Severe RPMS Claims Inspectors & Adjusters asked us, “So I have a question? So I want to be able to market a online training course that consist of videos. I need to be able to add widgets to my website shopping cart and when purchased…
workflow
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Phil Reames asked us, “Is there a way for me to export workflows to share and campaigns that I have created to share with others?” “Right now the only way to do that is for us to create a snapshot, and then import that snapshot…
Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that? I can go into contacts and get a list of the people I need to update but I don’t see a way to do…
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…
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…
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…
Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…
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,…