Best Practices for Customer Service to Prioritize Support Requests in CRM - Part 2
What type of customer should get the highest priority support? All customers are important, but the loudest or highest touch doesn’t always equate to the most important customer to your business. There are two main factors to be considered when prioritizing support interactions. The type of issue The type of customer As I explained in …
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Best Practices for Customer Service to Prioritize Support Requests in CRM
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many organizations don't have a methodology to rate the priority of support requests or a system to record them. Many teams I see simply track cases …
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How Insurance Agencies Can Simplify Commission Calculation From Multiple Carriers
Insurance agency owners need to pay their producers. At the end of the day, the carrier reconciliation process determines how much and when the producer, or salesperson, will get paid. The agency needs to stay on top of it to make sure all the money that was set to be paid has been collected so …
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How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365
Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …
Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits
I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …
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Employee Benefits Brokers: What You Should Expect From a CRM Solution
Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is that even with so many CRM solutions on the market, with the right parameters in mind, you can find one custom fit to your industry and …
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Infographic Shows The Excitement Around Microsoft Dynamics 365 + Microsoft Teams
At Microsoft’s recent Inspire event, there was a lot of excitement around Microsoft Teams. “Collaboration” was a common theme throughout a lot of the presentation, and all signs point back toward Teams as the platform to facilitate that. Microsoft has made it clear that it wants to establish Teams as the center of the desktop …
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Why Digital Transformation Is Much More than a Single Technology or Trend
What is digital transformation? It's so much more than just a single technology, more than a catchphrase or a trend. It is your journey from siloed to connected, from analog to digital. The destination takes you from uncertainty and inefficiency to determination and growth. Digital transformation is leveraging advanced technologies thoughtfully to optimize operations. Your …
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4 Ways a Bank Can Use CRM as a Sales Tool
The right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth management relationships. While a CRM system is great at giving you quick access to data and analytics, it can also be used to drive sales. …
Crowe Banking Industry Expert Tom Grottke Shares Valuable Insights in Three-Part Interview Series
The Crowe CRM team is dedicated to helping businesses streamline operations and improve performance, and in recent months we have put a special focus on CRM technology for the banking industry. I had the chance to sit down with Tom Grottke, my colleague here at Crowe, to help me gain greater insight into this sector …
