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 are so concerned with this that they often lose sight of why they are looking for a CRM solution in the first place, and that is to address several specific business requirements. Achieving this objective is not about the software anymore. CRM at the small to mid-size level has become a commodity market with most of the solutions offering the same features and functions. In fact, this is the reason…
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…
The Power is in the Sales Process
by Dave Kahle
In all of my training and consulting work, I’ve found it helpful to establish, right at the beginning, a big-picture view of the sales process. Once we have an overview,…
Two Keys to Sales Time
by Dave Kahle
It’s 10 AM Tuesday, and you are about to visit one of your customers. Why are you here? That’s the question I have asked innumerable distributor salespeople. Unfortunately, the answer…
Developing Your Salesperson
by Dave Kahle
Which of these issues are worrying you these days? Keeping the good salespeople you have? Motivating your salespeople? Stimulating your salespeople to become more productive? Attracting good quality, new salespeople?…
Commence – Not a Cookie-Cutter CRM Solution
by CommenceCRM
You’ve heard it before. CRM is CRM is CRM. Most people believe that the myriad of CRM solutions in the market today are all pretty much the same, and…