Insurance Client Data Sheets for Upselling and Retargeting

Smiling lawyer, realtor or financial advisor handshaking young couple thanking for advice, insurance broker or bank worker and millennial customers shake hands making deal, investment or taking loan

The goal for any business is to generate revenue by solving a client’s problems. But how do you do that while juggling so many other business demands? Take client success stories, for example. Celebrating the achievements of an existing customer after adopting your product or service is a terrific way to show others proof that… Continue reading Insurance Client Data Sheets for Upselling and Retargeting

9 Ways Financial Advisors Build Client Trust and Loyalty through Automation

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2020 has placed interference and confusion at everyone’s doorstep. The finance sector in particular was affected in terms of how to direct their teams, how to convene with clients, and how to perform daily duties while remaining as productive as the year before.  But some organizations have managed to react to 2020’s new norms in… Continue reading 9 Ways Financial Advisors Build Client Trust and Loyalty through Automation

Outbound Calls: Best Practice Tips and Strategies

Head shot successful businesswoman working remotely at home, looking at computer screen, talking on smartphone with client. Smiling young woman chatting with friend on mobile phone during break time.

When it comes to outbound calling, only one thing matters — conversions. And while the statistics are actually in a sales person’s favor, the reality is that without a proper strategy, outbound calling can be detrimental to one’s business.  So let’s turn that around by understanding how outbound calling works and what you can do… Continue reading Outbound Calls: Best Practice Tips and Strategies

The Challenges of Scaling a Business and How to Overcome Them

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Scaling your business is exciting, but it comes with a variety of challenges you need to overcome. From lack of energy to poor timing, without the right tools or plan, your business can quickly fall off the tracks.  In this article, you’ll read about four of the most common challenges faced when scaling a business.… Continue reading The Challenges of Scaling a Business and How to Overcome Them

How to Use Sales Productivity Tools to Increase Sales

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It’s difficult to increase sales productivity if you’re stuck doing administrative duties, like data entry, cold outreach, updating customer profiles, prospecting, scheduling meetings, etc. In fact, sales reps spend only 35.2% of their time selling. Whereas, countless hours are spent on activities that have little or no connection to selling. The good news is it… Continue reading How to Use Sales Productivity Tools to Increase Sales

Digital Marketing Strategies to Grow Your Small Business

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In this day and age, digital marketing is the norm for operating a successful business. But most small business owners ignore this aspect of marketing, because they don’t understand it. They usually opt for traditional forms of advertising, completely missing out on the benefits of online marketing. In this article, we’ll discuss the benefits of… Continue reading Digital Marketing Strategies to Grow Your Small Business

How to Automate Your Outbound Cold Calls with a Power Dialer

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Cold calling is a task that requires a lot of patience, thick skin, endless charisma, and a ton of practice. It’s the biggest challenge salespeople face on a day-to-day basis, and without some assistance, is the leading reason salespeople quit their jobs. Fortunately, advancements in technology have answered the call. Business phone services equipped with… Continue reading How to Automate Your Outbound Cold Calls with a Power Dialer

How to Build, Manage and Track Your Sales Pipeline

If there’s one thing we can all agree on, it’s that sales are unpredictable. One month, you’re hitting the ball out of the park, achieving all your lead generation and revenue goals. Next month, you’re struggling to break even, closing few to no deals. Things get even worse when you can’t wrap your head around… Continue reading How to Build, Manage and Track Your Sales Pipeline

How Cloud Call Center Software Benefits Small Businesses

Today’s business world is more dynamic than ever before. Clients demand quick and effective customer support every single time. Businesses of all sizes are pouring considerable resources into expanding their customer service teams and outfitting them with all the tools they need. But, client expectations are not limited to big corporations — small businesses and… Continue reading How Cloud Call Center Software Benefits Small Businesses

Why Customer Retention is Important for Growing a Business

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Customer retention or CR refers to strategies businesses employ to encourage repeat purchases from existing customers. All businesses, big and small, know the value of having a constant base of customers, but some still fail to invest in proper retention. In this article, we cover the importance of CR and why it’s the most cost-effective… Continue reading Why Customer Retention is Important for Growing a Business