We are looking for a full-time rockstar CSA! This will be an in-office position, and we prefer to use a recruiter. Who did you use to find a CSA for your firm?

We've corrected an SPF record issue and investigated several potential causes, including Yahoo/AOL filtering changes, Microsoft-related redirect links in email signatures, and messages being flagged as spam by our email security platform. Internal delivery issues appear to be resolved, and complaint volume has decreased, but we still occasionally hear from external recipients who aren't receiving emails. We currently monitor reports, follow up on unanswered emails, and help clients whitelist our domain when needed, but that isn't a scalable long-term solution. Has anyone dealt with a similar situation? What strategies, tools, or best practices have helped you identify and resolve intermittent email deliverability issues without requiring users to verify every message?

Hey all - I am banging my head against the wall with a few simple (in my opinion!) issues I can't seem to resolve related to setting up some Advyzon CRM workflows. Most of it has to do with triggering a workflow when a meeting is put on the calendar. Anyone experienced users out there willing to share 10min with me over Zoom or Teams?

We’re starting to plan out some upcoming webinars for the community and would LOVE your input!! What topics would actually be most helpful for you and your team right now? A few ideas we’ve been tossing around: • CRM best practices workshop • Workflow design + operational efficiency • Building a proactive client experience • Leveraging your CRM during the great wealth transfer • Cybersecurity best practices for advisory firms • Compliance conversations • OCIO Partners • Panels with other industry experts • Team training + adoption strategies • Data integrity + CRM cleanup But honestly… we want to build content around what YOU want to learn more about. So tell us:What operational, technology, or growth topics would be most valuable for us to cover? Drop your ideas in the comments below 👇

Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?