One of the most important things for your business to run successfully is to keep track of sales activities, along with managing leads and converting those leads into paying customers. The key pain point for most sales businesses nowadays is having problems managing calls, texts,…
agentcrm
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Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
We just posted a free demo of the Agent CRM platform for HealthMarkets agents! Sign up for a free trial today! http://www.agent-crm.com/2-week-trial-form “Agent CRM is the automation tool that will take your insurance business to the next level. Most agents miss out on opportunities because…
Becky Chopek Wilson asked us, “I have two questions: 1. Would having Zapier make Agent CRM work better in any way? 2. Is there any way to make my client intake form auto fill into a new contact?” “1. The way that Zapier makes Agent…
Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?” “Zapier is going to be…
Charles Atkinson asked us, “Will Agent CRM add reputation builder?” “Hello everyone! We do have a Reputation tab included in Agent CRM. ? You will find this by going to Settings > Reputation. (See attached image) This page allows you to create your standard Review…
Luis Cuevas asked us, “For texting from Agent-CRM, how long is one segment again?” “1 segment is usually about 120 -160 characters. Feel free to use this tool from twilio: https://twiliodeved.github.io/message-segment-calculator/ I recommend using the Standard, UCS-2 encoding. Paste your message in the text box…
Jeremiah Nolen asked us, “I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the Info. Anyway I can have that info or maybe just the link to their form attach to…