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Insurance Agent Onboarding Software: Reduce Turnover & Ramp-Up Time

BrainShark

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. Provided in short, manageable chunks of information (sometimes called “microlearning”). Easily accessible from any location and device.

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Best CRM For Financial Services – Finance CRM

Apptivo

Financial services, in general, refers to financial management which in broader terms refers to banking, investment, and insurance. To achieve this, one of the emerging trends in financial services is Finance CRM. What Is CRM Financial Service? The financial CRM Software of Apptivo is robust software with vast uses.

CRM 98
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Sales Success and Pipeline Management - The Myth

Anthony Cole Training

It doesn’t matter your role: VP of Sales, President of the company, sales manager, sales professional, and professional sales development expert. What we all know is that pipeline management is a myth! Okay, I’ll admit that it IS happening, but is it because of the pipeline management tool?

Pipeline 169
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CRM Plus CPQ vs. The Sales Rep from Hell

Cincom Smart Selling

In the classic play and movie, Glengarry Glen Ross , Blake, the somewhat strident troubleshooter from downtown, informs us that “ Sales is a tough racket. ”. Selling is not only tough on the sales rep, it is also tough on the company. CRM systems provide a place for contact, customer and activity reporting.

CRM 59
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Don't Be "Fooled" By Sales Force Automation Sales Projections

Anthony Cole Training

These applications, which range from simple excel spread sheets (SalesForce.com) to internally designed database systems, are used with the hope of assessing sales productivity and/or predicting future sales. However, the company had then made the "sales CRM tool" into a finance reporting application.

Lead Rank 189
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Drive CRM User Adoption by Creating Paybacks

SugarCRM

While it seems like an “old hat” topic, user adoption remains one of the biggest causes of CRM implementation setbacks and failures because user adoption is at the core of CRM success. CRM success needs C-level backing, but it also helps when users understand the CRM and see how it makes their work easier and more rewarding.

CRM 27
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Social Selling Via LinkedIn

Janek Performance Group

Updated data is critical for sales success. Nothing worse than calling a prospect from your CRM and hearing, “They do not work here any longer.” You also don’t want members of your sales force disclosing sensitive information, or worse, talk negatively about competitors in an open forum.