Art Somma asked us, “Hi, anyone using social magnet, and is it still being updated with new content?” Social Magnet has moved into Agent CRM (only one login!) and yes it is being updated with new content! Here’s the link to request the Social Planner…
Software
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Radius Bob is a comprehensive CRM that offers a range of features for insurance agents, including contact management, sales tracking, and reporting. Their broker plan starts at $149 per month. Of course, these prices can be quite costly for small businesses that don’t have the…
Sales funnels are an essential part of any business’s success. It is a system of marketing and selling products or services that move customers through a series of steps and stages to purchase. Each set of the funnel requires a different approach and strategy to…
Businesses often struggle to understand their customers and create relevant messages that will engage and convert them. Without an effective strategy, companies can send generic emails that lack personalization and relevance. This will lead to poor customer engagement and low ROI. Targeted emails are a…
Software for managing customer relationships (CRM) is used to gather customer data. These Agent CRM marketing features can help you collect customer data, personalization, efficiency, and promotional activity. What marketing advantage can CRM marketing give you? Using centralized data, one will better understand their clients….
All businesses must manage its client connections well. Learn how CRM software enables companies to retain client relationships and increase revenue. As you may know, many sales, marketing, and customer support teams face the problem of acquiring data-driven insights and translating them into profitable actions….
Christopher Duncan asked us, “Is there a way to get notifications when someone in an email campaign opens an email?” “Great question, I have recorded a video specially for you explaining in detail: https://www.loom.com/share/857c1c43317b4609a453008f92d0cb96 ”
Luis A Colón Rivera asked us, “Hi!!! I’m in the agent recruitment process. How I can add an agent in the crm, etc?” “Is the agent going to have their own account with their own funnels and their own leads? If so, they should…
Ruben Carillo asked us, “Question: Do I get charged more if i add additional users to my Agent CRM account? I just want to be able to fill calender slots for my team with the leads im starting to generate. Thanks.” “No, you won’t…
If you own a small business, you are aware of the significance of your client connections. Therefore, it is easy to buy in to the idea of using a CRM (customer relationship management) system. Even so, it could seem like a significant leap. But how…