Remove CRM Remove Insurance Remove Research Remove Software
article thumbnail

Five Ways to Improve Efficiency in the Insurance Industry

Smooth Sale

Attract the Right Job Or Clientele: Five Ways to Improve Efficiency in the Insurance Industry. Our collaborative blog provides insights into ‘Five ways to improve efficiency in the insurance industry.’ The insurance industry is a highly regulated and fragmented market. Routinely Review All Plans. Image credit.

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.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Top 10 Allego Milestones

Allego

He thought that instead of creating an app, Mark should think about being in the software business. We were tapped as a Gartner® Cool Vendor for CRM Sales and were fifth on Inc. 500’s list of Fastest-Growing Software Companies. insurance companies, 4 of the 5 largest global medical device companies, 6 of the 10 largest U.S.

Unica 118
article thumbnail

Digital Communications: a Path to Exceeding Customer Expectations

Cincom Smart Selling

Research shows that most organizations are still in the beginning stages of their digital-communication initiatives. 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

Get The Right Data Into Your CRM

Appbuddy

In the race to get accurate customer data into our CRM, many users find that the burden of manual data entry is daunting. So why aren’t users documenting their data in your CRM—and why is so much CRM data bad? Eliminate the broken processes that drive reps out of your CRM. Human nature, of course.

article thumbnail

Digital Communications: a Path to Exceeding Customer Expectations

Cincom Smart Selling

Research shows that most organizations are still in the beginning stages of their digital-communication initiatives. 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

“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. In addition, we also concluded a side by side selling agreement with our Computer Hardware supplier to provide leads for our software platform.

Lead Rank 102