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calls

19 Articles
1 Min Read

Ryan Fogle asked us, “Hey everyone. I have some VAs cold calling for me from inside agent CRM. Are the calls recorded? If so how can I listen?”   “1: https://www.loom.com/share/aea48bb6a8014132a7e6d20246115170   2: https://www.loom.com/share/79a842f44d87409887d27124f06d9078”  

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4 Min Read

Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing.  With these tools, businesses can…

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4 Min Read

Getting visitors to your website is crucial, but it’s only the first step. Once they arrive, you need to hold their attention, entice them to explore your website, and eventually persuade them to become a customer. This ensures increased sales from new clients and repeat…

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5 Min Read

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,…