A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM strategy and evaluate the technology.

There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data – and your marketing and business development outcomes.

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. In today's hyper-competitive, highly saturated sales marketplace, customer relationship ...

Everyone knows that technology will remain a growing part of the insurance sales business. The pandemic only speeded up the tech revolution. So why are advisors seemingly failing so bad at the basics?