THE STATE OF TECHSURANCE. The Use and Impact of Technology in the Insurance Industry

Size: px
Start display at page:

Download "THE STATE OF TECHSURANCE. The Use and Impact of Technology in the Insurance Industry"

Transcription

1 THE STATE OF TECHSURANCE 2015 The Use and Impact of Technology in the Insurance Industry

2 EXECUTIVE SUMMARY There is no question that technology has drastically impacted the insurance business, particularly over the past decade. According to a 2014 comscore report 1, 71 percent of consumers shopping for insurance used the Internet to obtain a quote. As a result of this growing trend, it has become critical for agencies to understand how to better serve today s connected consumer. However, the types of technologies used by the insurance industry vary widely. ITC and Velocify collaborated to understand what types of technology insurance agencies are implementing and the effectiveness of these tools. SOME OF OUR KEY FINDINGS INCLUDE: Technology adoption correlates to increased revenue and productivity, regardless of agency type or size. The insurance industry s technology gap is growing wider because agencies with the highest adoption rates plan to reinvest in technology the most. Directs and large agencies lead the industry in technology use and planned investments and will most likely continue to dominate the future landscape. Excellent opportunities still exist for captive and independent agencies, if they invest in technology wisely and proactively monitor the effectiveness of these tools Online Auto Insurance Shopping Report The State of Techsurance

3 ABOUT THE SURVEY More than 1,000 insurance agencies completed a comprehensive, 20-question survey to better understand the state of technology and its effectiveness in the insurance market. The agencies in our study included direct-toconsumer carriers, insurance carriers that use captive agents for selling, and independent agencies who generally sell products from many carriers. OUR STUDY FOCUSED ON THE USE OF SIX IMPORTANT TECHNOLOGIES THAT INSURANCE AGENCIES USE TODAY: Marketing Automation Software enables agencies to market and nurture prospects via outbound and drip campaigns. More sophisticated solutions can track a prospect s digital buying behavior and signal when they may be ready for a sales call. Lead Management Software helps sales agents more effectively manage active prospects, dramatically increasing their effectiveness in contacting, quoting, and converting prospects. Automated Dialers drive greater speed-to-call and speed-to-contact, helping sales agents call through lead lists more efficiently. Comparative Raters (Rating Engines) give independent agents the ability to compare the rates of multiple carriers without having to log in to several different carrier interfaces. Rating engines are used by captives and directs that sell a single line of insurance to provide quotes based on current rates and the buyer s unique profile. For the purpose of this study, we combined the two types of raters into one category. Agency Management Systems manage the lifecycle of a customer s policy, keeping track of policy history for both existing and expired clients. Customer Relationship Management (CRM) Software manages the entire lifecycle of a customer. Most CRM solutions are broad platforms that can be customized for industry specific solutions. It s also important to note that while there may be some overlap in functionality in these six solutions, each technology solves a unique problem in the customer acquisition funnel. Seventy-one percent of survey respondents used a combination of at least two of the above solutions, and almost a third used four or more of these tools together. The State of Techsurance

4 THE TECHNOLOGY LANDSCAPE Use of Lead Management Software Among insurance agency types, directs tend to use technology the most, followed by captives and independents. Directs, for example, lead in adoption of four out of the six technologies studied: lead management software, automated dialers, customer relationship management (CRM) software, and agency management systems. Direct Captive Independent Directs are 144% more likely than independents to use lead management software Light Use Use of Automated Dialers Direct Captive Independent Light Use The State of Techsurance

5 THE TECHNOLOGY LANDSCAPE Use of Customer Relationship Management (CRM) Direct Captive Independent Light Use Use of Agency Management Systems Direct Captive Independent Light Use The State of Techsurance

6 THE TECHNOLOGY LANDSCAPE Use of Marketing Automation Captives were the heaviest users of marketing automation, while independent agencies used comparative raters more frequently than the other two agency types. Captive Direct Independent Captives are 56% more likely than independents to use marketing automation software Light Use Use of Comparative Raters Independents are 73% more likely than captives to use comparative raters Independent Direct Captive Light Use The State of Techsurance

7 THE WIDENING TECHNOLOGY GAP Direct How do you expect your investment in technology to change in 2015? Directs are clearly the leaders when it comes to adopting technology in the insurance industry today. Additionally, we found that compared to captive and independent agencies, a larger percentage of direct agencies plan to increase their technology investment this year, indicating that this channel could increase its technological lead even more. Captive Independent Decrease Significantly Decrease Slightly Stay the Same Increase Slightly Increase Significantly 26% more directs than independents report plans to increase their techonology investments 6 5 Planned Technology Investments Among agencies planning to increase their technology investments in 2015, almost half plan to invest in marketing automation software. (Investment doesn t only mean the addition of these technologies, it can also mean enhancement through additional development, features, tools, training, use, etc.) As you can see in the chart on the right, however, different agency types have slightly different investment plans in each of the technology areas Marketing Automation Agency Management System CRM Software (Customer Relationship Management) Lead Management Software Comparative Rater Automated Dialer Captive Direct Independent The State of Techsurance

8 THE WIDENING TECHNOLOGY GAP 10 Use of Technology According to Agency Size The insurance agency type was not the only factor that influenced technology use. Agency size was also a factor, uncovering a second dimension to the widening technology gap. Of the six technologies we evaluated, five seemed to be more prevalent in larger agencies. Only the use of comparative raters didn t seem to be as closely associated with agency size. Percentage using the technology Number of Employees 100+ Marketing Automation Lead Management CRM Agency Management Comparative Rater Automated Dialer The State of Techsurance

9 THE WIDENING TECHNOLOGY GAP 100+ How do you expect your investment in technology to change in 2015? According to respondents, larger agencies plan to increase their investment in technology at higher rates than smaller agencies, indicating that the technology gap between large and small agencies will continue to grow. Number of Employees Additionally, the heaviest users of four out of the six technologies - marketing automation, lead management, CRM, and agency management systems - came from agencies with a sizable number of producers, where more than 1 of all employees are producers, whose primary job is to generate revenue Decrease Significantly Decrease Slightly Stay the Same Increase Slightly Use of Technology by Agencies with More Producers 10 Increase Significantly Percentage of respondents from agencies with a sizeable number of producers (>1 of employees) 93% 91% 89% 87% 85% 83% 81% 79% 77% 75% Low Use Marketing Automation Lead Management CRM Agency Management The State of Techsurance

10 TECHNOLOGY VARIES BY INSURANCE OFFERING MIX As might be expected, an agency s use of technology also varies depending on the type and the number of different lines of insurance sold. For example, the more life insurance agencies sold (as a percentage of revenue), the more likely they were to use CRM software. Meanwhile, agencies that sold more nonstandard auto policies were less likely to use this technology. Percentage of revenue 25% 2 15% 1 5% Use of CRM Software Low Use Non-Standard Auto Insurance Life Insurance However, almost the exact opposite was true for the use of comparative raters. Agencies that sold more non-standard auto policies (as a percentage of revenue) were more likely to use this technology, while agencies that sold more life insurance policies were less likely to use it. Use of Comparative Rater 25% Percentage of revenue 2 15% 1 5% Low Use Non-Standard Auto Insurance Life Insurance The State of Techsurance

11 TECHNOLOGY VARIES BY INSURANCE OFFERING MIX The heaviest users of agency management systems sold more home insurance policies. Agencies that sold more life and health policies were less likely to use an agency management system. Percentage of revenue 3 25% 2 15% 1 Use of Agency Management System 5% Low Use Life Insurance Home Insurance Health Insurance The State of Techsurance

12 TECHNOLOGY VARIES BY INSURANCE OFFERING MIX Furthermore, agencies that offer more diverse product offerings were more likely to be heavy users of comparative raters and agency management systems. Low Use Comparative Rater and Lines of Insurance Lines of Insurance 3-5 Lines of Insurance 6+ Lines of Insurance Agency Management System and Lines of Insurance Agencies that sell six or more different lines of insurance are almost 3x more likely to be heavy users of agency management systems than agencies that sell only one or two different lines of insurance Low Use Lines of Insurance 3-5 Lines of Insurance 6+ Lines of Insurance The State of Techsurance

13 TECHNOLOGY VARIES BY MARKETING MIX 4 Use of Technology by Agencies Using Lead Providers The method by which agencies generate leads also impacts the types of technologies they use. For example, the more agencies relied on lead providers as prospect sources, the more they used automated dialers, lead management software, CRM tools, and marketing automation. Average percentage of prospects coming from lead providers 35% 3 25% 2 15% 1 5% Light Use Marketing Automation Lead Management Automated Dialer CRM The State of Techsurance

14 TECHNOLOGY VARIES BY MARKETING MIX 1 Use of Technology by Agencies Using Traditional Media/Offline Advertising Meanwhile, agencies with a higher percentage of prospects coming from traditional media, such as offline advertising, were more likely to use comparative raters and less likely to use lead management software. Average percentage of prospects coming from traditional media/offline advertising 9% 8% 7% 6% 5% 4% 3% 2% 1% Light Use Lead Management Comparative Rater The State of Techsurance

15 TECHNOLOGY VARIES BY MARKETING MIX 5 Use of Marketing Automation and Lead Sources The use of marketing automation is most dependent on the types of lead sources used by an agency. Agencies with a greater percentage of self-generated lead prospects and referrals (as a percentage of total lead volume) were less likely to use marketing automation. Meanwhile, the more leads an agency generated from direct mail campaigns, online advertising, and SEM, the more likely they were to use marketing automation. Average percentage of prospects coming from listed sources 45% 4 35% 3 25% 2 15% 1 5% Light Use Use of Marketing Automation Self-Generated Online Advertising and SEM Direct Mail Programs Referrals The State of Techsurance

16 TECHNOLOGY VARIES BY MARKETING MIX Use of Marketing Automation Higher marketing spend (as a percentage of revenue) also increased the likelihood that an agency would be a heavier user of four out of the six technologies evaluated specifically, marketing automation, lead management software, automated dialers, and CRM software. It can be inferred that agencies that invest more in marketing understand and are more willing to leverage technology to convert new leads and maximize the value of their marketing spend. Low Use No Use or Less 11-15% 16-2 More Than 2 Percentage of revenue spent on marketing Use of Lead Management Software Low Use No Use or Less 11-15% 16-2 More Than 2 Percentage of revenue spent on marketing The State of Techsurance

17 TECHNOLOGY VARIES BY MARKETING MIX Use of Automated Dialer Low Use No Use or Less 11-15% 16-2 More Than 2 Percentage of revenue spent on marketing Use of CRM Software Low Use No Use or Less 11-15% 16-2 More Than 2 Percentage of revenue spent on marketing The State of Techsurance

18 BENEFITS OF USING TECHNOLOGY 6 Revenue Growth of rs of Technology According to our survey, adoption of technology in the insurance industry has proven to yield measurable results, both in terms of higher revenues and productivity. Specifically, agencies with increasing revenues are more likely to be heavy users of automated dialers, marketing automation, lead management, and CRM software. Adoption of comparative raters and agency management systems may not be as correlated to revenue growth, since the heaviest users of these technologies did not experience the highest revenue growth. One possible explanation is that these two technologies may only provide a limited competitive advantage because they already have the highest percentage of heavy users. Percentage of heavy users of technology Decreased (more than -5%) About the Same (-5% to5%) Increased Slightly (5% to2) Increased Significantly (more than 2) On the other hand, relatively few agencies are taking full advantage of CRM software, lead management software, marketing automation, and automated dialers. Yet, the more agencies used these technologies, the greater revenue gains they realized. The fact that these tools are both effective and underutilized suggests they offer agencies the greatest competitive advantage. YOY Revenue Growth Marketing Automation Lead Management CRM Agency Management Comparative Rater Automated Dialer The State of Techsurance

19 BENEFITS OF USING TECHNOLOGY The findings on the right include results from large and small agencies of all types (direct, captive and independent). This suggests that neither an agency s business model nor its size has a bearing on its ability to use technology to increase revenues. YOY Revenue Growth Increased Significantly (more than 2) Increased Slightly (5% to 2) About the Same (-5% to 5%) Decreased (more than -5%) How do you expect your investment in technology to change in 2015? Once again, we see that the agencies with the greatest revenue increases are also the ones planning to increase their technology investment this year the most Decrease Significantly Decrease Slightly Stay the Same Increase Slightly 10 Increase Significantly The State of Techsurance

20 BENEFITS OF USING TECHNOLOGY 45% 4 Boost in Policies Sold per Producer 35% In addition to revenue growth, productivity gains from the use of technology are perhaps even more remarkable, both in terms of polices sold per producer and policies sold per household. Agencies that used any one of the six technologies evaluated sold between 15% to 43% more policies per producer. Once again, the results were consistent regardless of an agency s characteristics, including type or size. 3 25% 2 15% 1 5% While lead management software and automated dialers are not used by the vast majority of agencies that responded to our survey, these solutions have the biggest impact on sales per producer. This indicates that these technologies may offer the greatest competitive advantage, particularly for captive and independent agencies. 14% Lead Management Automated Dialer Comparative Rater Agency Management Boost in Policies Sold per Household Marketing Automation CRM 12% Technology enables agencies to sell up to 43% more policies per agent 1 8% 6% 4% Technology also had a significant impact on the average number of policies sold per household, with lead management software and CRM software having the greatest impact on sales in this area. 2% Lead Management CRM Marketing Automation Agency Management Automated Dialer Comparative Rater The State of Techsurance

21 BENEFITS OF USING TECHNOLOGY One of the main reasons these technologies enable agencies to achieve such growth in revenue and productivity is that they accelerate and formalize the sales process and ensure more disciplined lead follow-up. These two elements have proven to be important predictors of success, according to previous studies. 2 Percentage of agencies with closely monitored, strictly enforced, or automated sales processes Sales Process Structure Low Use Marketing Automation Lead Management CRM Automated Dialer Heavy users of technology are 2x more likely than non-users to have better sales processes Our research found that the more an agency used four out of the six technologies evaluated marketing automation, lead management, automated dialers, and CRM software the more likely they were to describe their sales and lead follow-up processes as closely monitored, strictly enforced, or automated (as opposed to non-existent, informal, or simply documented, without much monitoring or enforcement), and were therefore more likely to increase sales. Percentage of agencies with closely monitored, strictly enforced, or automated lead follow-up processes Lead Follow-up Process Structure Low Use Marketing Automation Lead Management CRM Automated Dialer 2 The Sales Organization Performance Gap, 2015 The State of Techsurance

22 SUMMARY While this study confirmed technology is commonly used by the majority of insurance agencies today, its usage depends on a wide variety of factors, including the type of agency, agency size, product mix, lead sources, and marketing strategies. However, it is clear that agencies that underutilize or fail to adopt technology are at a great disadvantage and risk being put out of business by their competition especially as more consumers shop for insurance online. It s no surprise that direct agencies, the most technology savvy, have experienced the highest growth in the insurance market recently. However, it bears repeating that the increases in revenue and sales per producer documented earlier in this paper were achieved by agencies of all types and sizes. While directs may continue to dominate, captives and independents can still grow if they invest in technology wisely and implement solutions that best match their business needs and goals. RECOMMENDATIONS 1. The four primary software categories agencies should consider investment in are CRM software, lead management software, marketing automation, and automated dialers because they are effective and underutilized, suggesting they offer agencies the greatest competitive advantage. 2. Agencies that invest in SEM, purchased leads, and direct mail leads should consider a broader technology mix to maximize their marketing dollars. Lead management technology and automated dialers provide the greatest competitive advantage for these agencies, according to our research. 3. The adoption and implementation of software is critical to formalizing the sales process and ensuring more disciplined lead follow-up by sales agents. 4. Smaller agencies are typically more dependent on referral and selfgenerated business. To continue to thrive in an increasingly digital insurance market, it will be critical for these agencies to widen their net with marketing programs that generate more leads. Implementing diverse marketing programs, processes, and technology is critical to their survival. The State of Techsurance

23 Get Started Today! Do you have the tools to meet the expectations of today s insurance buyers? Learn how smart sales technology can help you sell more policies and rise above the competition. Get Demo Like this study? Share it. Insurance Technologies Corporation (ITC), founded in 1983, is a leading provider of marketing, rating and management software and services to the insurance industry, including independent agents and insurance carriers. Headquartered in Carrollton, Texas, ITC helps its customers across the United States grow their businesses and become more efficient through the philosophy of providing quality software and services. Currently, ITC serves more than 200 insurance companies and more than 6,000 agencies. For more information, visit GetITC.com or follow ITC on Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. The company has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal. For more information, please visit velocify.com or follow the company on Contact Sales: l Subscribe to our blog: velocify.com/blog VELOCIFY.COM

INSIDE SALESPEOPLE SUCCESSFUL

INSIDE SALESPEOPLE SUCCESSFUL WHAT MAKES YOUR BEST INSIDE SALESPEOPLE SUCCESSFUL 15 Factors That Separate High Performers From Underperformers Written & Researched by Steve W. Martin Sales Expert, HBR Contributor, and Author of the

More information

(THE) ULTIMATE CONTACT STRATEGY HOW TO USE PHONE AND EMAIL FOR CONTACT AND CONVERSION SUCCESS SALES OPTIMIZATION STUDY

(THE) ULTIMATE CONTACT STRATEGY HOW TO USE PHONE AND EMAIL FOR CONTACT AND CONVERSION SUCCESS SALES OPTIMIZATION STUDY (THE) ULTIMATE CONTACT STRATEGY HOW TO USE PHONE AND EMAIL FOR CONTACT AND CONVERSION SUCCESS EXECUTIVE SUMMARY This study, derived from the data of nearly 3.5 million leads, breaks new ground, revealing

More information

Spotting Opportunities With Your CRM

Spotting Opportunities With Your CRM white paper Spotting Opportunities With Your CRM 3 Must-Fix Issues To Boost Lead Conversion & Accelerate Deals In today s competitive environment, companies are both increasing their investments in lead

More information

THE MORTGAGE PURCHASE. 7 Winning Plays from Mortgage Industry Experts SALES PERFORMANCE INSIGHTS

THE MORTGAGE PURCHASE. 7 Winning Plays from Mortgage Industry Experts SALES PERFORMANCE INSIGHTS THE MORTGAGE PURCHASE 7 Winning Plays from Mortgage Industry Experts SALES PERFORMANCE INSIGHTS Table of Contents Executive Summary Winning Play # 1: The Quick Score Winning Play # 2: Recruit Referral

More information

Benchmark Report. Customer Marketing: Sponsored By: 2014 Demand Metric Research Corporation. All Rights Reserved.

Benchmark Report. Customer Marketing: Sponsored By: 2014 Demand Metric Research Corporation. All Rights Reserved. Benchmark Report Customer Marketing: Sponsored By: 2014 Demand Metric Research Corporation. All Rights Reserved. TABLE OF CONTENTS 3 Introduction 18 Customer Marketing Skills 5 Executive Summary 20 The

More information

The Value of Weekend Leads Unveiled:

The Value of Weekend Leads Unveiled: EXECUTIVE SUMMARY This study, performed in collaboration with QuinStreet, one of Velocify s key lead provider partners, examines the value of weekend-generated mortgage leads and helps draw tactical conclusions

More information

DIALSOURCE. Sales Acceleration Software

DIALSOURCE. Sales Acceleration Software DIALSOURCE Sales Acceleration Software CASE STUDY UNDERGROUND ELEPHANT Accelerating demand generation and streamlining sales for the insurance marketplace Underground Elephant is a rapidly growing technology

More information

The B2B Marketing Landscape...2. Why Marketing Automation?...3. Maximize ROI...4. Drive Sales & Accelerate the Funnel...6

The B2B Marketing Landscape...2. Why Marketing Automation?...3. Maximize ROI...4. Drive Sales & Accelerate the Funnel...6 Table of Contents Interested in what marketing automation can do for your marketing and sales teams? Peruse through our CMO Toolkit to get information about the marketing automation capabilities that you

More information

THE SALES COMPENSATION CONUNDRUM

THE SALES COMPENSATION CONUNDRUM THE SALES COMPENSATION CONUNDRUM How Compensation Impacts Sales Organization Quality and Performance Written & Researched by Steve W. Martin Sales Expert, HBR Contributor, and Author of the Heavy Hitter

More information

to Maximize Return on Investment with Marketing Automation

to Maximize Return on Investment with Marketing Automation 4 Ways to Maximize Return on Investment with Marketing Automation 4 Ways to Maximize Return on Investment with Marketing Automation The Challenge: Maximising the time and money you invest in the online

More information

High Performance Lead Nurturing and Lead Scoring: The Step-by-Step Guide

High Performance Lead Nurturing and Lead Scoring: The Step-by-Step Guide High Performance Lead Nurturing and Lead Scoring: The Step-by-Step Guide Most marketing organizations build a lead scoring system based on how the prospect has engaged and the frequency of engagement.

More information

report in association with: The State of B2B

report in association with: The State of B2B 2012 report in association with: The State of B2B Lead Generation: 2012 Results WHAT S INSIDE Introduction & Methodology pg 03 Lead Sources & Volumes pg 11 Who s Using CRM pg 04 Lead Response Times, Volumes

More information

RICH REAL ESTATE AGENT, POOR REAL ESTATE AGENT

RICH REAL ESTATE AGENT, POOR REAL ESTATE AGENT What separates Rich Real Estate Agents from Poor Real Estate Agents?» Are men better real estate agents than women?» Does age or experience matter?» Do top real estate agents use Trulia or Zillow? Or Realtor.com?

More information

Align Sales and Marketing to Increase Sales

Align Sales and Marketing to Increase Sales Align Sales and Marketing to Increase Sales Using an integrated marketing platform makes the lifecycle of the customer experience visible and measurable, allowing sales and marketing to share real-time

More information

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool.

MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO. Everything you need to know to create the ultimate sales and marketing tool. MARKETING AUTOMATION & YOUR CRM THE DYNAMIC DUO Everything you need to know to create the ultimate sales and marketing tool. Table of Contents Introduction...3 Chapter 1: What Is Marketing Automation?...4

More information

THE B2B FULL-FUNNEL MARKETER S HANDBOOK

THE B2B FULL-FUNNEL MARKETER S HANDBOOK THE B2B FULL-FUNNEL MARKETER S HANDBOOK Brand Awareness Content Engagement & Education Lead Generation & Sales Conversions The B2B Full-Funnel Marketer s Handbook For business-to-business marketers, the

More information

TURNINGPOINT TALENT QUARTERLY REPORT. Q1 2015 Marketing Compensation & Hiring Trends. Page 1

TURNINGPOINT TALENT QUARTERLY REPORT. Q1 2015 Marketing Compensation & Hiring Trends. Page 1 TURNINGPOINT TALENT QUARTERLY REPORT Q1 2015 Marketing Compensation & Hiring Trends Page 1 Executive Hiring Summary San Diego, Orange County and Los Angeles Today s most valuable currency is lead generation

More information

The 2011 State of Inbound Marketing

The 2011 State of Inbound Marketing www. The 2011 State of Inbound Marketing February 2011 Tweet This! Contents Introduction... 3 The State of Marketing Costs & Budgets... 4 Inbound Channels Convert Leads into Customers... 10 What s Important

More information

Marketing Automation 2.0 Closing the Marketing and Sales Gap with a Next-Generation Collaborative Platform

Marketing Automation 2.0 Closing the Marketing and Sales Gap with a Next-Generation Collaborative Platform Marketing Automation 2.0 Closing the Marketing and Sales Gap with a Next-Generation Collaborative Platform 4 Contents 1 Executive Summary 2 Defining Marketing Automation 2.0 3 Marketing Automation 1.0:

More information

USING SOCIAL MEDIA EFFECTIVELY TO MAKE

USING SOCIAL MEDIA EFFECTIVELY TO MAKE [Type text] 3/23/2012 HMI USING SOCIAL MEDIA EFFECTIVELY TO MAKE THE MOST OF YOUR FARM BUSINESS Contents What Is Inbound Marketing?... 2 Part I: Introduction to Inbound Marketing... 3 Part II: Get Found

More information

Modern Marketing Transformation

Modern Marketing Transformation Modern Marketing Transformation How Five Tenets of Modern Marketing Can Help Health Insurance Marketplaces Successfully Meet Their Enrollment Objectives HOW WILL YOU CONVERT HEALTH CARE APPLICATIONS TO

More information

Target and Acquire the Multichannel Insurance Consumer

Target and Acquire the Multichannel Insurance Consumer Neustar Insights Whitepaper Target and Acquire the Multichannel Insurance Consumer Increase Conversion by Applying Real-Time Data Across Channels Contents Executive Summary 2 Are You Losing Hot Leads?

More information

Marketing Report 2015

Marketing Report 2015 The State of Marketing Report 2015 TABLE OF CONTENTS EXECUTIVE SUMMARY KEY FINDINGS DETAILED INSIGHTS 2 3 6 Meeting Consumer Needs Consumer Channel Preference Marketers Current Workflow How Marketers Workflow

More information

Five Ways to Grow Your Agency with Inbound Marketing

Five Ways to Grow Your Agency with Inbound Marketing Five Ways to Grow Your Agency with Inbound Marketing 1 2 3 4 5 The inbound marketing opportunity for agencies The way B2B prospects research and buy products has changed dramatically over recent years.

More information

CLOSED-LOOP REPORTING

CLOSED-LOOP REPORTING 1 CLOSED-LOOP REPORTING MODASSIC MARKETING 2 CONTENTS HOW CLOSED LOOP MARKETING WORKS 8 WHAT YOU NEED TO SET UP CLOSED-LOOP MARKETING 19 BECOME A BETTER MARKETER BY CLOSING THE LOOP 25 HOW TO FIX A BROKEN

More information

The Top FIVE Metrics. For Revenue Generation Marketers

The Top FIVE Metrics. For Revenue Generation Marketers The Top FIVE Metrics For Revenue Generation Marketers Introduction It s an old cliché but true: you manage what you measure. One implication is that when a business changes, measures should change as well.

More information

Case Study: Closing The Loop

Case Study: Closing The Loop Case Study: Closing The Loop Connect digital marketing data and offline sales data to get true ROI with this cost-effective approach to Customer Intelligence. As digital marketing techniques and technologies

More information

SPECIAL REPORT. VIDEO, SOCIAL MEDIA, and MOBILE. How Businesses Are Leveraging New Internet Marketing Platforms Like

SPECIAL REPORT. VIDEO, SOCIAL MEDIA, and MOBILE. How Businesses Are Leveraging New Internet Marketing Platforms Like SPECIAL REPORT How Businesses Are Leveraging New Internet Marketing Platforms Like VIDEO, SOCIAL MEDIA, and MOBILE to Acquire New Customers and Dominate Their Markets Introduction Businesses of all types

More information

Marketing Automation User; 2010 marketing review notes and 2011 plans

Marketing Automation User; 2010 marketing review notes and 2011 plans Marketing Automation User; 2010 marketing review notes and 2011 plans Each December we ask our marketing customers if they would like to participate in a short, informal yearend review. The scope of the

More information

INTEGRATED MARKETING AUTOMATION

INTEGRATED MARKETING AUTOMATION INTEGRATED MARKETING AUTOMATION To generate, manage and convert leads Whitepaper W W W.AC T I V ECO N V E R S I O N. C O M M A R K E T I N G I N T E L L I G E N C E F O R S A L E S info@activeconversion.com

More information

www.hubspot.com The State of Inbound Marketing 2010

www.hubspot.com The State of Inbound Marketing 2010 www. The State of Inbound Marketing 2010 February 2010 Contents Introduction...3 Summary...3 Overview of Inbound Marketing...3 The 2010 State of Inbound Marketing...4 Inbound Marketing Channels Continue

More information

Turbocharge Your Email Marketing Through Better Transactional Messages

Turbocharge Your Email Marketing Through Better Transactional Messages Turbocharge Your Email Marketing Through Better Turbocharge Your Email Marketing Through Better How to Use Everyday Transactional Emails for Greater Customer Experiences and More Revenue $ option #3 option

More information

How the New Home Buyer Lifecycle Is Impacting. The Broker-Agent Relationship

How the New Home Buyer Lifecycle Is Impacting. The Broker-Agent Relationship How the New Home Buyer Lifecycle Is Impacting The Broker-Agent Relationship The Winning Real Estate Brokerage: A VHT White Paper Series Part 2 - Fall 2011 By Brian Balduf Chairman, VHT Home buyers business

More information

TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers.

TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers. of the BROADER ROLE TELEMARKETING Don t miss a Golden Egg opportunity to turn your telemarketing campaigns into profit centers. NEW 1555 Pony Express Hwy Home, KS 66438 (800) 882-0803 ronen@bluevalley.net

More information

B2B Marketing Outlook Australia 2011 A research report exploring B2B marketing usage, intentions and directions

B2B Marketing Outlook Australia 2011 A research report exploring B2B marketing usage, intentions and directions B2B Marketing Outlook Australia 2011 A research report exploring B2B marketing usage, intentions and directions March 2011 Research conducted by: Research supported by: 2011 Green Hat Marketing Pty Ltd.

More information

Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management.

Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management. Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead Management. September 2012 OptifiNow September 2012 Transform Inbound Contacts Into Profits: Best Practices for Optimizing Lead

More information

Unleash Your Sales and Marketing Talent

Unleash Your Sales and Marketing Talent Unleash Your Sales and Marketing Talent Save Time and Reduce the Cost of Sale with a Data-Driven Approach to Service Renewals WHITE PAPER Services Made Simple Copyright 2014 by MaintenanceNet, Inc. All

More information

Powering Performance with Customer Intelligence. Are you ready to make Customer Intelligence your performance advantage to outpace the competition?

Powering Performance with Customer Intelligence. Are you ready to make Customer Intelligence your performance advantage to outpace the competition? Powering Performance with Customer Intelligence Are you ready to make Customer Intelligence your performance advantage to outpace the competition? Frequently Asked Questions (FAQs) PNT Marketing Services

More information

Why consider Marketing Automation?

Why consider Marketing Automation? What is inbox25? Why consider Marketing Automation? Marketing Automation software takes email marketing to the next level by automating the process of lead generation. In effect Marketing Automation accelerates

More information

Lead Nurturing Benchmarking Study

Lead Nurturing Benchmarking Study 2014 A Lead Nurturing Benchmarking Study look at strategies and best practices for engaging prospects at all stages of the sales funnel SURVEY 2014 Lead Nurturing Benchmarking Study 2 Lead Nurturing Pro

More information

Moreketing. With great ease you can end up wasting a lot of time and money with online marketing. Causing

Moreketing. With great ease you can end up wasting a lot of time and money with online marketing. Causing ! Moreketing Automated Cloud Marketing Service With great ease you can end up wasting a lot of time and money with online marketing. Causing frustrating delay and avoidable expense right at the moment

More information

The ROI of Customer Acquisition: Aligning Marketing & Sales

The ROI of Customer Acquisition: Aligning Marketing & Sales The ROI of Customer Acquisition: Aligning Marketing & Sales Table of Contents Best Practice #1: Build and implement ongoing email lead nurturing programs. Best Practice #2: Leverage inbound tactics to

More information

Patient Relationship Management

Patient Relationship Management Solution in Detail Healthcare Executive Summary Contact Us Patient Relationship Management 2013 2014 SAP AG or an SAP affiliate company. Attract and Delight the Empowered Patient Engaged Consumers Information

More information

iprospect November 2010 Real Branding Implications of Digital Media an SEM, SEO, & Online Display Advertising Study

iprospect November 2010 Real Branding Implications of Digital Media an SEM, SEO, & Online Display Advertising Study iprospect November 2010 Real Branding Implications of Digital Media an SEM, SEO, & Online Display Advertising Study Copyright 2010 iprospect.com, Inc. 800.522.1152 interest@iprospect.com www.iprospect.com

More information

Reshaping Field Marketing. in a Digital World

Reshaping Field Marketing. in a Digital World Reshaping Field Marketing in a Digital World CONTENTS Introduction... 2 Challenge... 3 Reshaping Field Marketing for a Digital World... 3-6 Digital World Introduction The increasing use of the Internet

More information

ABSTRACT. 2015-2016 Outbound Solutions Product and Market Report

ABSTRACT. 2015-2016 Outbound Solutions Product and Market Report ABSTRACT 2015-2016 Outbound Solutions Product and Market Report 1 This is the third edition of DMG s Outbound Solutions Product and Market Report. The Report covers leading and contending vendors, their

More information

Why email marketing. 7 reasons why email marketing will help your business grow

Why email marketing. 7 reasons why email marketing will help your business grow Why email marketing 7 reasons why email marketing will help your business grow WHY EMAIL MARKETING: 7 REASONS WHY USING EMAIL MARKETING CAN HELP YOUR BUSINESS GROW 1 Table of contents Introduction 3 has

More information

Omnichannel Strategy Adoption At Tipping Point, Marketers Share Action Plans

Omnichannel Strategy Adoption At Tipping Point, Marketers Share Action Plans Omnichannel Strategy Adoption At Tipping Point, Marketers Share Action Plans By Karlene Lukovitz Industry Report by Exclusive Sponsor Introduction Marketers are keenly aware of the tremendous potential

More information

Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED

Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED Scoring Sales and Stretching Marketing Dollars SECRETS OF WEB-BASED SALES AND MARKETING MANAGEMENT REVEALED Meeting Today s Challenges Head-On In today s fast-paced business environment, companies are

More information

Multi-channel Marketing

Multi-channel Marketing RIGHT TIME REVENUE OPTIMIZATION How To Get Started RIGHT TIME REVENUE OPTIMIZATION How To Get Started Summary: The Short List Here s our suggested short list from this paper: Multi-channel marketing is

More information

CRM Software BuyerView Report. Insight into today s software buyer

CRM Software BuyerView Report. Insight into today s software buyer CRM Software BuyerView Report Insight into today s software buyer Abstract Recently, Software Advice analyzed 5,279 interactions with prospective CRM software buyers (conducted between January and August

More information

5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS

5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS TIP SHEET 5 TIPS FOR SETTING MEASURABLE SOCIAL MEDIA GOALS Social media participation has become a must for businesses today. A survey by CMO in February 2012 revealed that marketers expect to spend almost

More information

Companies that use a demand generation technology reported 181% higher average close rates.

Companies that use a demand generation technology reported 181% higher average close rates. Companies that use a demand generation technology reported 181% higher average close rates. 5 Five Core Principles for Empowering Sales Reps with Demand Generation Tools The crisis in the financial market

More information

Benchmark Survey: Marketo Benchmark on Revenue Performance Custom Report For: Justin Gray

Benchmark Survey: Marketo Benchmark on Revenue Performance Custom Report For: Justin Gray Benchmark Survey: Marketo Benchmark on Custom Report For: Justin Gray Dear Justin Gray, and sales executives are constantly asking their organizations questions such as: How much should we be investing

More information

Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO. AN ACT-ON ebook

Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO. AN ACT-ON ebook Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO AN ACT-ON ebook MARKETING AUTOMATION IS THE MARKETING COUNTERPART TO YOUR CRM SALES SYSTEM. CRM SUPPORTS SALES... Your established customer relationship

More information

What is Marketing Automation? What is Marketing Automation?

What is Marketing Automation? What is Marketing Automation? What is Marketing Automation? Table of Contents What is Marketing Automation?...2 Deficiencies in the Manual Marketing Process...2 Marketing for the Modern World...2 How Marketing Automation Works...................3

More information

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology

Powering Marketing. The Five Tenets of Modern Marketing in Financial Services and Insurance. Marketing Technology Powering Marketing Transformation The Five Tenets of Modern Marketing in Financial Services and Insurance Targeting Engagement Conversion Analytics Marketing Technology THE FIVE TENETS OF MODERN MARKETING

More information

Overview & Highlights- Maximizer CRM Live

Overview & Highlights- Maximizer CRM Live Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

MARKETING AUTOMATION

MARKETING AUTOMATION MARKETING AUTOMATION Benchmarks from the Agency Perspective What marketing automation success will look like in a year ahead and how agencies plan to achieve it, based on a broad-range of client experience.

More information

5 Tips For Setting Measurable. Social Media Goals. 5 Tips for Measurable social media goals

5 Tips For Setting Measurable. Social Media Goals. 5 Tips for Measurable social media goals 5 Tips For Setting Measurable Social Media Goals 1 introduction Five practical tips for setting measurable social media goals Social media participation has become a must for businesses today. A survey

More information

Zuberance. LeadMD Case Study. Getting More Out of a Marketing Automation Investment

Zuberance. LeadMD Case Study. Getting More Out of a Marketing Automation Investment LeadMD Case Study Zuberance Getting More Out of a Marketing Automation Investment Zuberance was using Marketo prior to finding LeadMD, but they struggled with the platform. Their marketing automation and

More information

Better Sales Leads and Conversion Rates in a 360-Degree World

Better Sales Leads and Conversion Rates in a 360-Degree World Growth Services Selling Power: Better Sales Leads and Conversion Rates in a 360-Degree World Better Sales Leads and Conversion Rates in a 360-Degree World THE LEADERSHIP CHALLENGE: A WEALTH OF DATA Today,

More information

Elevate your Client Relationships by Solving the Channel Marketing Challenge

Elevate your Client Relationships by Solving the Channel Marketing Challenge CONTENT SYNDICATION E-COMMERCE BUSINESS INTEGRATION business integration BUSINESS INTELLIGENCE Elevate your Client Relationships by Solving the Channel Marketing Challenge For Consultants and Agencies

More information

Direct-to-Quote: New Technology from MediaAlpha s Powerful Advertising Platform for the Auto Insurance Industry. White Paper

Direct-to-Quote: New Technology from MediaAlpha s Powerful Advertising Platform for the Auto Insurance Industry. White Paper Direct-to-Quote: New Technology from MediaAlpha s Powerful Advertising Platform for the Auto Insurance Industry White Paper 2015 There s no doubt that consumers are spending more time today on their computers,

More information

The Ultimate Guide to HIGH VELOCITY SELLING

The Ultimate Guide to HIGH VELOCITY SELLING The Ultimate Guide to HIGH VELOCITY SELLING Table of Contents Part 1 A sales revolution is underway 3 The emergence of high-velocity selling 4 High-velocity sales environments defined 5 A need for new

More information

SmartBanker REDPORT INTERNATIONAL

SmartBanker REDPORT INTERNATIONAL Smart Analytics You Can Bank On The new age of data is transforming business, and financial institutions are grappling with growth and profitability challenges in large part due to the increasingly competitive

More information

How Businesses Are Leveraging New Internet Marketing Platforms Like to Acquire Customers and Build a Supportive Community

How Businesses Are Leveraging New Internet Marketing Platforms Like to Acquire Customers and Build a Supportive Community WHITE PAPER: How Businesses Are Leveraging New Internet Marketing Platforms Like Video, Social Media and Mobile to Acquire Customers and Build a Supportive Community Introduction: Businesses of all types

More information

Optum TM Consumer Acquisition Platform. A Next-Generation Approach to Acquire, Retain and Engage Members.

Optum TM Consumer Acquisition Platform. A Next-Generation Approach to Acquire, Retain and Engage Members. Optum TM Consumer Acquisition Platform A Next-Generation Approach to Acquire, Retain and Engage Members. Challenge and opportunity have arrived at the same time for health plans. Millions of consumers

More information

The role of CRM in integrated customer service management

The role of CRM in integrated customer service management WHITE PAPER The role of CRM in integrated customer service management Benefits to having an integrated approach to service management INTRODUCTION When you think about CRM, do you think first (and often

More information

WHITE PAPER. The role of CRM in integrated customer service management

WHITE PAPER. The role of CRM in integrated customer service management WHITE PAPER The role of CRM in integrated customer service management INTRODUCTION When you think about CRM, do you think first (and often only) of one department in your company? For instance, some companies

More information

White Paper. Real-time Customer Engagement and Big Data are Changing Marketing

White Paper. Real-time Customer Engagement and Big Data are Changing Marketing Real-time Customer Engagement and Big Data are Changing Marketing Real-time Customer Engagement and Big Data are Changing Marketing Marketing is rapidly approaching to what marketers have often dreamed

More information

Better Sales Effectiveness

Better Sales Effectiveness Increase Lead Conversion Through Better Sales Effectiveness Image by freepik.com How to Increase Lead Conversion Through Better Sales Effectiveness From Marketing to Sales: The Lead Handoff Challenge When

More information

10 Killer Salesforce Reports

10 Killer Salesforce Reports 10 Killer Salesforce Reports for Measuring Marketing Performance A Best Practices White Paper for Response Management from Full Circle Insights Full Circle Insights FullCircleInsights.com 650.641.2766

More information

Social Media and Sales Quota

Social Media and Sales Quota Social Media and Sales Quota The Impact of Social Media on Sales Quota and Corporate Revenue (A Research Report for B2B Companies) SOCIAL MEDIA & SALES QUOTAS 2 TABLE OF CONTENTS Executive Summary...3

More information

THE 10 Ways that Digital Marketing + Big Data =

THE 10 Ways that Digital Marketing + Big Data = 1 Ways that Digital Marketing + Big Data = Sales Productivity The best global companies are transforming the way they market and sell. Here s how! Evolves into Digital TOP 10 about us MarketBridge is a

More information

Social Media Analysis and Audience Engagement

Social Media Analysis and Audience Engagement Solution in Detail Media and Marketing Executive Summary Contact Us Social Media Analysis and Audience Engagement Analyze Social Media and Engage Customers Audience Engagement Consumer Experiences Social

More information

and Analytic s i n Consu m e r P r oducts

and Analytic s i n Consu m e r P r oducts Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.988.7900 F.508.988.7881 www.idc-mi.com Creating Big O p portunities with Big Data and Analytic s i n Consu m e r P r oducts W H I T E

More information

CHANGES IN THE PROFESSIONAL SERVICES MARKETING MIX: Traditional vs. Online Marketing

CHANGES IN THE PROFESSIONAL SERVICES MARKETING MIX: Traditional vs. Online Marketing CHANGES IN THE PROFESSIONAL SERVICES MARKETING MIX: Traditional vs. Online Marketing BY SYLVIA S. MONTGOMERY Over 20 years ago, Phillip Kotler, recognized by many as the father of marketing, warned that

More information

How Social CRM Connects You to Customers

How Social CRM Connects You to Customers How Social CRM Connects You to Customers 1 of a 4-Part Series SELL. SERVICE. MARKET. SUCCEED. Hello. You ve just opened one of four books in a series on CRM systems from the #1 CRM solution in the world,

More information

Webtrends for Retail

Webtrends for Retail Webtrends for Retail Revolutionize Your Customers End-To-End Experiences Across Digital Channels solution brief JAN 2013 2013 Webtrends, Inc. www.webtrends.com. Webtrends for Retail Revolutionize Your

More information

Priming the Economic Engine. How Social Media is Driving Growth for Small and Medium Businesses (SMBs) COMMISSIONED STUDY CONDUCTED BY

Priming the Economic Engine. How Social Media is Driving Growth for Small and Medium Businesses (SMBs) COMMISSIONED STUDY CONDUCTED BY Priming the Economic Engine How Social Media is Driving Growth for Small and Medium Businesses (SMBs) COMMISSIONED STUDY CONDUCTED BY Executive summary $5.5 trillion in annual revenue. This is the value

More information

EMAIL MARKETING TRENDS B2B BENCHMARKS FOR 2015

EMAIL MARKETING TRENDS B2B BENCHMARKS FOR 2015 EMAIL MARKETING TRENDS B2B BENCHMARKS FOR 2015 FIND. NURTURE. CONVERT. Research Conducted by Ascend2 in Partnership with Dun & Bradstreet NetProspex OVERCOMING THE MOST CHALLENGING OBSTACLE TO EMAIL SUCCESS.

More information

How to Grow Revenue & Thrive In. Flash Sales

How to Grow Revenue & Thrive In. Flash Sales How to Grow Revenue & Thrive In Flash Sales Flash Sales Performance Marketing Survival Guide Contents Introduction 3 Chapter 1 : Flash Sale Campaigns Targeting Each Sale to Old CRM Data is Ineffective

More information

10 Questions to Ask Your Search Marketing Firm

10 Questions to Ask Your Search Marketing Firm 10 Questions to Ask Your Search Marketing Firm January 2009 10 Questions to Ask Your Search Marketing Firm Background Search marketing has become one of the fastest growing segments of marketing for both

More information

STATE OF B2B MARKETING METRICS AND ANALYTICS 2015

STATE OF B2B MARKETING METRICS AND ANALYTICS 2015 STATE OF B2B MARKETING METRICS AND ANALYTICS 2015 Research Report - Feb 2015 WHO WE SPOKE TO To understand the state of metrics & analytics in B2B marketing today, we spoke to directors and senior executives

More information

Developing a Profitable Service Annuity Business

Developing a Profitable Service Annuity Business Developing a Profitable Service Annuity Business WHITE PAPER Services Made Simple Copyright 2014 by MaintenanceNet, Inc. All Rights Reserved. 1 Using Data to Meet Your Sales Quota The competitive landscape

More information

Insurance customer retention and growth

Insurance customer retention and growth IBM Software Group White Paper Insurance Insurance customer retention and growth Leveraging business analytics to retain existing customers and cross-sell and up-sell insurance policies 2 Insurance customer

More information

Take Online Lead Generation to the Next Level

Take Online Lead Generation to the Next Level Take Online Lead Generation to the Next Level 5 Ways to Capture New Market Niches By: Deven Pravin Shah WSI Internet Marketing Consultant Overview Many business owners ask the same questions about capturing

More information

Financial Services Practice. The Multichannel Imperative for Property and Casualty Carriers In Personal Lines

Financial Services Practice. The Multichannel Imperative for Property and Casualty Carriers In Personal Lines Financial Services Practice The Multichannel Imperative for Property and Casualty Carriers In Personal Lines The Multichannel Imperative for Property and Casualty Carriers in Personal Lines 1 The Multichannel

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

Email Marketing Automation

Email Marketing Automation 1 Email Marketing Automation The advertising industry and ways of reaching prospective customers has been constantly printed advertisement was published by the Journal Since then, we have seen entirely

More information

STEPPING INTO A NEW AGE OF MARKETING WITH CRM. A best practice guide to integrating marketing and CRM

STEPPING INTO A NEW AGE OF MARKETING WITH CRM. A best practice guide to integrating marketing and CRM STEPPING INTO A NEW AGE OF MARKETING WITH CRM A best practice guide to integrating marketing and CRM Stepping into a new age of marketing with CRM A best practice guide to integrating marketing and CRM

More information

ACHIEVING MARKETING ROI WITH WEBCASTING SOLUTIONS. By Debra Chin Senior Vice President Palmer Research

ACHIEVING MARKETING ROI WITH WEBCASTING SOLUTIONS. By Debra Chin Senior Vice President Palmer Research ACHIEVING MARKETING ROI WITH WEBCASTING SOLUTIONS By Debra Chin Senior Vice President Palmer Research EXECUTIVE SUMMARY There is some good news for marketers today: budgets and staffing are on the rise

More information

The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation

The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation The Spark Small Business Guide: Graduating from Email Marketing to Marketing Automation MARKETING AUTOMATION is technology that allows you to nurture leads through automated campaigns. Because marketing

More information

Whitepaper The Role of Customer Relationship Management (CRM) Solutions for the Outbrokerage

Whitepaper The Role of Customer Relationship Management (CRM) Solutions for the Outbrokerage Whitepaper The Role of Customer Relationship Management (CRM) Solutions for the Outbrokerage Agency Management Case Managers Underwriting Specialists Table of Contents The opportunity...3 The advantage

More information

Video, Social Media and Mobile

Video, Social Media and Mobile WHITE PAPER: How Businesses Are Leveraging New Internet Marketing Platforms Like Video, Social Media and Mobile to Acquire Customers and Build a Supportive Community Introduction: Businesses of all types

More information

A Modern Sales Roadmap. 7 best practices to drive sales success. tellwise

A Modern Sales Roadmap. 7 best practices to drive sales success. tellwise A Modern Sales Roadmap 7 best practices to drive sales success tellwise Introduction Whether you re an inside sales rep or the Chief Sales Officer (CSO), you know sales is a demanding field, with countless

More information

customer care solutions

customer care solutions customer care solutions from Nuance white paper :: Proactive Notifications for the Utilities Industry A Nuance Customer Care White Paper introduction For today s utilities the old ways of doing business

More information

Be Here. Get More Customers Here. Drive Sales on Your Web Site Via Catalogs. usps.com

Be Here. Get More Customers Here. Drive Sales on Your Web Site Via Catalogs. usps.com Be Here. Get More Customers Here. Drive Sales on Your Web Site Via Catalogs. usps.com 1 Drive 16% more traffic to your web site via catalogs. What s the net effect of Direct Mail catalogs on Internet sales?

More information

Current State of Marketing Measurement. Ifbyphone Survey Finds 4 Out of 5 Marketing Executives Expect Measurable Campaigns, Yet Only 29% Can Deliver

Current State of Marketing Measurement. Ifbyphone Survey Finds 4 Out of 5 Marketing Executives Expect Measurable Campaigns, Yet Only 29% Can Deliver Current State of Marketing Measurement Ifbyphone Survey Finds 4 Out of 5 Marketing Executives Expect Measurable Campaigns, Yet Only 29% Can Deliver Current State of Marketing Measurement Ifbyphone Survey

More information