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5 Workplaces Shake Up the Traditional Office Model
At-home comfort and flexibility makes its way into our corporate spaces
Words by: Matt Dougherty
Takeda s Dubai headquarters, designed by Roar
Projects:
At-home comfort and flexibility makes its way into our corporate spaces
Words by: Matt Dougherty
Takeda s Dubai headquarters, designed by Roar
At a time when many business are rethinking what the physical office is and means, designers are pushing for a more comfortable, residential-informed narrative in professional spaces. From pharmaceutical companies to iconic lifestyle brands looking for an upgrade, these five spaces hint at what’s to come when people return to office life.
Pulse360 Launches Automatic Task Creation in Partnership with Leading Financial Advisor CRMs.
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Work advisors do to bridge CRM and e-mail reduced by 50%
“Automating communication with clients and now automating daily work has never been easier with the deep two-way integration between Pulse360 and Redtail CRM,” said Brian McLaughlin, CEO of Redtail Technologies. “Financial Advisors are huge beneficiaries of our work together.” RIVERSIDE, Calif. (PRWEB) December 21, 2020 Pulse360 today announced a new automatic task creation feature that helps financial advisor avoid double work of communicating with their clients/prospects and manually creating tasks in their CRMs. Starting December 17, Pulse360 will empower financial advisors to attach tasks to their advice that automatically get created in Redtail CRM or Wealthbox CRM. Salesforce is coming soon.
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.
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