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…

White Label CRM Software For Insurance Brokers: A Luxury Or A Necessity?

by CommenceCRM

Customer relationship management (CRM) is one of the deciding factors if a business will succeed or fail. Insurance brokers in particular face plenty of pressure from their clients and their…

Why CRM Software For Insurance Restoration Companies Is A Must-Have

by CommenceCRM

  Because of the nature of their industry, insurance restoration companies require extensive customer relationship management. The specific client demands insurance restoration companies face can vary in severity and will…

What’s The Best CRM For Financial Advisors And Insurance Agents?

by CommenceCRM

Customer relationship management is crucial for a financial advisor and/or an insurance agent since it directly affects customer loyalty and insurance sales. When the biggest asset to helping your business…

How Do Small Insurance Agencies Benefit From CRM?

by CommenceCRM

Technology has always been a significant factor in helping small-scale businesses grow and expand. Customer relationship management (CRM) software has been one of the best ways to help expand different…

Insurance CRM Vs. Agency Management System

by CommenceCRM

Insurance CRM and insurance agency management software are tools that help insurance agents and agencies work more efficiently. These insurance agency software both have built-in features for agencies to expand…

Benefits of Commissions Tracking CRM for Insurance Agents

by CommenceCRM

Many insurance agents rely on a commission-based salary, which can be tedious to keep up with when they have plenty of clients. A great way to help agents with this…

Mortgage Broker’s Guide to Choosing the Best Mortgage CRM

by CommenceCRM

A mortgage broker usually deals with lengthy processes before clients close a deal. This process can be very time-consuming when done manually. Thanks to customer relationship management (CRM) software, mortgage…

What Is the Best CRM for Insurance Agents?

by CommenceCRM

Insurance agents have to deal with a lot of work on their plate considering that they attend to several clients at once. A great way to manage your workflow as…

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