To be a successful insurance agent, it is important to keep track of the people you have insured as well as leads. You might think that you should stick to the system you have been using for years because you are used to it. Many insurance agents still use Excel spreadsheets or documents for managing…
Marketing automation software is fast becoming a priority for competitive businesses—companies that want to improve customer happiness, increase ROI, and operate more effectively. Marketing Automation (MA) is a set of tools and capabilities that enable automated, triggered events such as text messaging, email, lead scoring, variable content, communication processes, and so on. MA can coexist…
An important part of a financial advisor’s job is to generate leads, organise client data, and close deals. Customer Relationship Management (CRM) software can help ease your workload. When you are looking for CRM software, you have to ensure that it is easy to implement and customisable. Also, it should offer a wide range of…
Open-source software has been steadily expanding across a wide range of applications. Many of us use open source solutions without even realizing it. Anyone may see and alter its code, as well as share it with others. In this article, we’ll define open source CRM and analyze its benefits and drawbacks. What exactly is Open…
