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7 CRM Uses for PR
For public relations specialists, also known as communications or social media specialists, spreadsheets have always been the go-to for contact management, activity tracking, and so much more. In fact, many
Selling Insurance Over the Phone with a CRM
Years ago, customers would go to the local insurance broker when they needed a new or wanted to upgrade their current policy. Fast-forward to today, and everyone is looking for
CRM For Dummies
As a successful insurance agent, you understand the importance of building trust and nurturing a relationship with your leads and clients. You understand how important it is to stay on
17 CRM Features and Why You Need Them
If you have decided to add a CRM to your business, chances are you have discovered hundreds of different solutions available. How do you know which CRM will fit your
CRM Tool Examples: Use Cases for a Growing Business
As an owner of a growing business, you understand that building relationships with your customers is essential for success. This is where a good CRM can make a difference. But
The Importance of a CRM: Why Your Company Needs a CRM to Grow
As a new company, chances are you understand the importance of customer relationship management. Nurturing and maintaining a relationship with customers is essential for your success. As your company grows,
Why Should a Small Business Utilize a CRM?
As a small business that has to compete with larger, more established brands, building customer relationships is essential. While many small businesses may think adding a CRM is too expensive,
What is a CRM and How Does It Work?
The goal of every successful business is to maintain good relationships with its customers. Unfortunately, managing and tracking customers relationships with filing cabinets or spreadsheets can be time-consuming, taking time
What is the Primary Objective of the CRM Process?
Customer relationship management (CRM) platforms are quickly becoming an essential component of sales planning in any business. As a business, your main goal is to build customer relationships and that
The 5 Best Slack CRM Integrations
If you are looking to improve the collaboration and productivity within your team, integrating Slack with customer service management (CRM) software may be the solution you are looking for. When
Is MailChimp a CRM?
Customer relationship management (CRM) systems help businesses organize and analyze customer information data while also allowing for businesses to better manage relationships with their customers. Email marketing is an essential
19 CRM Processes That You Can Easily Automate Today
When it comes to business software like a CRM, your goal is to help organize your business and make complex tasks easier for you and your team to accomplish. CRM
What is Order Management and How Can a CRM Help?
When a customer clicks the “buy” button, as a business, your work begins. Once you receive the order, you must pull the product, prepare it for shipping, and get it
Best E&O Insurance for Insurance Agents
As an insurance agent, you understand the importance of quality coverage for your clients. However, it is just as important for you as an insurance agent. Unfortunately, mistakes happen and,
Lead, Prospect, Opportunity: What’s the Difference?
As an insurance agent, your sales and marketing teams must work together to understand your target market and who your customers are, what they need, and how, as an agent,
Importance of an Automated Onboarding Process
In insurance, customers often have little interaction with their agents. They sign up for a policy and, unless they need to file a claim, they often have little to no
Marketing for Insurance Agents: Strategies and Tips
As an insurance agent, you rely on an ever-growing flow of potential clients. But what are the best ways to help ensure that regular flow? Having the right marketing strategies
How to Prospect for Life Insurance Clients
As a life insurance agent, you understand the security of a life insurance policy to your customers and their loved ones. While most people understand its importance for financial security,
Guide to Appointment Setting for Insurance Agents
As an insurance agent, your goal for every call is to set up a meeting or appointment. However, you don’t always have the time to spend hours upon hours making
Guide to Cold Calling for Insurance Agents
As an insurance agent, you are constantly working to generate leads to increase your sales. For many, this means taking time each week for cold calling. While the idea of
How to Find Cheap Final Expense Leads
With many companies declining life insurance policies for those at high risk of mortality, the demand for guaranteed-issue final expense insurance increases. Having access to a steady flow of final
Tips on How to Get T65 Leads for Health Insurance
As a health insurance agent that provides Medicare Supplemental insurance policies, a part of every day is looking for quality leads that will eventually turn into more sales. With over
What Does an Insurance Agent Do on a Daily Basis?
The job description of an insurance agent is someone that sells insurance policies to meet the needs of their clients. However, that description is very vague and doesn’t really tell