Recent Posts

6 min read
Bancassurance - Mar 25, 2021

What are the benefits of using lead management for a salesperson's existing clients?

A key component of lead management is lead assignment. This is making sure that the most suited salesperson* is assigned to look after the lead.But if the sales opportunity is already assigned to...
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5 min read
Managing Leads - Mar 18, 2021

Classic Lead Management Bottlenecks

Do you ever feel like leads that you generate and provide for your sales teams fall through the cracks? Almost every lead management process has its bottlenecks and inefficiencies, and it can be...
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8 min read
Bancassurance - Mar 12, 2021

Expert Round-Up - Bancassurance - How to Handle Reductions in Walk-In Traffic

Our Round-Up series is based on collecting and collating insight from industry experts on how to solve industry problems. We have asked a panel of Bancassurance Experts* for ways to address...
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