Remove Channels Remove Incentives Remove Insurance
article thumbnail

The Best Sales Coaching Software Tools in 2025

Zoominfo

Allego is used by organizations in industries such as banking, insurance, medical devices, and asset management. Gong Gong is a revenue intelligence platform that captures and analyzes customer interactions across various communication channels. It also provides real-time tracking of incentives and sales activities.

article thumbnail

Channel Partner Training Software: 5 Features to Consider

BrainShark

Channel partners are more likely to sell products when they are familiar with them and recognize their value. So to increase mindshare, you need to make it really easy for your channel partners to learn about your products as part of their daily workflow. The right channel partner training software can help with this.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Effective Guide: How to Get Life Insurance Leads

LeadFuze

Whether you’re a seasoned insurance agent or just starting out, knowing how to get life insurance leads is crucial for your success. The process of acquiring life insurance leads can seem daunting amidst the competitive market landscape. This post will provide insights on how to generate effective life insurance leads.

article thumbnail

40+ CRM Custom Field Ideas For Your Business, Based on Industry Type

Nutshell

Marital status ( Decision list ) : Family status affects industries such as healthcare or insurance companies. Average order value (Currency) : Know who the big spenders are to offer discounts, store cards, and other incentives. T-shirt size ( Number ) : Important for sending branded merchandise.

CRM 62
article thumbnail

Going International in Times of Crisis: Good Move, or Too Risky for Established Companies?

Sales Hacker

The digital push has changed many markets, bringing some in-line with the sales channels you can make available to them. Some offer incentives for practices that can also be cheaper for you, such as filing information electronically. As they move further down your sales funnel and process, these preferences grow.

article thumbnail

Boosting Customer Retention: How Customer Experience Software Makes a Difference

Cincom Smart Selling

Example: An insurance provider can track how potential or existing policyholders are interacting with their respective agents. Example: An insurance provider can integrate the entire data of their customers such as their interactions with representatives, claims, and policy information into one platform.

article thumbnail

Cross-Selling and Upselling to Boost B2B Deal Size

Janek Performance Group

For example, a salesperson who sells financial services may cross-sell life insurance. Customers interested in financial services often have a need for life insurance. It can also include package deals, bundles, and incentives, such as a suite of widget-related products/services.

B2B 62