In this User Spotlight, Steve Drost and Will Kaplan interview Josh Rendler of Define Financial, LLC about the firm’s transition from Redtail to Quivr’s Salesforce-powered CRM.

You’ll hear:

- Why the firm outgrew Redtail and chose Quivr

- How Quivr eliminated 15–30 minutes of manual work per prospect

- What the migration experience was like from an advisor’s perspective

- Why Josh calls Quivr the “gateway” that made Salesforce finally usable for advisors

If you’re considering a CRM switch—or want to see how an advisory firm uses Quivr to operate more efficiently—this is a must-watch.