article thumbnail

Allstate insurance agency achieves #1 status with lead management CRM from Leads360

Velocify

For New York-based Allstate agent and owner, David Williams, breaking into a saturated and highly competitive market as a new agent was no easy task. Williams also knew that being the first to contact new insurance prospects was a critical success factor in beating the competition. It keeps us a step ahead of the competition.”.

article thumbnail

What is Marketing Automation?

Apptivo

All About Marketing Automation. Marketing automation Definition. What is the need for marketing automation? Benefits of marketing automation. How does marketing automation work? Core areas of focus in marketing automation. What are marketing automation platforms? Who uses marketing automation?

Insiders

Sign Up for our Newsletter

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

article thumbnail

Best CRM For Insurance Agents: A Detailed Guide

Salesmate

Amidst the ferociously competitive market in the insurance sector, you need a way to stay on top of your game. And the key to accomplishing that is effective communication, which you can achieve only when you have access to a simplified way of managing your work process. What is Insurance CRM?

Insurance 128
article thumbnail

What's it take to generate leads that fuel your forecast?

Pointclear

Continued engagement in the form of account-focused outreach (also referred to as Account Based Marketing) makes sure your company is on their radar when the right disruption happens to necessitate a decision, when their current solution’s weaknesses reach the boiling point, or when competition encroaches and fear sets in.

article thumbnail

Inside Sales Power Tip 100 – Personalize

Score More Sales

If you call into hospitals / medical – you know a bit about the health care insurance changes and how this not only impacts all the decisions being made in the medical field now, but has added some anxiety and caution to decision-making. Tie that into your conversation. Take a moment and drop us a comment.

article thumbnail

The Pipeline ? Have You Read The Sales Book About? ? Sales.

The Pipeline

For instance, insurance agents (I know they are advisors now), they like real estate agents, are required to have a certain amount of CE credits to maintain their licence. The market is changing, are you? Funnel management. HR Management. Lead Management. Time Management. When Sales Met Marketing.

Pipeline 253
article thumbnail

How to Blow $100,000 on a Lead Generation Campaign

Pointclear

The CMO of a Fortune 500 company offered the CRO the following options regarding spending $100,000 on a marketing campaign. No matter what he did, no matter how he spent the company’s money, the CRO would complain about lead quality (and quantity). Marketing was convinced that sales never effectively followed-up on any leads.