In this week’s Office Hours, Steve and Will from the Quivr CRM team dive into one of the most powerful advantages of being built on Salesforce — the ability to filter, query, and organize data to work smarter, not harder.

Learn how clean data and thoughtful workflows can help advisors:

✨ Automate recurring processes like backdoor Roth IRA contributions

🧠 Use picklists and tags to segment clients more effectively

📅 Build workflows around key dates and client milestones

🔍 Keep data organized for easier reporting, compliance, and team collaboration

Steve and Will also discuss how Quivr’s flexible data model lets advisors tailor their setup for their firm’s unique processes — without getting bogged down by unnecessary fields.

💡 Key takeaway: Clean, organized data isn’t just good hygiene — it’s the key to automation, segmentation, and efficiency inside your CRM.

🗓️ Join Office Hours: Every Wednesday at 12:30 PM CT — exclusive to current Quivr users.

🚀 Not using Quivr yet? ⁠Schedule a demo⁠ to see how we help advisors streamline their businesses.

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