They say that improving sales efficiency is a surefire way to boost your revenue. Let’s take a quick trip down your sales team to see how true this is.

The goal of any business is to greatly skyrocket its revenue to the top. And this boils down to your sales efficiency. No wonder 75% of businesses prioritize closing deals above any other sales activity.

But, how efficient is your sales team? How many projects do they complete within the delivery time – and on a budget? How much time do they spend on each project? Are the leads converting?

Answering these questions will definitely give you an insight into the performance of your sales team.

While the growth of any business can be traced to several factors, your sales and marketing team wield the highest pull or push.

Why do you need to focus on sales efficiency?

It is because they make use of the three key ingredients – time, resources, and money. Believe it or yes, the manner at which these three ingredients are managed in a firm determines the growth of that business. Handing over these success ingredients to an inefficient sales team is paramount to failure.

Before we gobble down these cool hacks to bolster your sales efficiency, let’s take a quick look at what the term actually means.

What is Sales Efficiency?

As the name suggests, this is basically the efficiency of your sales team. Sales efficiency refers to the process of streamlining your sales operations to get the highest possible return on your investment.

With a great number of projects left incomplete, it is no wonder most businesses are yet struggling to leave the ground level. By increasing the efficiency of your team, you will successfully increase the number of sales and, of course, revenues flowing into your business.

Here is a simple formula to calculate your sales efficiency.

Sales Efficiency = (Revenue/sales & marketing investment) x 100.

In simple terms, the efficiency of your sales team can be calculated by dividing the revenue generated within the specified period by the amount spent by your sales and marketing team during the time. And multiplying the resultant value by 100.

Say you invested a million dollars in the past quarter and generated $2million in revenue, the efficiency of your sales team in the past quarter would be

(2,000,000/1,000,000) x 100

That is 200% efficiency. Not a bad way to go!

Typically, a score of less than 100% means your sales team is doing something wrong. You should aim at scores within the range of 100 – 300%

5 Cool Tips to Bolster Sales Efficiency

There is still no hard and fast rule that can improve your business’ efficiency. It may vary for different businesses. But, here are some tips you can use to achieve some amount of success.

1. Optimize Your Team for Success

To succeed in any team, everyone has to be on board. This is why we advise sales managers to take the time to train team members before entrusting them with any project. Sure, they will learn on the job, however, you will greatly expedite the process – and ultimately your success – if they are adequately trained beforehand.

At the end of the day, you will not have to waste your time correcting errors and practically doing their job for them. Instead, you get to optimize your time by spending it on the bigger fishes only you can fry.

2. Make Your Team Tech-Savvy

It is 2019! Gone are the days when salespeople have to do everything manually. Today, every successful business spends a ton of dollars on sales enablement tools. As a matter of fact, stats show that high-performing businesses spend almost 3 times more on sales enables tools than under-performing businesses. (Ref. sugarcrm.com/resources/sales-statistics)

Sales efficiency is directly proportional to time efficiency. By providing your team members with all the necessary sales tools, you have grossly reduced time wasters and prepared them for only sales.

Sales hacks and tips

3. Create a Foolproof Sales Process

A recurring time waster that salespeople spend time on is devising the best sales technique or process. What we fail to understand is that there is no one-size-fits-all approach in the business world, not even in the same industry. Salespeople tend to learn this later than they should and end up spending their time jumping from one approach to the other.

To help scale up their productivity, experts advise you to create a repeatable foolproof sales process that they can ‘rinse and use’ at all times. Be sure to draft out one that works for your business and help your sales team learn to employ these little hacks.

4. Ensure Your Sales and Marketing Team are Aligned

Anyone who knows his onion in the business world will categorically state that the alignment of your sales and marketing team is the very first key to success. As far fetched as that may seem, it is actually as true as they come. Your sales and marketing team, as I stated earlier, wield the highest pull or push among other success factors of any business.

You can still fail if your marketing team does everything right and your sales team is inefficient. Just as an efficient sales team cannot do much with an inefficient marketing team. Therefore, experts advise sales managers to ensure their sales and marketing departments work hand in hand if success is the goal.

By aligning these key departments, you will make it easier to for both teams to work, leading to higher productivity – which ultimately increases sales efficiency and, of course, revenues.

5. Lastly, Always Set a Goal

Sure, you have got one of the best sales and marketing teams on the planet. However, motivation is the fuel that keeps any sales or marketing team going. Remember the goal is to optimize your time and activities in order to get the highest possible return on your investment.

Therefore,  your sales team should always be goal-oriented. Be sure to keep them on top of the game by giving them a definitive goal within a period of time. This will help keep them motivated as they are have something they are fighting to achieve. You can’t build goal-getters when there is no goal. Keep the fire burning!

Conclusion

Optimizing sales efficiency is unarguably one of the major problems facing most businesses today – both small and large businesses. This is because it holds the key to the growth of the firm. I am positive these little hacks will produce significant changes in your revenue this quarter. Do try them out!

But, if you need a good CRM that can help you expedite the entire process, I recommend LeadSquared. Why don’t you take a trial and find out yourself?

Here’s the truth: people hate calling customer service. If given the choice, more than 91% of consumers would rather use self-service options than have to reach out to a real person.

zendesk integration

The initial sale isn’t the only time when customers reach out. They may continue to contact your business when they run into problems with your product or service, have questions, want to upgrade, or even cancel their service. Many times, the interactions are positive experiences for company and customer alike, but both sides also know that it’s not always sunshine and roses.

But in the event they do need to connect with you, companies who use Zendesk can now integrate these customer experiences with their LeadSquared CRM to keep track of every engagement.

What is Zendesk Integration?

Zendesk has brought a calm balance to handling customer service experiences, which is why more than 100,000 businesses are paying to use it (in addition to all of their free accounts). However, one of its biggest drawbacks for its users is that it operates as its own system. Unless there’s a direct connection between Zendesk and your CRM, you basically have two separate sets of data that make it difficult to track the entire customer journey.

Our Zendesk integration is designed to change this. Businesses need clarity into their customer relationships before, during, and after the sale. Having the entire help desk experience as a separate part of your business can be risky, as it doesn’t give you a holistic picture of your customer interactions.

But when you have all of your touchpoints in a single place, you gain a level of business zen you may have never thought possible.

How Zendesk + LeadSquared Give You Peace of Mind

Now that you know a little more about the Zendesk integration, let’s put it into context:

zendesk integration

Capture New Leads

Every time a lead or customer starts a support ticket, leads are automatically captured and added to your LeadSquared CRM. LeadSquared can then track every interaction between you and your customer to identify opportunities and ensure they’re properly served. Best of all, there’s no need to toggle between platforms to get a full picture of the customer experience. Everything is logged into the CRM so you can easily follow along the journey.

Understand Customer Issues

One of the most important things for companies to know is the issues your customers face when using your product or service. This allows you to make improvements in the future to build customer loyalty, lower costs, and boost your reputation. Studies have found that 86% of buyers are willing to pay more if it means getting a better experience.

Here’s the clincher: 80% of companies believe they understand their customers’ needs, but only 8% of customers agree.

It’s imperative for companies to do better in understanding the potential barriers that could prevent customers from doing business with you in the future. The Zendesk integration aids this initiative by giving companies clarity into why customers reach out to you. You can use this data to improve the way you operate and eliminate these challenges, or at the very least, mitigate their effects.

Optimize Your Support Team

You can’t be everywhere all the time, which is why you lean heavily on your customer support team to take care of customer issues. The Zendesk integration can give you greater transparency into their productivity and operations so you can identify ways to streamline processes, optimize performance, and maintain a high, consistent level of service to your customers.

Benefits of Integrating Zendesk with LeadSquared

Once you integrate Zendesk with LeadSquared, you should start seeing the effects almost immediately. Here are a few of the most common benefits our customers experience:

zendesk integration

Improve Customer Experience

You can’t improve what you’re not informed about, but Zendesk gives you greater transparency into the customer experience so you can make adjustments as opportunities arise. LeadSquared can help you identify exactly where you’re falling short, such as the time it takes to serve customers, the number of open or resolved tickets, and even agent performance so you can continue to put your best foot forward.

Stay on Top of Important Tasks

Toggling between two systems is a recipe for oversight, but LeadSquared helps keep all your important tasks front and center. Because data syncs between Zendesk and LeadSquared, you can stay on top of priorities without details getting lost in the shuffle.

Boost Your Reputation

When you’re able to provide a top-notch customer service experience, your reputation gets an automatic boost. Customers will remember your responsiveness, and studies show that 77% of customers will tell a family member or friend about their positive interactions.

Try Our Zendesk Integration Free!

Securing the sale is just the beginning of what you hope will be a long, prosperous relationship. However, the way you handle customer interactions after closing the deal can affect how long they remain a paying customer.

LeadSquared is a powerful CRM that includes a Zendesk integration and other integrations with some of the most highly sought after digital products and services. Try LeadSquared free for 15 days and see how it helps take the stress out of work!

One of the most essential tasks for any sales organization is to track every sales call they make. Sales is a numbers game, where input equals output: the more people you connect with, the better chance you have of achieving quotas.

callrail integration

And even in the age of email and social media, 92% of all sales conversations and customer interactions still happen over the phone. With the phone being your single most important tool in your sales arsenal, it’s important to capitalize on the data you collect from every phone call so you can put it to good use in your sales strategy.

That’s why many businesses choose to use call tracking tools like CallRail that can help them transform conversations into usable data, analytics, and insights. If you haven’t already integrated call tracking with your CRM, you’ll want to look into it after learning about what it can do for your business.

What is CallRail, Anyway?

CallRail is one of the biggest names in call tracking software, and for good reason: they feature one of the biggest varieties of features in a single platform.

With powerful features, companies can use CallRail to see which keywords, ads, or campaigns are driving the most phone calls so you can maximize your marketing investment. It monitors your visitor’s journey through your website before, during, and after the call, along with providing insight into PPC ad campaigns, social media engagement, remarketing, and other initiatives.

CallRail will compile all of this information into usable insights so you can see exactly where and how you’re moving the needle every time you hop on a call.

What Can CallRail Integration Do for Your Business?

When combined with CRM functionality, CallRail becomes even more powerful in helping you close more sales. Here’s a closer look at some of the functionality you stand to gain:

callrail integration

Record and Log Sales Conversations

By default, CallRail automatically records inbound and outbound phone calls, which you can save to individual user profiles in your CRM. You can use these recordings for reference prior to reaching out to a prospect, along with quality and training purposes.

Create New Leads

You already know that not every website visitor turns into a paying customer, but CallRail can help you transform them into leads. CallRail tracks user activity, such as how many times they visit your website before calling, so you can automatically turn every phone call into a lead. And since you gain deeper knowledge into their user journey, you’ll have a better idea of which leads are sales-ready and which ones need more nurturing.

Personalize Every Interaction

Old-fashioned ad blasting simply isn’t effective anymore. Studies show that personalization is critical to sales, with a whopping 80% of consumers saying they’d be more likely to buy from a company or brand who truly gets their needs.

Knowing more about every caller allows you to dive deeper into their unique needs and priorities. You’re better able to hone in on their pain points and present optimal solutions for their problems rather than fall back on cookie-cutter experiences that do nothing to earn their trust and loyalty.

CallRail provides details at a granular level so you and your caller can get more from every interaction.

Benefits of CallRail Integration with CRM

Now that you know more about what to expect with a CallRail integration, let’s look at some of the benefits you can expect from making the connection. This isn’t a comprehensive list, but should illustrate just how valuable your integrations can become:

callrail integration

Increased Accuracy

Data accuracy is everything to a CRM. It’s impossible for salespeople to keep up with all the details of every interaction. This is why they use CRM in the first place. With CallRail, customer data is logged automatically so you never have to worry about user error or other inaccuracies. There’s no guesswork involved, and no having to remember to add certain details manually.

Greater Insight into the Customer Journey

The more you know about your customers, the better chance you have of making the right connections at the right time. Studies show that 59% of consumers say personalization influences their buying decision. If you’re able to solve their unique problems, make the right product recommendations, and connect with them on a more personal level, you have a much better chance of securing the sale.

Higher Sales Productivity

Sales reps want to make the best use of their time. They don’t want to waste precious minutes on junk leads and need to see where their best opportunities lie. A CallRail integration can help maximize every call by allowing sales reps greater insight into the customer journey. They know what products the customer looked at and the campaigns they responded to. Then, they can extrapolate from that data to tailor their approach.

This also provides a better experience to the customer, as they can work with a sales rep who understands their needs and is dedicated to finding the right solution quickly.

To make your CRM even more powerful, LeadSquared offers a CallRail integration, along with other robust tools to help you get more from every customer interaction. Try LeadSquared free for 15 days and discover a better sales calling experience.

Let’s face it: there’s a LOT that goes on in the inbox, but the phone is where 92% of all sales calls and conversions take place. With LeadSquared’s integration with Outlook, sales reps can build a bridge between the two to ensure no conversation or detail falls through the cracks.

Outlook Integration

Outlook Integration: What You Need to Know

Outlook is one of the most popular email clients in existence, thanks to its connection with Microsoft. Outlook has a 400 million monthly user base, so it’s easy to see why integrating it with your CRM can be critical to your business.

Not all CRMs will integrate with your inbox, and that’s a problem. If you’re using a CRM that keeps your sales processes and email in separate worlds, your sales reps will be doing a lot of extra work in managing both channels — and could miss valuable sales opportunities in the process.

One workaround that many companies use is to partner with a developer that can do some magic coding to connect the two. But if you’ve ever hired web development services in the past, you already know how big of a bill it can rack up. What’s more, if you were to change CRM systems or email functionality, you’d have to hire a developer to help you transition as you scale or upgrade.

How the Outlook Integration Works with Your CRM

Clearly, having a built-in integration with Outlook is the best way to go. Not only does it give you full control, but it can help you save money in the short and long term. Here’s a quick look at how it works:

Outlook Integration

Track Every Email

Surprisingly, salespeople spend only a third of their day actually selling. So what are they doing with the rest of their time?

Studies have found that more than 20% of a sales rep schedule is consumed by sending email, or about 13 hours per week. With so much time invested in the inbox, just one misstep has the potential to negatively impact the performance of your entire sales team.

That high level of volume makes it impossible for sales reps to remember every email, every outreach, and every person. This is one of the core reasons why sales reps depend on CRM in the first place, but without an easy way to log and track their email activity, they’re either wasting time manually entering information into the CRM or skipping it altogether.

With Outlook integration, salespeople can trust their email activities are logged automatically and correctly so they can continue pushing forward. Every conversation is stored with the client profile, so you can look back through communications and not worry about details getting lost in the shuffle.

Analyze Conversations

Similar to LeadSquared’s call features, the Outlook integration can make it easier to know exactly what’s being said during each interaction. Because all emails are captured automatically, you can track your conversations without having to jump through hoops or do detective work.

Prioritize Leads

Using data from your emails, you can segment leads, gauge lead quality, and prioritize leads based on user activity (e.g. open rates, open times, engagement with each email, etc.). This alone can be worth its weight in gold to a busy sales rep, as they can see at a glance whether a lead might be ready to close so they can strike while the iron’s hot.

Benefits to Expect

Which would you rather have: multiple systems that each function in their own unique way and don’t communicate with each other or a seamless, well-oiled machine that never makes you think twice?

Automation and integration are top priorities for sales organizations, and for good reason: when executed correctly, they can help to spur more sales, save money, and create uniformity and consistency within the organization.

Here are some of the key benefits you can expect by integrating Outlook email with LeadSquared CRM:

Outlook Integration

Deeper Sales Insights

With inbox and CRM functioning together, sales leaders can get better insights into productivity and the communication each rep has with their leads. Everything is logged automatically, so there’s no chance of reps forgetting to document something or an important message getting lost or deleted.

You can also see how many emails your team is sending each day, where those emails are going, whether they’re getting opened, and how long it takes for a sales rep to reply to inbound emails.

Fewer Errors

The level of accountability and accuracy increases when you connect your email with CRM. Rather than toggling between CRM and email, sales reps can take care of business from a single platform and not worry about missing out on tasks or activities.

More Productivity

As we mentioned earlier, sales reps only spend about a third of their time selling. A whopping 20% of their time is tied up in admin tasks. Imagine how much more they could sell if only they could spend more time talking with clients!

Automation and integration are critical in reducing the manual admin tasks that weigh down most salespeople. Salespeople would rather spend their time reaching out to prospects anyway, so the Outlook integration helps to free up some of their time each week and give them more time to sell.

Final Thoughts: Outlook Integration is a Major Win for LeadSquared Users

It’s no secret: Outlook integration with LeadSquared CRM is game-changing for sales organizations. Try it out for yourself with a free 15-day trial and enjoy a new level of productivity and transparency!

Ameyo has been a game-changing call center tool for companies to enhance the customer experience, but too many companies find they’re unable to leverage it to its fullest potential. There’s a lot of overlap between Ameyo and CRM, but neither can fully replace the other. This often leads to confusion among users as they choose how to record data, which can lead to missing or incomplete details and lost opportunities.

Ameyo Integration

That’s why LeadSquared has introduced the Ameyo integration that lets you harness the power of both platforms in a single solution. 

What is LeadSquared’s Ameyo Integration?

LeadSquared developed the Ameyo integration to bring CRM and call center help desk software into a single point of reference. Rather than having to go back and forth to locate data between the two platforms, users can see critical customer interactions in the same place to develop deeper insights, increase responsiveness, and provide a better experience to their customers.

How a company serves its customers is more critical than ever. More than 89% of companies admit to competing on customer service alone, ushering in a new layer of branding that can truly help a company stand out.

By using the Ameyo integration, companies can gain greater transparency and cohesiveness into every touchpoint with your customers and leads, and turn those insights into brand-boosting activities.

How it Works

LeadSquared and Ameyo are powerful on their own. But combined, the two become greater together than the sum of their parts. Here’s how they work in tandem to improve the customer experience:

ameyo integration

Two Platforms Become One

Rather than dealing with two different sets of data, the Ameyo integration allows you to embed LeadSquared into your Ameyo account. You can access lead information without having to go between systems, which can save time searching for important details.

Record Every Conversation

Recording conversations with customers and prospects has never been easier. Every conversation is documented automatically and accessible for easy reference in Ameyo and LeadSquared.

Distribute Leads with Ease

As calls come in, LeadSquared can distribute leads to the appropriate sales or customer service rep. You can set up rules in LeadSquared so that callers can connect with the person best positioned to serve them without getting the runaround.

Document Call Activities

Inbound calls, outbound calls, missed calls, and even voice mails are automatically documented in LeadSquared and Ameyo. This helps you get a data-rich record of all call activity to see where, when, and how you’re moving the needle.

Create Tasks and Reminders

As new leads enter your radar, you can set up LeadSquared and Ameyo to automatically create tasks so that no details go overlooked. For example, set up call reminders, follow up tasks, and other opportunities to stay connected to your callers. You worked hard enough to get the phone to ring, so don’t keep your callers waiting.

Benefits of the Integrating Ameyo with CRM

After you integrate Ameyo with LeadSquared, you can get straight to work in crafting a more comprehensive customer journey. Here are some of the most common benefits you can expect:

A Better Customer Experience

In today’s competitive business world, customer experiences are worth their weight in gold. Studies have found that 64% of people say their experience carries more value to them than the price of a product. With greater transparency into your customer interactions, you gain data-driven insights into where you’re leaving gaps in your service.

Higher Level of Productivity

When customer service reps and sales teams don’t have to spend time going back and forth between systems, doing double data entry, and locating information, they can be more proactive in serving your customers. Everything you need to serve your customers is front and center to allow you to respond quickly, efficiently, and accurately.

A Positive Company Image

Customers take notice when a company treats them well. In fact, 7 out of 10 consumers have admitted they spend more with companies that gave them great service. Even better, this extra spending amounts to about $823 million over the course of three years for companies with at least $1 billion in revenue. Even if your revenue is nowhere near this number, it’s easy to see how your profit can get a boost when you give your customers an experience worth paying for.

Final Thoughts

LeadSquared is a comprehensive CRM solution that’s made even more potent with Ameyo and other integrations. Take us for a free 15-day test drive and discover a better way to connect with your customers!

Manage your Insurance Sales & Operations Digitally [Download Now]

If your daily work involves selling life insurance policies to people, you already know the insurance industry is one of the toughest industries to operate within. Especially in an ecosystem like India that is considered a late adopter of technology. Evidence of this is in the fact that the vast majority of Indians are uninsured. The total insurance penetration in India standing at just 3.49%, according to the 2018 Economic Survey. Of that amount, 2.72% can be attributed to life insurance. However, the India Brand Equity Foundation (IBEF) reports that the life insurance industry will grow by 12% — 15% annually over the next five years.

This marks good news for agents and marketers of life insurance policies. But, while there is light at the end of the tunnel, there’s still a lot of digging required. In this case, it refers to automation.

Selling Life Insurance Is Really Hard Because…

There are a number of difficulties facing life insurance brokers and it is not so rare to find a lot of professionals switching teams later in their career. With this in mind, here are specific reasons why it’s become really difficult for you to hit those targets.

selling life insurance

Customers aren’t exactly thinking about their death

Getting new customers for life insurance policies is often like a long walk in the desert. And that’s more psychological than anything else. Because let’s face it, not everyone is going about thinking about the aftermath of their deaths. Especially when they belong to a certain income bracket.

While they may jump at other insurance policies like health insurance, vehicle insurance, house insurance, they may take a minute longer to consider your life insurance offer. This is why your sales team has to be top-of-mind, something that won’t happen without automation.

You’ve got a tardy acquisition process 

There’s a lot of traditional technology involved with lots of insurance companies, which you can mostly attribute to the regulations that abound in the industry. However, this is no excuse for lack of innovation, especially in the area of customer acquisition. 

Some agents rely on the stressful — and sometimes redundant — strategy of cold-calling and house visitations. This is not to discard the effectiveness of these marketing methods but to stress the fact that it can be almost useless when it isn’t backed by technology. You also need to stop and consider the likelihood that your competitor has probably reached out too. So, what do you do differently? How do you get ahead?

On the other hand, life insurers who adopt online acquisition models often experience certain shortcomings. For example, customer experience becoming relatively impersonal and generic. 

A lack of automation

Feeding off the last point, an automated CRM software can be the final cog in your wheel. It provides you with a holistic path to executing your sales strategy. A lack of it thereof means lower policy sales and renewals. It also deprives your sales team the opportunity to fully engage prospects, upsell, and cross-sell via automated and personalized communication.

An Integrated CRM Solution Is The Way Forward

Of India’s 57 insurance companies, 24 of them are focused on life insurance. This means there’s a lot of competition for customers who are already hard to get. Adopting a fully automated insurance software will help make selling life insurance a lot easier.

selling life insurance

Get leads from different channels

An automated insurance CRM software allows you to capture leads from both online and offline channels for access in one place. These include your regular insurance aggregators like PolicyBazaar and MyInsuranceClub. You can also harness policy inquiries from prospects on your digital assets like website, blog, social media channels, and PPC campaigns.

With this, you have an idea of where your leads are coming from. You also know the ideal rules of engagement, and what strategy is best for following up to ultimately close the prospect.

Also read: how to find exclusive life insurance leads?

Assign leads to relevant departments automatically

As your prospects pass through your digital acquisition funnel, it is only ideal to adopt an automatic means of distributing leads. For one, it helps to avoid ambiguity and foster clarity of tasks, such that you can save ample time in reaching out to prospects. 

On the other hand, you can reduce the communication gap between insurance agents and the prospect as everyone knows who they’re responsible for. According to the EY Global Consumer Insurance Survey, 44% of customers had no interactions with their insurers in 18 months.

(Source: https://www.ey.com/Publication/vwLUAssets/EY-the-EY-global-consumer-insurance-survey-2014/$FILE/EY-the-EY-global-consumer-insurance-survey-2014.pdf)

Track customer activity in real-time

An ideal insurance CRM software enables you to integrate with important marketing and sales tools such as Google Adwords, Facebook, IVR tools, etc. From the moment a prospect lands on any of your digital assets, you’re able to track their other activities. A 360-degree view of some sorts. As a result, beyond providing your insurance salespeople with contextual information about your leads, you’re also able to give them live-action details.

For instance, you can notify agents when leads visit certain pages on your website. For example, when they click a link to the FAQ section of your Life Insurance web page. You get a faint idea that they’re definitely interested in the specifics of your life insurance policies, perhaps in comparison with your competitor(s). Simultaneously, you can assign the next task to the concerned agent, so that the process can remain hot.

Up-sell and Cross-sell

There’s a really great chance that your insurance company does more than sell life insurance policies. So, why not kill two birds with one stone by cross-selling or up-selling your products. Someone who just bought a life insurance policy could also be interested in getting a health policy. With an automated platform, you can achieve this. Since you already have all their details and transaction history in one place.

Digital Insurance

It’s only hard when it isn’t automated

Automation, as with a lot of things, is proving a lifeline for many businesses. The same goes for the insurance industry. It is the fastest, if not the only way insurance companies can penetrate this market. Adopting an automated insurance CRM and sales execution platform ensures that you’re staying ahead of the competition.

In this vein, what you need to get started isn’t far away. Leadsquared’s robust insurance tool offers you all the features required for turning your life insurance policy sales around, from bespoke customizations to third-party integrations with your most important business tools. You can enjoy the platform’s powerful features for 15 days at zero cost here.