CRM Boom or Bust?

by CommenceCRM

Businesses have had varying outcomes with CRM software. While some have seen remarkable progress in handling client interactions, others have faced challenges and feel that the tool hasn’t delivered the…

What Differentiates Commence CRM?

by CommenceCRM

So many businesses continue to make the same mistake repeatedly when selecting CRM software.  They focus exclusively on who has the most features and functions at the lowest price. They…

Best CRM Software for Registered Broker Dealers

by CommenceCRM

Broker-dealers are financial professionals that deal with talking to clients and their finances. With several tasks on their hands, they need excellent CRM software to navigate the industry and accomplish…

What to Look for in an Insurance CRM Software

by CommenceCRM

Using an insurance customer relationship management (CRM) software as an insurance agent or insurance broker can offer several benefits. The software can provide better data management, increase efficiency, help save…

How well are your salespeople serving your customers?

by Dave Kahle

That’s right.  Serving, not selling.  I know you are concerned with sales.  It’s easy to determine how well your people are selling to your customers.  That’s what sales reports are for.  But your customers are…

What Are the Best CRM Software for Insurance Agents and Realtors?

by CommenceCRM

CRM software is a great way to manage information and optimize workflow for insurance agents and real estate brokers since it uses relevant data to enhance customer relationships. Compared to…

Ways to Effectively Market Insurance Using CRM

by CommenceCRM

Though insurance is something that most of us consider a necessity, many insurance agents have a difficult time marketing their products, and they may need help on how to market…

Don’t Make CRM Transactional

by CommenceCRM

CRM software programs promise to help businesses streamline their internal business processes so that they can improve how they market, sell and provide service to their customers. It’s a booming…

Sports Coaches Advice for Business and Sales

by Dave Kahle

Question: Dave, I’m wearied by the preponderance of books and business advice by all these sports coaches. What’s your opinion?  How many different coaches do we need to hear from? …

Are Outside Salespeople Obsolete?

by Dave Kahle

This week, one of my clients asked me this: “Are outside salespeople obsolete?”  He is the CEO of a distributor who specializes in automation equipment.  He had just lost three field salespeople…

Onboarding Key to Successful Implementation of CRM

by CommenceCRM

CRM software is all about automating the internal businesses processes that impact how you market, sell and provide service to your customers.  It can be a wonderful tool, but taking full advantage of…

Important CRM Major Architectural Components for Insurance

by CommenceCRM

Insurance sales rely on the agent’s interactions with the client, which is why providers need to find a way to understand their customers’ needs better. But to ensure that an…

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