CRM Customer Service Insurance Training 
Smooth Sale
JUNE 13, 2022
Attract the Right Job Or Clientele: Five Ways to Improve Efficiency in the Insurance Industry. Our collaborative blog provides insights into ‘Five ways to improve efficiency in the insurance industry.’ The insurance industry is a highly regulated and fragmented market. Routinely Review All Plans. Image credit.
SugarCRM
FEBRUARY 26, 2019
Even in 2019, plenty of businesses aren’t entirely sure what Customer Relationship Management (CRM) solutions can do for them specifically. It’s so easy to make a CRM choice based on what others are doing, as if safety in numbers is somehow an insurance policy against failure. But it’s not. Yup, the answer is technology.
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Pipeliner
OCTOBER 26, 2023
Chris highlighted that his company doesn’t just find people for clients, but also handles recruitment, compliance, training, and ongoing coaching for VAs. Chris mentioned that their VAs are based in the Philippines, known for its excellent customer service, as well as other bilingual teams from Latin America.
Janek Performance Group
DECEMBER 27, 2022
As a sales training organization, we work with innovative, successful companies across a variety of industries. As AI continues to evolve , many industries are adopting it to improve their products and services. There are many areas where AI falls short, but customer service is not one of them.
SugarCRM
NOVEMBER 9, 2022
Asia Pacific — Engenco Limited was chosen as the 2022 APAC Customer of the Year for demonstrating excellence in deploying SugarCRM across its businesses to drive data completeness for improved visibility and sales adoption. ” – Kerrilyn O’Rourke, Marketing Coordinator, Loveland Pulse.
Velocify
MARCH 5, 2013
But small businesses have an advantage too; they are known for their personalized customer service, generating repeat and referral business and for their relentless pursuit of the American dream. The post Sales CRM for Small Businesses with BIG Ambition appeared first on Leads360 Blog.
Gong.io
JULY 11, 2022
An outside sales rep at an insurance agency might travel to meet clients in their homes to discuss their needs, present insurance packages, and sign deals. Field reps for a B2B software company (a CRM platform, say), might attend trade shows, conferences, and industry events to promote their products and generate new business.
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