The insurance industry, while very personalized, is also very data-driven. Unfortunately, gathering, analyzing, and implementing all of this data can be very time-consuming and keep you stuck in the office, unable to go out and make more sales. If you…
When you first open a new business, manually managing your leads and customer information through spreadsheets may be manageable. However, as your business grows, this is no longer an effective and efficient method for management. At this point, a customer…
Sales forecasting is an important tool that plays a major role in the success of your business. Providing accurate sales forecasts allows you to make better business decisions when it comes to goals, budgeting, prospecting, and much more. Unfortunately, for…
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 PR specialists still rely on these spreadsheets, which, unfortunately, means…
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 a quick solution to their needs, and no one has…
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 top of your pipelines and the work of your team…
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 business needs? What CRM functions does your business needs? Here…
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 what is a CRM system? CRM stands for customer relationship…
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, it becomes more difficult to manage customer interactions without a…
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, the truth is a CRM system for small businesses is…