Documents » consultations on sales force automation insurance.
Abstract: Offering health
insurance is critical to recruiting new employees and retaining current staff. Taking care of your employees and attracting future intellectual property is a high priority in any business. But is it possible to find an affordable health plan in today’s costly health
insurance market? Discover what
insurance brokers can do for your business.
PubDate: 10/16/2007 2:19:00 PM
Abstract: Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.
Abstract: Callidus Software's latest enterprise incentive management and sales performance management product suite for the insurance sector aims at helping insurance carriers improve agent retention and at providing producers with the best service possible.
Abstract: Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?
Abstract: Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.
Abstract: Marketing and sales teams have long disputed who’s responsible for converting leads into sales opportunities. Marketing argues that it has generated leads and tosses them over to sales, while sales complains the leads aren’t qualified. Learn how to convert more leads into sales with five key strategies, starting with encouraging sales and marketing to work together. Better lead management means you can win more deals.
Abstract: Manufacturers and service companies are facing a blackhole in sales lead management: costing sales. By using a workflow for lead and opportunity management, that efficiently routing and tracking sales, sales efficiency will increase and produce a bigger pipeline, and more sales will be closed.
Abstract: The sales lead generation process for technology companies is very different from lead generation in other industries. Technology sector needs are more precise, and the target market is almost exclusively business-to-business (B2B), with the individuals often being decision makers high up the corporate ladder. Find out how to reach this difficult target, with prospecting methods and tips for making more complex sales.
Abstract: The Internet offers a wealth of information for buyers, who can window-shop from their desks. Power has shifted to buyers, who no longer need to rely on salespeople for information. But sales managers can use Sales 2.0 to tap into these new buying habits to instantly interact with prospects and provide personalized service. Find out how Sales 2.0 can help you instantly view and serve prospects entering your online store.
Abstract: To work through all the issues necessary to improve sales performance, executives have a number of options for leveraging people and knowledge. However, an area that shows significant potential for helping sales teams meet or exceed their goals is the effective alignment of sales process and technology. Executives looking to optimize performance should consider this approach to achieve their goals.
Abstract: Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both mySAP CRM mobile sales and e-selling capabilities to reinforce its market- and customer-focused orientation. As a result, it saw a stronger field sales force and increased sales through the Internet.
Abstract: Sales benchmarking is a diagnostic discipline that objectively identifies opportunities for sales-related performance improvement and enables best-practice solutions. This Sales Benchmarking Primer includes two important chapters from the best-selling book Making the Number—and provides a process-based framework for marketing and sales that can help your company survive and prosper in an unstable economy.
Abstract: Among all customer relationship management (CRM) user groups, the sales organization is often the most important—and challenging—to win over. With sales force automation (SFA) one of the primary drivers for a CRM initiative, and one of the primary measures of its success, user adoption among the sales force is crucial. Learn the principles you can use to select a CRM system that sales users feel was built just for them.
Abstract: Customer relationship management (CRM) solutions have changed. What was once used to help sales personnel maintain records of contacts, sales-related activities, and individual team progress has now become so much more. But since CRM is now intertwined with other sales management solutions, it has left businesses that have implemented it in a bit of a quandary when it comes to the global sales market. Find out why.
Abstract: The Surado CRM Sales module empowers sales teams by providing an intuitive system that presents a comprehensive single view of the customer across your entire organization. Combine this with a powerful knowledge base and automated business rules to create a consistent sales methodology throughout your entire team. With Surado CRM, your sales teams are enabled to manage the complete prospect to customer life cycle with efficiency and effectiveness.
Abstract: The consequences of fleeting customer attention—as companies with complex sales cycles know only too well—include lengthening sales cycles, stalled opportunities, and quarters that bring unpleasant surprises. The easy answer is to spend more time with your customers. But a better answer is having more comprehensive visibility into the sales pipeline and a complete understanding of the end-to-end sales process. Learn more.
Abstract: Showing value has always been key to greater sales and higher prices. However, the bar has been raised. It’s often no longer enough to claim value—now the customer has to see, believe, and care about the value. Sales organizations must get their eyes back on the value ball, with five value-selling maturity levels that tie in to sales effectiveness. Learn how to improve your revenues while reducing sales effort and costs.
Abstract: The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.
Abstract: Mercator Software (which is changing its name from TSI International Software to reflect the name of its flagship product) has announced support within its “Integration Broker” products for both XML and EDI transactions based on the ACORD standard for the insurance industry.