Chris O’Connor asked us, “I am confused on how to start a campaign that will solicit my client base for estate planning. I know it used to be called a “Campaign”. What is it now and where do I find it?” “You’d want to create…
Dan Leahy asked us, “Does anyone know if and how you can make a 3-way call when calling through the dialer system? I don’t see an option on the dial to add a caller. I’m thinking of just using the warm transfer feature and then…
As a business owner, you know that customers are the lifeblood of your organization. You must run your business with them and look for the best sales CRM software to boost your business. Understanding your customers’ needs is critical to your business’s success. One tool…
Managing customer relationships has become increasingly important in today’s fast-paced and competitive business landscape. A Customer Relationship Management (CRM) system is key to achieving this target. Best CRM for small businesses can help them manage and organize customer data, automate marketing and sales processes, and…
Annuity marketing is a crucial component of success for financial advisors and firms. In this blog post, we’ll explore the benefits of using content marketing to educate potential clients about annuity products. Understanding Annuity Marketing Annuity marketing involves promoting and selling annuity products to potential…
Cody Pompa asked us, “My previous employer may have shut down my account with my email as the username (sent in a support ticket to see if we can reactivate) BUT if I have to sign up again are we able to still send messages…
Damon Jimenez asked us, “So we can actually buy FB leads from Agent CRM? Where are prices?” “We don’t sell Facebook leads, but with the Marketing+ program, you can learn how to generate your own. Please check: https://marketing.agent-crm.com”
Annuity marketing is a critical component of success for financial advisors and firms. In this blog post, we’ll explore targeted advertising campaigns and how they can help advisors and firms reach the right audiences with the right message. Annuity Marketing In today’s digital age, implementing…