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.
Allego
DECEMBER 13, 2023
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. We love meeting with our Life Sciences customers here each year!
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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. You want your CRM to guide your salespeople through a proven selling process, furnishing them with the tools and information they need at every step. But it’s not.
Partners in Excellence
JANUARY 25, 2013
I used Costco’s program and the one offered by my insurance company to find dealerships and to get great deals. My first observation was, all these guys are using the same tools and approaches. They have the tools that enable them to do it. As we all adopt marketing and sales automation tools.
SugarCRM
JANUARY 30, 2019
Sugar allows you to insure the right people have access to the data and tools they need, through a number of factors. Self-service and portal tools allow those third-party elements to access and leverage the data they need to be successful. What function should own the CRM system?
Groove.co
OCTOBER 7, 2020
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.
Hubspot Sales
JANUARY 17, 2018
This daily podcast is geared toward helping B2B sales executives achieve growth. Learn about sales team management, creative business development strategies, time-saving sales tools, B2B strategic partnerships, aligning sales with marketing, effective prospecting, negotiation techniques, and more.
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