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Customer Service Training Software: Factors & Tools to Consider

BrainShark

The right customer service training software can help you onboard agents faster, track their learning progress, and ensure they always have access to relevant information for resolving client issues quickly. A better way to train and educate your customer service teams is to get software that’s specifically built for that purpose.

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How To Use AI To Keep Your Financial Data Safe

Smooth Sale

Identifying and Protecting Vulnerable Data Sensitive data such as financial records, client information, and legal documents are prime targets for cybercriminals. Predictive Security One of the most forward-thinking applications of AI in cybersecurity is its ability to predict future threats based on trend analysis and predictive modeling.

Data 106
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A Startup Means Taking Risks

Sales and Marketing Management

Naturally, this is a fairly high risk for startups, since you’re going to have competition with companies that are already well-established in the market. Minimize your competitive risk by doing a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats, look it up if you aren’t familiar) to brainstorm strategies in advance.

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Sales Pros Say This Tool is Key to Driving Sales: How to Close More Deals With It [Data]

Hubspot Sales

In that survey, most sales professionals rated CRMs as effective tools, while 78% also noted that they enhance sales and marketing alignment. Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time.

Data 98
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True Story: Without a marketing plan, he planned to fail!

Pointclear

For this company ‘someplace else’ had been growth, but at low margins, with chaos in the sales ranks, and a poorly installed CRM system…all because of a marketing plan that wasn’t a plan. Shelly, the president, looked at me and said, “Yes we have a marketing plan, right Don? Get an 800 number for our customer service line.

Margin 203
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How to write a sales strategy that actually works

PandaDoc

It’s a vital question that all business owners, entrepreneurs, and marketers should be asking themselves on a regular basis. Without a clear and documented plan to help your sales team position your products and services directly to buyers, the risk of misinterpretation, miscommunication, and costly errors increases dramatically.

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Forging a Career in Insurance Sales — The Complete Guide

Hubspot Sales

Lots of Paperwork Documentation is necessary to show the evidence of a contract. Sites like Eventbrite and Patch.com help you find local insurance events to socialize with other agents, share your marketing strategy, and refer business to each other. Even if you’re lucky to get a base salary, you must still hit your quotas.

Insurance 101