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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.

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Top Sales Enablement Conferences to Attend in 2024

Allego

It may come as no surprise that this is my top-pick and favorite sales enablement event each year. 2024 BISA Annual Convention — March 5-8, Hollywood, Florida BISA (the Bank Insurance & Securities Association’s annual event) will be back again in 2024. The theme for 2024 is “Innovate Today. Thrive Tomorrow.”

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18 Sales Podcasts Every Rep Should Check Out

Hubspot Sales

Linking Into Sales Podcast. The Sales Evangelist. Bowery Capital Startup Sales Podcast. Get in the Door: Sales Prospecting Strategies & Tactics. The Sales Babble Podcast. Sales Pipeline Radio. Make It Happen Mondays -- B2B Sales with John Barrows. The Sales Podcast. In the Arena.

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When We All Do The Same Thing, How Do We Stand Out?

Partners in Excellence

I used Costco’s program and the one offered by my insurance company to find dealerships and to get great deals. What happens when more of us have rich content management strategies and strong marketing automation tools? What happens when more of us are leveraging similar sales automation and productivity tools?

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Rethinking Account And Opportunity Prioritization

Partners in Excellence

.” It’s really important, both from an account prioritization (think of all your account based marketing/sales strategies) and to make sure you are prospecting/qualifying the right deals. Too often, the definition of sweet spots is far too broad or general. But any of these are huge.

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Sales CRM for Small Businesses with BIG Ambition

Velocify

Big players have extensive marketing and advertising budgets, and technology to respond quickly and effectively to prospective buyers. There is plenty of opportunity for small businesses who aren’t afraid to seize it; however, as we all know, with opportunity comes competition from both small and big players.

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20 Innovative CRM Trends to Pay Attention to in 2022

Hubspot Sales

In 2022, we predict CRM will become more synonymous with automation. For instance, using chatbots to communicate with customers and solve help desk tickets automatically, or using automated email workflows to nurture sales prospects down the funnel. CRM growth will come from new markets. These include: Healthcare.

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