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

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

How Organizations Use CRMs in Their Digital Marketing

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Customer Relationship Management (CRM) systems have evolved enormously over the past few decades and are now an integral part of both small and large enterprises worldwide. As a key to customer satisfaction, retention, and maintaining efficient customer interaction across all channels, CRM tools are essential for business growth and are easier to implement and use… Continue reading How Organizations Use CRMs in Their Digital Marketing

How to Use Group Text Messaging to Grow Your Business

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One of the biggest challenges every business owner faces is how to send messages to stand out in the midst of email updates, notifications, and promotions bombarding people’s inboxes on a daily basis. According to the latest research, the average open rate for emails has dropped to a dismal 22% and continues to fall every… Continue reading How to Use Group Text Messaging to Grow Your Business

How Successful Small Businesses Attract and Retain Customers Today

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Twenty percent of all small businesses fail within their first year. By the end of their fifth year, the number jumps to half of all business coming to a close. Quite often, the reason for their demise comes down to inefficient marketing plans. In most cases, they place a few ads here and there and… Continue reading How Successful Small Businesses Attract and Retain Customers Today

How CRM Software Drives Lead Generation for Insurance Agents

When asked to name their biggest challenge, one in two insurance agents reported “lead generation” as their biggest challenge. But it’s not always not having enough leads, sometimes it’s managing all of them. To help overcome both, many insurance agencies are investing in new technologies. CRM software is one such technology designed to help businesses,… Continue reading How CRM Software Drives Lead Generation for Insurance Agents

How to Use Customer Engagement Tools for Business Success

Studies show that businesses using separate communication tools experience a higher customer churn rate. Misplaced contacts, missed emails and unanswered phone calls often frustrate customers, leading them to take their business elsewhere. Luckily, nowadays, there are plenty of customer engagement tools designed to keep your customers happy and your business thriving. Here’s what you need… Continue reading How to Use Customer Engagement Tools for Business Success

Ways to Use Business Text Messaging to Grow Your Business

In recent years, social media marketing has become the darling of customer outreach, as everyone’s on their phones nowadays. But when you think of it, not everyone with a phone uses social media and oftentimes communication is not instant. But there is one form of communication that is faster and more direct. It’s business SMS… Continue reading Ways to Use Business Text Messaging to Grow Your Business

Turn Your Prospects into Customers and Your Customers into Raving Fans

In Today’s Marketplace, The Sales Funnel Isn’t Enough. Whether you’re a Startup with limited capital and resources, or an established company looking to boost momentum, the secret to success is threefold: (1) converting prospects into customers, (2) turning customers into loyal fans, and (3) finding more creative ways to offer new services. But how do… Continue reading Turn Your Prospects into Customers and Your Customers into Raving Fans

Business Tips for Getting the Most Out of Your Virtual Meetings

Offices are increasingly recognizing the benefits of virtual meetings The mandate to shelter-in-place and work remotely has brought about the need for people to be more resourceful and creative with how they connect. Fortunately, we are living in a time when meeting virtually is possible, not only to bond with family and friends, but to… Continue reading Business Tips for Getting the Most Out of Your Virtual Meetings