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Salesforce.com for Insurance
You know that coaching producers is different than managing traditional Sales Professionals. Then why would you choose a Partner that doesn't understand what you deal with on a daily basis? We focus specifically on deploying Salesforce.com within the Insurance Brokerage Industry. Lets work together to get this done in a way that allows everybone to win. Learn more.
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Technology Consulting
Buying technology is no longer about investing in a single application. Today's CIO's are making bets on which combinations of applications and platforms will deliver value for their business, while driving top line revenue, all at a lower cost of ownership. Let us leverage our experience and partnerships to help you navigate this ever changing landscape and make the right decisions today. Learn more.
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Data as an asset
How many companies can say they treat their data as an asset? Does yours? Today's service economy is driven by data. Let us help you leverage your data to drive top line revenue growth, target the right prospects, listen to your clients and reach the right influencers. Getting to a place where you can truly leverage your data can be a tough journey so let us help guide you.  Learn more.
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The 4 Quadrant Method
There are certain principals that must be executed successfully in order for an agency to grow and prosper. These are New Business, Cross-sell / Up-sell, Retention and Scalability. We have developed a framework that helps agencies design and implement Salesforce in such a way that it allows producers and management to succeed in all four areas. We call this framework The 4 Quadrant Method. Learn more.