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How WFG National Title Insurance Overcame Automation Challenges with SugarCRM

SugarCRM

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. Besides, WFG was looking into solutions to increase CRM adoption and streamline Marketing operations, along with giving their sales enablement efforts a kick.

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Importance of data privacy and compliance

Nutshell

Data privacy refers to the handling of personal information , also known in marketing as personally identifiable information (PII). Importance of data privacy When using a CRM to collect and store customer information, data privacy is of the utmost importance. What is data privacy? How do I stay in compliance with data regulations?

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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. Insurance agents deal with multiple tasks and clients every day. To prevent such errors, you need CRM software that is intuitive and adds value to your company. What is Insurance CRM?

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4 Must-Have 2023 Sales Technologies for CROs and RevOps Leaders

Mindtickle

Over the last few months, I’ve met with dozens of CROs and RevOps leaders to understand their biggest pain points, all of which have been amplified by the current market conditions. These companies ranged from F500s to high-growth commercial companies in markets like B2B tech, education, finance, insurance, and consumer healthcare.

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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. Marketing was convinced that sales never effectively followed-up on any leads. Yet, these are the “prospects” who score a lot of points in a marketing automation solution. You have heard it all before. (To

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The Five Pillars of Pharmaceutical Sales Training Excellence

Mindtickle

Strict regulatory requirements The pharmaceutical industry is subject to strict regulatory guidelines, including compliance with laws such as the Health Insurance Portability and Accountability Act (HIPAA) and the Food and Drug Administration (FDA) regulations.

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“My Obsession To Provide Customer Value,” Christian Mauer

Partners in Excellence

In my naivety, I did not exclude taking a role in marketing if this would make me such a person. I was given a part-time post graduate education on Systemic Marketing to prepare for this role. For customer premises equipment, we focused on the national market with a direct seller. I excluded though to become a seller.

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