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  • Productarrow
    NEW FEATURE!

    Custom reports are here!

    Build sales reports your way and turn CRM data into clear, actionable insights.

    Read more
    Custom reports are here!

    Features

    • Sales process

      Sales process

    • Email and communications

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    • Custom reports

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    Industry solutions

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    How to design a sales process?

    Learn how to build your sales process in a day on our 90-min free webinar.

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[wd_asp id=9]
Graham Richardson

Blog » Graham Richardson

Articles written by:

Graham Richardson

Helping teams across a range of industries organise their sales processes, get more from their pipeline & to #SellSmarter.

A sales professional with over 14 years’ experience. CRM & SaaS enthusiast, always happy to share his knowledge & insights, Graham is a regular contributor to industry publications and blogs.

4 articles

  • How CRM Helps Insurance Brokers Improve Business Performance
    • business development
    • crm
    • tools

    How CRM Helps Insurance Brokers Improve Business Performance

    A sales-focused CRM can help improve business performance for insurance brokers. It helps with prospecting, data quality, renewal rates, measuring effectiveness and many more.
    • business development

    6 Challenges Facing Insurance Brokers & How to Overcome Them

    As the insurance industry has evolved, so too have the challenges facing insurance brokers. From keeping up with technological advances to maintaining financial stability, through to managing changes in regulations and Brexit – today’s insurance broker faces a myriad of challenges.
  • Everything You Need to Know about Follow-Ups
    • for salespeople

    Everything You Need to Know about Follow-Ups

    Closing a deal can be a never-ending hustle and waiting game. First, you carry out your research in order to identify the prospects who have buying potential.  Then comes the cold outreach. You launch your campaign or send your pitch, happy in the knowledge of a job well done - but it but it doesn’t end here.  Your job finishes when you make a sale, and even then we should be following up and ensuring customer satisfaction. There is still a long way to go to…
  • DMS & CRM in the Automotive Industry – Do You Need Them Both?
    • tools

    DMS & CRM in the Automotive Industry – Do You Need Them Both?

    If you’re working in or around the automotive sector, you will have undoubtedly heard the acronym, DMS or Dealer Management System. 
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