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Tag: CRM integration

Save Your Employees Up to 6 Hours Per Week [Infographic]

By Jo DayNovember 11th, 2016

Sharepoint Microsoft Dynamics to Salesforce Worldox Cloud

By Jo DayNovember 11th, 2016

Trumpet, LLC 4611 E. Chandler Blvd. Suite 112-165, Phoenix, AZ 85048 (480) 961-6003

Trumpet Services

“Another Similar” button coming to Symphony Profiler
10 Ways a Document Management System Increases Productivity & Decreases Time and Expense
11 Expert Project Planning Tips for Selecting New Technology
13 Questions to Help RIAs Effectively Onboard New Employees
2017 Financial Advisory Fees Report from Inside Information
2017 IT & Operational Trends in Law Firms [Survey]
27 Ways to Evaluate Document Management Software
3 CRM Software Integrations Financial Advisors Should Consider
3 Essential Traits Your Next Client Service Professional Must Have
3 Mistakes to Avoid When Purchasing a Document Management System
3 Strategies for Effective Document Management Training
3 Ways to Maintain Effective Client Relationships
4 Powerful Tips to Maximizing a CRM for Financial Advisors
4 Takeaways from Legaltech 2017
5 Company Culture Weaknesses Causing Your New Hires to Quit
5 Questions to Answer Before You Implement New Technology at Your RIA
5 Simple Steps to Successfully Execute Your Cybersecurity Training
5 Times it’s Worth Having a Pre-Meeting Before Your Meeting
5 Tools to Minimize Wasted Time in 2018
5 Ways to Solidify Trust with New Clients
5 Ways to Take Breaks at Work and Why It’s Important!
6 Best Practices for Creating Powerful Processes
6 Questions to Ask Before Selecting Software for Your RIA
6 Reasons Operations Teams Need Document Management (compliance isn’t one of them)
6 Reasons RIA Owners Need Document Management (compliance isn’t one of them)
6 Surprising Steps to Become a Great Delegator
7 Must-Read Blogs from 2016
A Better Way to Manage eSignatures with NetDocuments and DocuSign
A Brand New Trumpet
A more detailed explanation of today’s web outage
Announcing: Trumpet’s Resource Center
Are You Attending the Insider’s Forum?
Assemblage – Automate Your Document Reporting Process
Assemblage – now you can deliver your Assemblies using our Emailer Tool
Assemblage 2.0 has arrived
Assemblage 2.0 Interface Changes
Assemblage 2.0 Worldox Auto Filer Interface Changes
Assemblage now offers deeper integration with Junxure’s ClientView Live portal
Assemblage Reduces Quarterly Reporting from 5 Days to 3 Hours
AUG: National Members Meeting 2017
Auto Filer for NetDocuments Simplifies Financial Statement Filing
Auto Filer for Worldox takes Collections Letters 100% Paperless
Avoiding the Big Fail – part 1
Avoiding the Big Fail – part 2
Avoiding the Big Fail – part 3
Award-winning Worldox is now available to your firm in the Cloud
Backup for Financial Advisors – Redux
Best Practices for Selecting a CRM for Financial Advisors
Bob Veres: How to measure efficiency in your operations department
Brainwriting – an Efficient Alternative to Brainstorming
Bridging the Digital Divide
Calculations to help plan a big scanning project
Change Management with Document Management Software
Check the status of Symphony Profiler from your workstation
Checking the Status of Symphony OCR
Coming Soon!
Comparing and Selecting the Best OCR Software for Your Firm
Comprehensive Blueprint to Hiring for RIA Firms
Creating a Culture to Support Technology Adoption
CRM Software Integration: Is it Worth the ‘Weight’?
Curious How to Successfully Implement New Technology?
Custom Reports Without the Hassle Factor
Delegate to Increase Employee Morale
Dillashaw LLC Helps Entrepreneurs Take Flight Faster With SignatureBridge
Dillashaw, LLC Helps Entrepreneurs Go Faster with SignatureBridge
Dillashaw, LLC Helps Entrepreneurs Take Flight Faster With SignatureBridge
Document Management – It’s More than Going Paperless [eBook]
Document Management Systems
Document Management Systems: the “Must-Have” Technology for Every RIA
Don’t be a Victim to All-in-One RIA Software
Don’t Wait for a Cybersecurity Breach – 3 Steps to Prepare Your Firm in Advance
Download This Free Cybersecurity Checklist For Your Firm
Drowning at work: do you need a new employee or better technology?
Ease of Use in Worldox GX4 – There is a Better Way
Effective Employee Training for Your New Software or Service
Email bounce issues
Emailer Tool – New Features in Assemblage 2.0
Employee Spotlight: Carin Mehling
Employee Spotlight: Kevin Day
Employee Spotlight: Lucinda Frizzell
Employee Spotlight: Shannon Bickmore
Employee Spotlight: Will Stagl
Essential Process Improvement Tools to Maximize Efficiency
Exploring the Possibilities of Artificial Intelligence – Don’t Miss this Exciting 3-Part Webinar Series
Find documents easily with Symphony OCR for PracticeMaster
Follow up article to previous post
Get More Out of the T3 Advisor Conference in 2017
Getting Buy-In for DMS, Part 1: Learning Your Boss’ Priorities
Getting Buy-In for DMS, Part 2: Aligning Priorities
Getting Buy-In for DMS, Part 3: Improving Client Experience
Getting Buy-In for DMS, Part 4: Using Before & After Use Cases
Getting Buy-in for DMS, Part 5: Technology is an Employee Benefit
Growing a firm requires an entirely different skill set than starting a firm
Has that document been scanned yet?
Heartbleed status update
Here’s How to Change Your Password Policy Now (so it works without being constantly irritating)
How OCR Software Makes Lost Files A Problem of the Past
How Operational Efficiency Can Be an a Differentiator for Your RIA
How to Accelerate Employee Onboarding with a Simple Checklist
How to Choose the Right RIA Portal for Your Firm
How to Choose the Right Technology for Your RIA
How to Convince Your Boss to Invest in New Technology
How to Decide Between a Mission Critical or a Quick Win Project for Your RIA
How to Define Your Firm’s Core Values (and why it matters)
How to Ease Compliance Concerns as a Financial Advisor
How to Enhance Client Service and Increase Revenue with a DMS
How to Evaluate the Need for New Software at your RIA
How to Get Your Firm Ready for AI [Webinar]
How to Get Your Technology Project Funded
How to Help Introverted Team Members Thrive at Your Firm
How to help Non-Process People Embrace Processes
How to Implement New Software at Your RIA without a Hitch
How to Implement the Right Technology for Your RIA: Part 1
How to Implement the Right Technology for Your RIA: Part 2
How to Improve Efficiency through Report Automation
How to Launch New Software at your RIA
How to Make Cybersecurity Everyone’s Favorite Lunch & Learn
How to Make the Most of a Software Demo for your RIA
How to protect yourself from recent Java vulnerabilities
How to Start a Cybersecurity Program (Or Convince Your Boss to)
How to Stop Running Away from Runaway Meetings
How to Write an Executive Summary
Is Your Firm’s ‘Technology Brand’ Hurting Employee Retention?
IT & Operational Technology Trends in Law Firms
It’s not you, it’s us!
Jazz up your staff meetings
Jo Day discusses the Trumpet Publisher tool with Bill Winterberg of FP Pad
Key Takeaways from ILTACON 2017: Technology and Communication
Law Firm Profitability: Top Time Wasters And Ways to Avoid Them
Learn how to search smarter with Intelligent Search
Make conversations, not e-mail
Making the Most of Your DMS
Multitasking is a Myth: Major Tips and More for the Busy IT Pro
New design for Symphony Profiler reservation dialog
New graph displays in Symphony OCR
New Symphony Profiler Features – custom cover pages and more
OCR of email attachments
one of the coolest gifts I’ve ever received
Planning Your Cybersecurity Training in 9 Simple Steps
Protecting yourself from recent Java vulnerabilities
Publisher
Publisher – The Easiest Way to Share Files with Clients
Quick Start Guide Example to Training Employees in a New Software
Report Automation: Assemblage
RIAs Trends: Getting DMS at the same time as a CRM
Rich Text Editor in Emailer Tool
Save Your Employees Up to 6 Hours Per Week [Infographic]
SEC Cybersecurity Audit: What You Should Know
See You Tomorrow at Legaltech in NYC!
Sharepoint Microsoft Dynamics to Salesforce Worldox Cloud
Should I Hire Based on Skills or Culture Fit with My Law Firm?
Should I Hire Based on Skills or Culture Fit?
SignatureBridge Datasheet
SignatureBridge Update Release
SignatureBridge: Electronic Signature Software
Sneak Peek: Top Picks at Insider’s Forum 2017
Stop Wasting Precious Time: How to Automate Document Management
Successfully Achieving Scalability with Symphony OCR
Symphony OCR (Optical Character Recognition)
Symphony OCR 6.0
Symphony OCR Brochure
Symphony OCR Brochure Datasheet
Symphony OCR Brochure for NetDocuments Users
Symphony OCR for NetDocuments (& Windows Folder)
Symphony OCR in Comparison to Scanner & Desktop Software
Symphony OCR Software Updates (v.6)
Symphony OCR’s “Dashboard” – Managing Symphony OCR
Symphony Profiler
Symphony Profiler – Make Reservations Directly from Worldox
Symphony Profiler – Save Time using Handheld Barcode Scanners
Symphony Profiler – Simplified Email Notification Configuration
Symphony Profiler Workstation API
Technology Toolkit for RIAs
Technology Training for Law Firms: Most Common Mistakes
The Complete Cybersecurity Training Checklist
The Importance of Change Management Skills – Professionally and Personally
The Misunderstood Role of COO – “The Hardest Job I’ve Ever Done”
Top 5 Mistakes of Avoid When Selecting New Technology
Top Barriers for New Technology in Law Firms
Trending from Trumpet: Pick a Portal Provider Soon
Trumpet Announces Assemblage™ Discount for Packman Users
Trumpet Announces Complete Imaging Solution for Worldox DMS
Trumpet Announces Complete Imaging Solution for Worldox® DMS
Trumpet announces integration with Citrix ShareFile
Trumpet Announces Maestro’s Compatibility with GX2
Trumpet Announces New Support System
Trumpet Gives Back
Trumpet Introduces SignatureBridge
Trumpet is hiring – Software Support Specialist
Trumpet is Hiring!
Trumpet is Hiring!
Trumpet Life: Thanksgiving
Trumpet Life: Volunteer Day! 2016
Trumpet Publisher for Citrix ShareFile
Trumpet Publisher for ShareFile Enhancements
Trumpet Solutions for Financial Advisors
Trumpet Success Story: Business Process Optimization for Quarterly Electronic Filing
Trumpet Success Story: How Symphony OCR Allows all Documents to be Text-Searchable
Trumpet, Inc. Announces Express ProfileTM for Worldox
Trumpet, Inc. Announces Integration with Advisor® CRM
Trumpet, Inc. Announces Integration with FamilyOfficeNetwork®
Trumpet, Inc. Announces MaestroTM OCR Software for Worldox®
Trumpet’s New Year’s Battle Plan
Updates on Worldox GX3 Enterprise and GX3 Cloud options
Using a CRM Workflow isn’t Always Best. Here’s Why.
Virtuoso now provides speedy searches for light or heavy CRM users
Virtuoso: Worldox Integration for Your CRM
Webinar: How to Choose the Right Technology for your RIA
Well that was interesting… (Back online)
What business are you *really* in?
What Can an Oreo Factory Teach RIA Firms About Filing?
What Happens When Your Firm has No Defined Core Values?
What I learned from Elon Musk
What Kills Business Teams – it’s a Matter of Trust
Why It’s Important to Use OCR to Make PDFs Work for YOU
Why Tiger Woods needs window envelopes and your clients do too (true story)
Window 8 review
Windows 8 Compatiblity Update
Workflow Automation Might Actually Be Hurting Your Productivity
Worldox Cloud update
Worldox GX3 – Coming in February
Worldox GX4 for Financial Advisors
Worldox GX4: What’s in it for my firm?
Worldox Now has Naming Conventions
Worldox Ranks #1 for Flexiblity Among Document Management Systems
Worthwhile read on cloud-based security flaws
Your Guide to Buying a Document Management System

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