PlusWinner

Easily share resources and information with other team members, manage relationships with partners, vendors, and organizations, and create a community of loyal customers with just one software. A CRM software can prevent this by : Managing individual deals on the pipeline entourage reminders and alerts for deadlines Categorizing leads and opportunities based on value, length in the pipeline, and other relevant rubrics Tracking service ticket history Producing reports on production and using those to accurately forecast sales Storing virtual receipts from vendors, shoppers, and organizations, as well as track other forms of interaction Tracking inventory and production schedules Insurance Juggling different accounts is a bane for most insurance reps. With a CRM software, insurance companies can be smarter in managing customer information, converting these into insightful decisions and helpful solutions. Whether you ’re working solo or have a small team, a CRM can help you improve the wa...

The data contained in your business system has always been a precious asset. We’re now in a time when changes in the way business is conducted mean that this data must be combined with other sources to make it more useful — driving new insights, automating transactions and creating net new business models. In short, we have the buzzword that launched a thousand worries: digital transformation. I work with many organizations leading the charge toward digital transformation and note that each of their business models relies heavily not just on their own proprietary data held in their system of record, but also data from third-party sources, connected devices and their vendors’ and customers’ systems. For example, startup Understory is combining data from the internet of things (IoT) and artificial intelligence (AI) to create new intelligence offerings for critical sectors in sectors including insurance and government. Even further, household names like Uber depend on real-time geolocatio...