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

The Challenges of Scaling a Business and How to Overcome Them

Portrait of successful creative business team looking at camera and smiling. Diverse business people standing together at startup.

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 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

How to Improve Employee Accountability in the Workplace

For a company to succeed, employee accountability is a must. If your business is underperforming due to missed deadlines or repeated mistakes and you’re not sure what to do about it, start with improving team accountability. Here’s what you need to know to keep your employees accountable in the workplace. Team Accountability in the Workplace… Continue reading How to Improve Employee Accountability in the Workplace