How can uncertainty lead to better business in the future?
Increase your sales with a CRM platform A CRM-focused blog about sales in 2025 It used to be so simple: a territory, a brand-new box of business cards, and a handshake. Salespeople of yore made do with the simplest tools to deliver decent results; selling a tractor, a clothing line or a dial-up Internet connection
Read moreRiding the Wind of Change from a Customer Relationship Management Standpoint
What do we know today that could help us gear up for 2025? The global pandemic is precipitating changes in how we work, do business, and deliver goods and services. Isolation is hindering social interactions, as well as business connections. The traditional methods of interacting with customers, partners, vendors, and the public have been challenged
Read moreWhy Creatio is Ideal for Insurance Brokers
Bringing the pieces together Have you ever had to login to your sales systems only to toggle to your marketing database before accessing a client file on your phone? Individually, these systems work pretty well; they do what they’re supposed to do. But it’s the 360° view that gives you an edge; having the whole
Read moreBest Practices for Insurance Providers
Have you factored ?Muzak? in your customer service offering? Well, if your agents are consistently putting your customers on hold to retrieve profiles over a few different systems and platforms, you should! It is well known that companies are using various strategies to attract, service and retain customers, so ambiance might be a relevant business
Read moreFive Revenue Building Habits to Teach Your Sales Team
Increase your sales with good CRM habits Odds are that your sales team is a rich amalgam of different types of personalities, backgrounds, and experiences. Yet, I’m betting that one thingmost people on your team have in common is that they’re innately driven and always looking for new ways to continue to perform at the highest levels.
Read moreCRM & GDPR: What the “GDPR” Means for Canadian Businesses
Make sure you don’t lose contact with mass email The General Data Protection Regulation is a control measure that will come into effect May 25 2018 and regulates the collection of data for European residents. However, these new regulations don’t just affect companies in Europe. In fact, the GDPR will affect any business that processes
Read moreImproving the browsing experience of the visitor of your website: the best practices
Website optimization is important before marketing activities The web is a polyvalent media that meet the needs and goals of all kinds of users. While we are in the middle of the digitalization era, to be online, or not, is not even a relevant topic. Thereupon, the question you must ask yourself is rather “how
Read moreTurning Your Website into a Lead Generation Machine
Make sure you website is ready before you get more leads Today’s buyer has virtually unlimited access to information. They have the power to find and discover products at their convenience and direct their own paths to purchase. Buyers mainly do this online, which means that your website has become your most valuable marketing asset.
Read moreCRM Tools: Differences Between CRM and Marketing Automation
Sales vs Marketing It’s not always easy to find the way within the wide range of software, between the different approaches and applications of client information systems. In this article we will clarify the nature and the utility of these two main families of software in order differentiate CRM and marketing automation. The Importance of
Read moreThe 7 golden rules of a successful CRM project
The importance of a CRM system To wonder if having, or not, a CRM system is now almost being an obsolete topic considering the number of assets of having one. In order to increase your chances of success during your project, you better start thinking about “how” : your implementation strategy. However, if you aren’t
Read moreCRM Dashboard – The Best Friend of Sales Teams
What is a Dashboard? Figures are vital to secure the implementation of any project. They have many virtues: they allow you to anticipate, to pilot, or if needed, to change tack along the way while managing your business. As a company leader, you must have a clear vision of the way awaiting for you and
Read moreSocial Listening : a New Way of Listening to Your Clients and Improving Your Retention and Satisfaction Rate
What is social listening? Which company doesn’t know how important it is to listen to its own industry, to understand its clients or to detect the beginning of a crisis that could affect its own reputation? In the age of social medias, of users generated content and digital footsteps, social listening became crucial. Many companies
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