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Read the full post >> [email protected] (Meredith Hart).

How do you manage your contacts and deals? If you’re manually keeping track of them with spreadsheets and documents, you’re likely in need of some automation and organization. Manual data entry can result in missing contact information due to human error. Plus, it’s difficult to keep team members in the loop about contact and deal movement. And transferring customer ownership if a salesperson leaves the company is a challenge.

To read the full post go to Sales. We’ve shared this because we think it may be helpful to the insurance community.

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