Emissary
NOVEMBER 4, 2021
This involves checking the CRM and other systems of record. You will also want to keep in mind where you have the best chance of getting testimonials or branded case studies. For example, instead of just focusing on an industry such as “Financial Services,” you may be better off focusing on a sector such as Insurance.
BrainShark
MAY 20, 2022
When discussing insurance agent onboarding, most people focus on improvements to the hiring process: automation for applications, background checks, and other tasks to get agents in the door. You can learn more about how Colonial Life streamlined their sales onboarding and training in this case study.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Showpad
JANUARY 8, 2021
For instance, the objections expressed by customers in selling business insurance solutions will be significantly different from those encountered with electronic health records software. Case studies will be perfect for this purpose. Establish clear goals and KPIs.
Hubspot Sales
NOVEMBER 30, 2020
Instead, they provided a helpful case study. When people are asked about the honesty and ethical standards of people in different fields , "insurance salespeople" and "car salespeople" rank on the lower ends — among "members of Congress" and "senators.". Use a CRM to track your pipeline of potential business.
SugarCRM
MARCH 30, 2021
Gartner, the global research and advisory firm, reported in June 2019 that the market for customer relationship management (CRM) software grew 15.6% That’s tremendous growth in just one year, and according to the firm’s research, CRM software is the largest and fastest-growing enterprise software application category.
Costello
APRIL 16, 2019
At Leap | Carpenter | Kemps Insurance Agency, we use playbooks to help train new hires,” says Adam J. One, in particular is a call centre group in the health insurance industry– a very competitive space,” says Louise Taylor of Unbridled. CRM was built for contact management and it’s great at that job.
Act!
JANUARY 30, 2024
Consider publishing guest blogs , case studies , and op-eds in authoritative publications. It’s a good idea to use a CRM like Act! If you’re already using a CRM platform, you can create a workflow that automatically sends an email to a new customer asking for their feedback. Sign up for a free trial to see how Act!
Expert insights. Personalized for you.
52 
Let's personalize your content