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Channel Partner Training Software: 5 Features to Consider

BrainShark

The right channel partner training software can help with this. Feature 1: CRM integrations and automatic SCORM compliance, so channel partners have your training materials inside their LMS or CRM. Online or offline access on nearly any device , so channel partners can access trainings anytime, anywhere.

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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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CRM Adoption: Five Tips for Staying On Course Post Deployment

SugarCRM

Whether you are one month, one year, or several years into a CRM deployment, it is always important to perform “health checks” to insure the project is going smoothly. Just because the software is in place, does not always mean it is being used at optimal levels or driving the best return. Set it and forget it.

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“My Obsession To Provide Customer Value,” Christian Mauer

Partners in Excellence

I managed a team of software and hardware engineers and external subcontractors. They also were not aware of the amount of software to be developed for the requested functionality. To promote the business for operator platforms, I relied primarily on other national subsidiaries of the international corporation our company was part of.

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What is Inside Sales? Everything You Need to Know

Gong.io

An outside sales rep at an insurance agency might travel to meet clients in their homes to discuss their needs, present insurance packages, and sign deals. Field reps for a B2B software company (a CRM platform, say), might attend trade shows, conferences, and industry events to promote their products and generate new business.

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Do Distributors Need a Chief Data Officer?

Distribution Pricing Journal

Having access to customer data allows you to customize your marketing outreach with relevant offers and promotions. You’ve been in business for years and that means you have accumulated software applications, legacy systems, and databases that do not communicate with each other seamlessly. You can spot emerging trends in each location.

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What is Marketing Automation?

Apptivo

Marketing automation is the practice of using tools and software that automate various steps in marketing that lead a customer to the sales funnel. Promoting data-driven marketing communication for better control over the content. Customer Relationship Management (CRM) software. Workflow automation software.