Insurance

Qualifying Sales Deals With On-Line Forms

Sales Qualification

Sales qualification can be achieved quickly, and cheaply, using on-line forms.   In our case that means Webrequest, our “swiss army knife” approach to collecting information. Here’s a real life example of how Paul uses it to qualify his sales opportunities, increase his win rate and reduce his costs of sale. Paul’s a specialist.  There’s very [...]

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Escaping From Email Inbox and Getting Things Done

Front Office Box

Do you find yourself prisoner to your email app? Most people do. It’s intrusive, demanding, and the perfect excuse for procrastination. It’s also mostly garbage, or mine is at least. But there are alternatives for anybody determined to break it’s hold. In this post Matthew May describes new software which helps us get things done. [...]

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Six Sigma Sales Management

Sales Manager

You’ll have heard the expression Six Sigma, and probably picked up it’s about quality. You may even have figured lots of b/s merchants use it in their marketing speak. With the exception of the math graduates, most won’t know Six Sigma is actually a measure of a Standard Deviation. So what does it have to [...]

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With His Software Tracking Sales and Customer Service

CRM

Paul gets to make money while he’s playing golf. Well not exactly, but you’ll get the point. He’s an Insurance Agent managing insurances programs for an industry group. Insurance companies aren’t the brightest stars in the universe. They average risk out and take bets on premiums and claims.

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Beware the serial prospect.

Sales Coach

Some prospects aren’t serious about buying anything, from anybody. Professional sales guys watch out for these “serial” prospects – pretend buyers who enjoy the limelight and attention of desperate sales people. They are wary to stay away from the time wasters. Generally people seem to do everything they can to avoid sales people, until they [...]

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