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

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

CRM 43

CRM Ideal Customer Profile Social Media Sales Automation 43

Hubspot Sales

JANUARY 17, 2018

Make It Happen Mondays -- B2B Sales with John Barrows. The Sales Podcast. After a long day at the office, Netflix is usually more appealing than cracking open a sales book or streaming a sales training video on YouTube. Sales Pipeline Radio. Make It Happen Mondays -- B2B Sales with John Barrows.

Scale 145

Scale Sage Lead Rank Lead Scoring 145

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. 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?

Call-back 90

Call-back Insurance Insurance Sales Automation 90

Sales Evangelist

JANUARY 24, 2019

Paul Carswell was the salaried manager of a Sherwin-Williams storefront for many years before transitioning in 2018 to become an independent Medicare Insurance Specialist. The transition of receiving a paycheck every two weeks, regardless of performance, to selling private insurance came with a steep learning curve.

Salary 40

Salary Training Insurance Insurance 40

Velocify

MARCH 5, 2013

A simple three-step set-up wizard makes getting started a breeze, short self-service training videos have users up and running quickly and in app tips give answers to common questions as the user interacts with the solution.

Small Business 73

Small Business Small Business Leads360 CRM 73

Sales Evangelist

DECEMBER 22, 2018

Tom Jenkins and Amir Reiter help companies scale their workforce without having to get offices, pay insurance and taxes, or worry about hiring and training. It gives them the ability to get what they want now instead of going through the standard sales process. [15:28] Instead, they offer technology and strategy.

Marketing Qualified Lead 67

Marketing Qualified Lead Lead Rank Sales Qualified Lead Hiring 67