N2Growth Blog

FEBRUARY 24, 2018

It is indicative of the ways in which digital technology requirements can be buried within the details of a strategic plan: Claims Adjudication Process Redesign Project: A major P&C insurer wanted to modernize its claim handling functions.

Strategy 187

Strategy Tips Customer Intimacy Strategic Planning 187

Strategy Driven

APRIL 29, 2023

For example, a company specializing in SaaS products might use a CRM tool to manage its sales leads. The creation and development of sales enablement material is largely informed by sales managers and leaders, so it’s important they have a role in developing this type of content so it efficiently meets their team’s needs.

Management 101

Management Real Estate Efficiency CRM 101

Terry Starbucker

JANUARY 29, 2012

This can keep startup CEOs up very late at night, pondering their next moves – unless they develop a critical “filtering” process that can make these decisions easier, and more effective. Revamp of the customer management (CRM) system. They all need to be done, but when, and in what order? Employee retention.

CRM 282

CRM CEO Insurance Advertising 282

Strategy Driven

SEPTEMBER 14, 2020

Backing up your office data is a great insurance policy against the unexpected. However, when your business starts to grow and develop as an organization, you’ll need to take on a lot more staff. A Good CRM. This means you’re going to need some solid rules in place.

Handbook 83

Handbook CRM Policies Insurance 83

Strategy Driven

FEBRUARY 17, 2017

Backing up your office data is a great insurance policy against the unexpected. However, when your business starts to grow and develop as an organization, you’ll need to take on a lot more staff. A Good CRM. This means you’re going to need some solid rules in place. Photo courtesy of Pixabay.

Handbook 73

Handbook CRM Policies Insurance 73

Strategy Driven

JANUARY 14, 2016

I’m selling insurance. Here is another one: Halfway into a sales call, my client got hooked on his own agenda and didn’t hear reality: Prospect: Well, we don’t have a CRM system that operates as efficiently as we would like, but our tech guys are scheduled 3 years out and our outsourcing group’s not available for another year.

Succession 50

Succession CRM Case Study Efficiency 50

Harvard Business Review

OCTOBER 13, 2016

For example, they may involve taking inputs from emails or spreadsheets, processing the information by applying certain rules, and then entering the output into some other business systems, such as an ERP or a CRM. Take, for example, the car insurance industry. Companies can use these cognitive automation technologies in three ways.

Disaggregation 8

Disaggregation Insurance Technology CRM 8