Category CRM

Improving Customer Dispute Resolution Using CRM Software

Improving Customer Dispute Resolution Using CRM Software

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…

Finding the Right CRM for Gmail Integration

Finding the Right CRM for Gmail Integration

Using CRM software is a great way to promote efficiency, productivity, and customer relationships for your business. One of the best ways to promote CRM integration more thoroughly throughout your agency is by investing in email-based CRMs, specifically Gmail CRMs.…

12 Important CRM Reports for Insurance Agencies

Important CRM Reports For Insurance Agencies

CRM reports have many benefits that businesses and agencies should take advantage of. They highlight many forms of invaluable data that can help direct the business toward success. CRM reports specifically assist companies with marketing campaigns, ROI, goal monitoring, and…

Benefits of CRM Software for Your Insurance Agency

Benefits of CRM Software for Your Insurance Agency

No business can function without a customer base. It doesn’t matter how much money, time, and energy are put into a project. Without customers to invest in it, it’s pointless. So, how can agencies develop and manage this all-too-important aspect…

CRM Best Practices Every Insurance Agency Should Know

Insurance CRM software, or Customer Relationship Management software, is an incredibly valuable piece of technology. It’s a fast-growing tool that helps insurance companies pave the way for solid relationships and interactions between themselves and their customers. However, like any tool,…