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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.

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Episode 42: A Mistake in Every Sentence

Sales Hacker

Hey Will, I came across Lavender from our work helping teams in healthcare & insurance with sales automation. Thanks & Best Regards, REP’s Name. Will’s Take. Subject : Lavender Size: Are you outsourcing? Can’t lie… I was a bit surprised. Is the team outsourcing some of that work today?

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Your CRM, your choice

SugarCRM

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. Features to consider: sales behaviour and productivity tools, sales automation, lead management, quote management, and reporting and forecasting. But it’s not.

CRM 43
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A Blueprint for CRM Success: Additional Insights and Replay Available

SugarCRM

Sugar allows you to insure the right people have access to the data and tools they need, through a number of factors. If the CRM system is primarily being used for sales automation, then typically sales operations (with support from IT) can “own” the deployment. What function should own the CRM system?

CRM 33
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Why Salesforce is the Best CRM System for Financial Services

Groove.co

As a response, Salesforce ensured the needs of wealth management firms, insurance companies and banks would be met with the Salesforce Financial Services Cloud. Connecting Financial Services with Sales In the end, financial services companies rely on sales as a critical function of their business. That’s where Groove comes in.

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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?