get back to the client ASAP , preferably by the end of the day or first thing the next morning.
Either me or my assistants let them know that we are going to get back to them as soon as is humanly possible.
our CRM helps us to stay on task and is automated so that nothing gets missed or falls through the cracks.
Monday we had a client call at 4:45 pm, and needed some money sent out asap, so I assigned a task to my assistant to send out the required money to the client first thing the following morning, and it went out seamlessly because of our use of the CRM system.
Referral Trigger Response