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How Technology Is Transforming Financial Advising

How Technology Is Transforming Financial Advising

by rykiel bterrani | Jan 21, 2025 | CRM Insights

Technology is proving to be a transformative force for financial advising. 76% of advisors say that technology will be critical to their success over the next five years, which means industry-wide changes are imminent. Advisors who once relied on paper trails and...
7 Ways CRM Drives Efficiency in Manufacturing Sales

7 Ways CRM Drives Efficiency in Manufacturing Sales

by rykiel bterrani | Jan 14, 2025 | Sales Leadership

Efficiency isn’t just a buzzword in manufacturing—it’s a necessity. As sales cycles grow more complex and competitive pressures mount, manufacturers are increasingly turning to CRM systems to improve processes, empower teams, and drive measurable outcomes....
How PVC Selling Boosts Engagement and Drives Results

How PVC Selling Boosts Engagement and Drives Results

by rykiel bterrani | Jan 7, 2025 | Sales Leadership

In the recent Maximizer webinar “Maximizing Sales Success: Leveraging the best tools for sales leaders,” FlyMSG Ceo Mario Martinez Jr suggests that buyers have less than a 3% engagement rate with non-personalized emails. When inboxes are flooded with AI-generated...
Boosting Remote Team Collaboration with Microsoft 365

Boosting Remote Team Collaboration with Microsoft 365

by rykiel bterrani | Dec 17, 2024 | Industry Trends

Remote and hybrid work environments bring both opportunities and challenges for sales leaders. With sales reps working from multiple locations and often interacting only online, working efficiently across platforms is becoming increasingly crucial. Link your CRM and...
AI in Sales: Your Personal Assistant for Smarter, Faster Decisions

AI in Sales: Your Personal Assistant for Smarter, Faster Decisions

by rykiel bterrani | Dec 10, 2024 | AI Innovation

As a sales leader, your eye is on the big picture—strategic planning, team development, and major sales decisions—but administrative work slows you and your sales team down. You need an assistant that can handle vast amounts of data, manage your calendar, oversee your...
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