SugarCRM

MARCH 2, 2023

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.

SugarCRM 26

SugarCRM Insurance Insurance Real Estate 26

SugarCRM

FEBRUARY 26, 2019

Even in 2019, plenty of businesses aren’t entirely sure what Customer Relationship Management (CRM) solutions can do for them specifically. It’s so easy to make a CRM choice based on what others are doing, as if safety in numbers is somehow an insurance policy against failure. But it’s not. Yup, the answer is technology.

CRM 43

CRM Ideal Customer Profile Social Media Report 43

SugarCRM

JANUARY 30, 2019

Yesterday I hosted a webinar titled “A Blue Print for CRM Success,” where I outlined some of the key elements of planning and rolling out an effective CRM strategy. We outlined the key characteristics you will want to look for in a CRM partner and vendor. How do they fit in into CRM solution and SugarCRM?

CRM 33

CRM SugarCRM Webinar Metrics Loyalty 33

Groove.co

OCTOBER 7, 2020

The needs of the Financial Services industry in regards to a CRM solution can be much more specific than other sectors, making it more difficult to find a solution that ticks all the boxes. CRM for Financial Services. Salesforce CRM for Financial Services. That’s where Groove comes in.

SalesForce 26

SalesForce CRM System Scale 26

Velocify

MARCH 5, 2013

Within this optimistic environment, we are excited to introduce the new Leads360 Express, a sales CRM solution built from the ground up with the needs of small businesses in mind. The post Sales CRM for Small Businesses with BIG Ambition appeared first on Leads360 Blog.

Small Business 73

Small Business Small Business Leads360 CRM 73

Hubspot Sales

OCTOBER 1, 2021

In recent years, the CRM (Customer Relationship Management system) has evolved far beyond being just a tool for contact management. As 2022 approaches and we move further into the new decade, some key CRM trends will shake up the industry as we know it. CRM Trends for 2022. AI is becoming a key part of CRM systems.

Trends 112

Trends CRM Analytics Social Media 112

Hubspot Sales

JULY 17, 2019

But you can certainly take steps today to act on the second -- introducing automation into other parts of your sales process , like an automated email prospecting system (just make sure your emails are still relevant and personalized!). Sales force automation tools exist to increase sales team efficiency.

Exact 95

Exact Lead Rank Lead Scoring Hubspot 95