Tamarac Training & Consulting

For independent advisors, delivering personalized service while managing complex client relationships requires a system that’s both powerful and intuitive. At CRM Coach, we specialize in training and consulting services for Tamarac CRM, the Microsoft Office 365-based solution tailored specifically for financial advisors.

Here’s how our Tamarac CRM training and consulting services help solve common challenges faced by independent advisors:

• ✅ Inefficient Client Communication
  Simplify and personalize interactions with seamless Microsoft Outlook integration. We’ll guide your team in using Tamarac CRM to stay connected with clients and ensure meaningful communication at every step.
• 📊 Disconnected Data Across Tools
  Centralize your operations by integrating Tamarac Reporting and Tamarac Trading. We’ll help you streamline performance reporting and portfolio rebalancing directly within the CRM for a more efficient workflow.
• 🛠️ Lack of Actionable Insights
  Turn data into decisions with business intelligence reports. We’ll train your team to leverage Tamarac’s reporting tools to gain actionable insights and elevate your client service.
• 💡 Low Adoption Among Staff
  Encourage easy adoption with Tamarac CRM’s user-friendly interface. We’ll provide hands-on training to ensure your team feels confident and productive using the platform.
• 🔗 Difficulty Managing Complex Client Portfolios
  Keep everything organized and accessible. We’ll help you customize Tamarac CRM to handle the unique requirements of your clients, from data aggregation to detailed portfolio tracking.

Let us help you transform Tamarac CRM into a cornerstone of your advisory business. Together, we’ll optimize your workflows, enhance client relationships, and empower your team to deliver exceptional service with confidence.

Tamarac Training

Hands-on training to help you master Tamarac. Hands-on learning with live instructors provides everything you need to optimize your Tamarac instance. Customized private training is also available.

Tamarac Consulting

Expert consulting to optimize your CRM for success.

Why Choose Our Tamarac Services?

Expertise and commitment to your success.

Need Help With Tamarac CRM?

Professional Services: Work one-on-one with a Tamarac expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a Tamarac technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Tamarac is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Frequently Asked Questions