SugarCRM

MARCH 2, 2023

WFG National Title Insurance Company is an organization in the real estate insurance field looking to create a better real estate transaction experience for all parties involved. WFG National Title Insurance Company’s Founder and Executive Chairman, Patrick F.

SugarCRM 26

SugarCRM Insurance Insurance Real Estate 26

SugarCRM

NOVEMBER 9, 2022

The Customer of the Year award celebrates customers who have cultivated a lasting partnership with SugarCRM by achieving significant business impacts using the platform. ONI-Waermetrafo GmbH was able to significantly increase the win rate of their quotes through SugarCRM, which consist of hardware, services, and support.

Brainsell 49

Brainsell SugarCRM Customer CRM 49

SugarCRM

NOVEMBER 11, 2020

That’s how your sales and customer relationship management work when you don’t have the right tools. For example, a B2B company that’s dialed in its approach to clients in the finance sector based on analytics can use that data to tailor its approach when launching a product to the insurance sector. Contact us to find out more.

Analytics 49

Analytics CRM Lead Rank Lead Scoring 49

SugarCRM

JANUARY 30, 2019

How do they fit in into CRM solution and SugarCRM? At SugarCRM, we have lots of retail chains doing just that – leveraging the flexibility and scalability of Sugar to manage lots of customer data points to drive loyalty and better point of sale experiences. Do they evolve?

CRM 33

CRM SugarCRM Webinar Metrics Loyalty 33

SugarCRM

JULY 20, 2018

Whether you are one month, one year, or several years into a CRM deployment, it is always important to perform “health checks” to insure the project is going smoothly. We usually like to think of IT and business projects as having a set lifecycle – we select tools, implement them – and move on. Set it and forget it.

CRM 41

CRM Course Insurance Insurance 41

SugarCRM

JULY 13, 2021

For example, the export-financing journey of one financial institution involved four organizations: the financial institution itself, the importer, the exporter, and an export insurance company. The journey required one and a half to two years to complete and included many highly technical components that bedeviled redesign efforts.

Customer 26

Customer B2C Segment B2B 26

SugarCRM

FEBRUARY 26, 2019

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. You want your CRM to guide your salespeople through a proven selling process, furnishing them with the tools and information they need at every step. But it’s not.

CRM 43

CRM Ideal Customer Profile Social Media Sales Automation 43