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Recent Posts

Salesforce Consulting Case Study: The Stelter Company

Posted on June 30, 2021

Salesforce Consulting Case Study: GreatAmerica Financial Services

Posted on June 30, 2021

Salesforce Consulting: Wenger Case Study

Posted on June 30, 2021

Salesforce Consulting Case Study: Ronald McDonald House

Posted on June 30, 2021

Salesforce Consulting Case Study: Holmes Murphy

Posted on June 30, 2021

Salesforce Consulting Case Study: Guthrie County State Bank

Posted on June 30, 2021

Salesforce Consulting Case Study: The Technology Association of Iowa

Posted on June 30, 2021

Salesforce Consulting Case Study: BH Management Services

Posted on June 30, 2021

Insurance Carriers: Answering Sales and Service-Related Questions with Ease Using Salesforce

Whether your products are going to market via agents, brokers, or IMOs, finding a way to directly answer questions for the Distribution Partners who sell for you will advance user experience, leaving more room for success. Our Salesforce Consulting team has helped many organizations like yours achieve this goal, and have found that there are four common needs that Insurance Carriers look to...

Posted on June 10, 2021

Tagged Salesforce

Insurance Carriers: Keeping Products Top-of-Mind for your Distribution Partners with Salesforce

Whether your products are going to market via agents, brokers, or IMOs, enabling your distribution partners through relationship-building and product visibility can be vital for sales success.

 

Our Salesforce Consulting team has helped many organizations like yours achieve these goals, and have found that there are four common needs that Insurance Carriers look to Salesforce to solve:

Posted on May 27, 2021

Tagged Salesforce

Insurance Carriers: How to Know Your Distribution Partners & Improve Business Performance with Salesforce

Whether you go to market via agents, brokers, or IMOs (Insurance Marketing Organizations), getting to know your distribution partners better and engaging with them more effectively can drastically impact your business success. This can be seen in improved efficiencies, increased sales, and a more satisfactory customer (agent) experience.

 

Our Salesforce Consulting team has helped many...

Posted on May 18, 2021

Tagged Salesforce

Yes, You Still Need Two-Factor Identification – Here's Why

Now is not the time to get complacent with your passwords.

Posted on April 29, 2021

PayPal Fraud - What You Need to Know About the New PayPal Phishing Scam

Unfortunately, we’re back with another phishing scheme that’s making its way through your inboxes and phones.  

Posted on January 29, 2021

Over 18,000 Infected from SolarWinds Data Breach – What Happened?

This month, it was discovered that SolarWinds, a national IT software and infrastructure company, suffered a devastating data breach. By using a Trojan horse system, cybercriminals were able to infect more than 18,000 companies. While this plot was uncovered in December, in actuality, this siphoning of invaluable company information had been happening since March – undetected. 

Posted on January 04, 2021

Are Your Customers Having the Best Possible Experience?

It’s a troubling statistic. Did you know most customers do not believe brands care about their customer experience?

Posted on November 06, 2020

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