CRM is an abbreviation and means Customer Relationship Management and refers to a software system used to build and manage customer relationships. CRM software helps businesses manage all of their [...]

  Did you know 346,000 new businesses were formed in the US in the third quarter of 2022? That’s a significant jump from 227,000 new business starts in Q2 2020. [...]

What digital marketing channel has an ROI of 3500%, is entirely under your control, and can be leveraged whenever you want to drive sales? Email marketing, of course. Unlike SEO [...]

Whether you’re running a global corporation or a bootstrapped startup, the right CRM (customer relationship management) platform can help you acquire and retain customers. It also lets you implement workflows [...]

Every business, big or small, needs a steady influx of new customers. Building trust, as well as building relationships, is crucial to establishing brand awareness and authority to keep your [...]

Did you know that 76 percent of consumers say they’re more likely to buy from brands that offer a personalized experience? To make your customers feel special and turn them [...]

  Have you ever noticed how some brands always pitch you the right offers at the right time and price? That’s one of the benefits of CRM software. The best CRMs help small business owners collect, [...]

Managing customer risks Simply said, if you are a financial advisor, insurance agent, or providing other financial professional services, your book of business is always in peril.  Silent erosion, split [...]

Did you know that the estimated number of small businesses in the US is 31.7 million? Additionally, they make up 99.9% of all the firms in the US. Considering how [...]

The insurance industry is fiercely competitive — but of course, as an insurance professional, you already know that. If you’re struggling to grow your business and capture more of the [...]