article thumbnail

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.

article thumbnail

Top 6 mortgage CRM software preferred by mortgage professionals

Apptivo

What is mortgage CRM software? Loan officers and mortgage professionals use mortgage CRM software to track clients, capture loan prospects, solve issues, and analyze sales. A mortgage CRM software should have all the features that mortgage lenders need. Let’s take a look at the top 5 CRM software: Apptivo. Scalability.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Enterprise Accounts – The Seeds of Growth

Pipeliner

Landing a large enterprise account is a big achievement, bringing with it new revenue and profit. But unlike smaller account wins, the real significance of an enterprise account victory is the huge potential for growth. The dreaded hand-off, “detaching with an ax,” is simply unworkable with enterprise accounts.

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. 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?

Insurance 128
article thumbnail

Building GenAI for Business? Data Infrastructure Comes First

Zoominfo

For example: Despite the core importance of CRM systems to B2B growth, companies still estimate that about a third of their data is inaccurate on average. Whether you’re in finance, insurance, retail, or any sector in between, equip yourself with top-tier data to stay not just afloat, but ahead.

Data 147
article thumbnail

Digital Communications: a Path to Exceeding Customer Expectations

Cincom Smart Selling

While some of the larger and more innovative enterprises are farther along, most organizations have limited options or even no options for digital communications at this point. As one example of the progress and, conversely, the remaining opportunity, 39% of insurance carriers say they offer digital delivery of ID cards today.

article thumbnail

Digital Communications: a Path to Exceeding Customer Expectations

Cincom Smart Selling

While some of the larger and more innovative enterprises are farther along, most organizations have limited options or even no options for digital communications at this point. As one example of the progress and, conversely, the remaining opportunity, 39% of insurance carriers say they offer digital delivery of ID cards today.