Instant Insights / Top Tips for Advisors

Ideas and tips for advisors on marketing, prospecting, sales, fees -- the things that ensure you'll have a practice to manage now and in the future.

Best Practices

5 ways sales teams can get more out of their CRM

While sales reps have long been using CRMs, most aren’t getting as much out of them as they could be.

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Customer relationship management platforms are already firmly ensconced within the sales technology and strategies of most small and midsized businesses. Sales teams have been using their CRMs for basic, day-to-day-functions — such as managing customer information and tracking purchase history — for decades. In that time, CRMs have faithfully served as a place to store data, log notes, and manage contacts.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account? Sign In Now

Dig Deeper

BenefitsPRO Broker Expo 2021Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information

BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Exclusive discounts on BenefitsPRO.com and ALM events.