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. ” – Kerrilyn O’Rourke, Marketing Coordinator, Loveland Pulse.

Brainsell 49

Brainsell SugarCRM Customer CRM 49

SugarCRM

NOVEMBER 11, 2020

That’s how your sales and customer relationship management work when you don’t have the right tools. And the LEGOs are actually pieces of information about customers, their buying journey, their past interactions with you and anything else that might be relevant to product development, marketing, sales or customer service.

Analytics 49

Analytics CRM Lead Rank Lead Scoring 49

SugarCRM

MARCH 30, 2021

Gartner, the global research and advisory firm, reported in June 2019 that the market for customer relationship management (CRM) software grew 15.6% HD-CX stands for High-Definition Customer Experience, and it’s what SugarCRM sees as the new standard in customer experience (CX). The likelihood of a sales-qualified lead to won.

SugarCRM 26

SugarCRM Sales Qualified Lead Customer Lead Rank 26

SugarCRM

FEBRUARY 26, 2019

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. Yes it can be tricky to unpick specific features from all the CRM hype and marketing – but it’s worth doing, and worth putting vendors through their paces to get you get there. But it’s not.

CRM 43

CRM Ideal Customer Profile Social Media Sales Automation 43

SugarCRM

JULY 13, 2021

B2B journeys also tend to be long, complex, and quite technical, and consist of a continuous interaction of services and sales touchpoints. For example, the export-financing journey of one financial institution involved four organizations: the financial institution itself, the importer, the exporter, and an export insurance company.

Customer 26

Customer B2C Segment B2B 26

SugarCRM

OCTOBER 1, 2019

In the past, marketing technology was looked at as a quick fix solution. Rather, a marketing solution will be much more successful if it is incorporated into the way you work. So, when you invest in a marketing automation tool, be prepared to play the long game to maximize your results. 3) Sales and Marketing Collaboration.

Maximizer 31

Maximizer Top of Funnel Marketing Guidelines 31