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 process begins with the ability to track your customers’ data.…
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 these two powerful tools work together, you give your teams…
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 practice for any business to target new leads and boost…
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 processes can help you organize data, improve sales performance, and…
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 mailed out to your customer. While this may seem like…
When it comes to tracking commissions, how is your agency handling the process? Are you still relying on Excel sheets, taking the carrier statements at face value, and simply writing checks for your agents? Does your basic CRM not offer…
Traditional sales processes can be incredibly time-consuming and inefficient. Not to mention how unsustainable they are for long-term, consistent growth. Fortunately, you can employ many different services and technologies beyond traditional means with much higher success and growth rates. One…
AMS and CRM are terms that many people use almost interchangeably, but they offer very different services that can benefit your company in different ways. One works better at helping you acquire and onboard new members, while the other works…
Without customer loyalty, your business will fail. After all, if you don’t have clients who laud your services to others via word of mouth or have clients who repeatedly return to your business for help with their insurance needs, how…
Without customers, you can’t run a business, so maintaining good relationships with your customers is absolutely vital. Caring for them and building those relationships takes many different forms, including lead nurturing and prospect monitoring, but handling customer disputes is one…