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

NOVEMBER 9, 2022

The Customer of the Year award celebrates customers who have cultivated a lasting partnership with SugarCRM by achieving significant business impacts using the platform. BrainSell also provided custom training for each of our teams and continues to advise us on complex configurations and new requests.”

Brainsell 49

Brainsell SugarCRM Customer CRM 49

SugarCRM

JULY 20, 2018

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. These five tips can help your business keep the CRM initiative on track and continue bringing positive returns… Tip 1: Remember, CRM is a Journey.

CRM 41

CRM Course Insurance Insurance 41

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 Sales Automation 43

SugarCRM

OCTOBER 1, 2019

Optimization will insure that you always put your best foot forward. Research best practices for all marketing-related activities such as segmentation, form creation, CRM integration and compliance. Once you know what these guidelines are, train your staff to follow them so that you get the best possible results from the start.

Maximizer 31

Maximizer Top of Funnel Marketing Guidelines 31