Sales Leadership

Summary of cross-selling opportunities in insurance with CRM In 2025, insurance professionals are turning to CRM platforms to unlock powerful cross-selling opportunities that grow revenue, improve...

Lead management system for insurance: quick overview A lead management system (LMS) helps insurance agents capture, organize, and convert leads more efficiently. In 2025, tools like Maximizer will...

Best CRM for Insurance Brokers: Quick Overview A CRM (Customer Relationship Management) system is crucial for Canadian insurance brokers, helping them manage client relationships, track policies,...

CRM Analytics summary CRM analytics has become essential for financial services firms seeking to improve client insight, ensure regulatory compliance, and drive sustainable growth. From centralized...

Client segmentation key points: Client segmentation in financial services involves grouping clients by shared goals, behaviours, or financial needs to deliver more personalized service and improve...

Connect more meaningfully with prospects using a personalized omnichannel strategy that boosts buyer engagement and drives better win rates.

Best CRM for insurance agents: quick overview A CRM (Customer Relationship Management) system helps insurance agents manage leads, clients, and policy renewals more efficiently. With the right CRM,...

CRM for asset managers: quick overview A CRM (Customer Relationship Management) system helps asset managers organize client data, automate workflows, and track portfolio performance more...

What is Customer Relationship Management (CRM)? Definition of CRM At its core, customer relationship management (CRM) is a business strategy supported by technology that helps organizations manage...

Quick Overview: Sales leadership is the driving force behind high-performing teams and long-term business success. More than just managing day-to-day operations, effective sales leaders inspire,...

Sales burnout: quick overview Sales burnout is a state of mental, emotional, and physical exhaustion caused by high-pressure sales environments. It leads to reduced motivation, job stress, and lower...

Use personalized communication, creative tools and human-centric approaches to help your teams build trust, rapport, and stronger relationships with prospects.

How to Build a Winning Sales Pipeline Building a winning sales pipeline involves creating a structured process that guides prospects from initial contact to becoming loyal customers. A well-defined...

Stronger customer relationships drive success in manufacturing. Discover how to use CRM to personalize engagement, optimize sales, and leverage AI-powered insights to improve responsiveness, build trust, and maximize long-term value.

Transform your leadership from reactive to proactive; use leading indicators to meet your sales goals, align your teams, and solve problems early.

Quick Overview: Remote Sales Team A remote sales team comprises sales professionals operating from various locations, rather than a centralized office. With advancements in technology and a shift...

Learn how CRM can shorten sales cycles and improve workflows for manufacturing sales teams.

Transform sales communications with PVC (Personalization, Value, Call-To-Action) for higher engagement, stronger client relationships, and faster deals.

What is sales coaching? Quick overview Sales coaching is the process of guiding sales representatives to improve their skills, performance, and results through personalized strategies and...

What are the different sales leadership styles? Sales leadership styles significantly influence how teams perform, stay motivated, and achieve goals. Here are ten of the most impactful sales...

What are ways to motivate a sales team? Build trust: Building a foundation of trust is essential to fostering a productive and motivated sales team. Encourage transparency, listen to feedback, and...

What skills should a sales leader have? Strategic thinking: Plan and execute long-term goals aligned with market trends and team capabilities. Giving feedback: Provide specific, actionable guidance...

What traits do successful sales leaders have? Sales leaders drive teams to success, build client relationships, and ensure revenue growth. The best leaders combine skills, traits, and qualities that...

The challenger sales methodology: a brief overview The Challenger Sales methodology, developed by Matthew Dixon and Brent Adamson, involves challenging a customer's beliefs and presenting a product...