Customer Relation Management can be what makes or breaks a business. Businesses now need to take care of their existing customers and find new customers for their businesses to thrive. Finding and managing new leads and converting them into potential clients, buyers, and sales is…
funnel
34 Articles
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…
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,…
Sandra Quinn-Bailey asked us, “We are trying to set up a funnel using click and play. While testing it, I do not receive an email or text. Where will the results go? Thank you” “https://www.loom.com/share/0c983bf427a243c68fa1417b30e29b02 In this loom I showed you the whole picture and where…
Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“
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…
Mamtha Kondamadugula asked us, “Hi, I have created a funnel(funnel update) in Agent CRM and purchased a domain in Godaddy with the name of insuracelife.com. Though I linked the funnel to that domain, I am not able to see that funnel either with the below…
Lee Kendrick asked us, “Which course or video should I watch… to learn how to run an ad that just uses a Facebook survey funnel? I saw an ad that caught my eye (within my industry)… and like the ease of it. I realize that…