Remove CRM Remove Customers Remove Repeat business
article thumbnail

Best CRM For Insurance Agents: A Detailed Guide

Salesmate

To prevent such errors, you need CRM software that is intuitive and adds value to your company. First, let’s look at what Insurance CRM is and the challenges insurance agents face to understand CRM’s need in business. What is Insurance CRM? Insurance CRM is designed specifically for companies and insurance agents.

CRM 128
article thumbnail

If Your Salespeople Hate CRM, Here Are Some Implementation Tips!

Adaptive Business Services

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we’ll explore the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. Standard and Custom Fields.

CRM 96
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Ultimate Cold Outreach Guide: Outbound Marketing on Steroids

Veloxy

This evolution has made cold outreach more targeted and data-driven, allowing us to connect with potential customers more effectively. One of the main benefits is its ability to generate new leads and expand our customer base. When we engage with potential customers, we can learn about their pain points, preferences, and objections.

article thumbnail

Microsoft enters the customer experience space

Martech

Microsoft this week announced the launch of the Microsoft Customer Experience Platform designed to orchestrate AI-driven customer journeys. The platform has integrations with Dynamics 365 Customer Insights and Microsoft Advertising. It will use real-time contextual insights and analytics to predict customer intent.

article thumbnail

How Nimble CRM Increases Company Sales Revenues

Adaptive Business Services

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. What are some of the general company benefits from a well managed CRM … Increased revenues.

CRM 71
article thumbnail

Sales and customer service have more in common than you might think

Salesmate

Sales and customer service were once considered completely different areas of business – divided into two different departments, each having different goals, objectives, and strategies. Traditionally, sales teams would bring in new customers, while customer service teams were expected to take care of them.

Service 110
article thumbnail

3 Ways to Keep Your Customers Happy & Improve Retention

Sales Pop!

In sales, there’s a well-known cliché that states, “It costs five times more to acquire a new customer than it does to retain one,” and while that number may fluctuate depending on the industry you’re in, retaining customers is indeed easier than finding new ones. Turn feedback into action.