The number of brokers that use more than one CRM, or multiple pieces of software, is quite staggering, and any tool or process that duplicates data will impact productivity and potentially compromises compliance. This has to end... and we certainly can't let our own clients lean into worst practice tech stacks (this is you, James).
A long time coming, we're leveraging the entire Microsoft suite (beyond the current capability) and making certain MS applications a primary source of Yabber data. For example, one should never have more than one source of contacts, so we've migrated our entire contract module into Microsoft (Outlook). This means modules such as the SMS toolkit reference Outlook Folders and Categories almost exclusively rather than any isolated Yabber list. The contacts example is a big-ticket change, but it's just one change of many.
We've found that many brokers use a second CRM (a nutty concept), so we're building features into the free Microsoft Planner Kanban Board (made available with your 365 subscription). With our revised trigger module - and native connectivity with other MS apps - Planner comes alive in a way that makes it one of the best Kanban facilities on the market. Planner integrates directly with email, files, OneDrive, Tasks (ToDo), Groups,, Teams, and other apps, making it a ridiculously efficient tool.
We've met every few days with top brokers in order to determine how facilities like OneNote or ToDo might be used to assist with workflow/compliance, and we think we've designed some brilliant solutions.
We'll be migrating the SMS module over the next 48 hours so we ask you not create any new SMS autoresponders, voicedrops, or even send any messages, until the migration is complete.
Edge (Repricing), BDMset, and Saturn (Relationship Manager) are all limited until Friday.
More information to follow via email.
