Looking for efficient and user-friendly sales software? Improve your agents’ workflow and productivity with these five best sales apps.
It seems that every day new sales software apps launch, creating additional choices and analyses for insurance sales managers. Many times managers delay software upgrades or migrations because they just don’t have the time to learn something new. In addition, there’s also the time it takes to train your agents on the new software. Unfortunately, this apprehension makes sales managers miss out on functionality that could multiply their sales revenue many times over.
Before losing sleep with analysis paralysis, take a moment to think about what your current sales processes look like. What are the opportunities for improvement? Where are your pain points as an agency? How can you leverage the best sales apps to improve efficiencies and sales numbers? Running the gamut from customer relationship management software to accounting tools, here is a list of five of the best sales apps and how they can help your business grow.
1. Blitz
Not all customer relationship management (CRM) software is created equal. Enter, Blitz. Blitz is a cloud-based CRM that caters to small and mid-size businesses. Ideal for the insurance industry, you can tailor Blitz to fit your agency’s needs, making it one of the best sales apps out there. Take advantage of Blitz’s marketing solutions and implement automated drip email campaigns. The companion mobile app lets you access your sales, contacts, and other client information on the go.
2. DocuSign
The silent hero to the business community, DocuSign has been around for nearly two decades and has changed the way we do business. Gone are the days of wet signatures and needing to wait on a courier service to deliver and return signed documents. DocuSign’s simple interface, easy-to-navigate back-end, and ubiquitous presence make it a no-brainer for use in the insurance sales industry. With a companion mobile app, this software can be used anywhere with a mobile or WIFI signal.
3. Slack
For insurance sales managers attempting to corral and connect a team of agents, one of the best sales apps to use is Slack. Slack takes the efficiency of an instant message and chatroom and weds it with seamless integrations to software like Blitz (see above), Google Analytics, Trello, Gmail, Outlook, and many more. Slack is useful for keeping sales teams organized and making sure everyone is on the same page no matter if they’re working from home or the office. With the Slack mobile app, transparent communication on the go is easy to achieve.
4. Call Logic
Another one of the best sales apps available for the insurance industry is Call Logic. Call Logic is a cloud-based auto-dialer software that allows salespeople to make more efficient use of their telephone time. Agents can triple their outbound call numbers and streamline their sales process. The software also features the ability to record calls for training purposes, call scripting, and performance management just to name a few.
If you’re looking to automate your sales follow-up process, Call Logic is the solution for you. With a free trial period, there’s little risk in testing it out to see if it’s right for your agency. Call Logic integrates well with other apps like Blitz and Google Calendar.
5. Expensify
You may not initially seek accounting software when you search for the best sales apps, but take a second look at Expensify. Expensify is robust enough to work with larger corporations as well as small to mid-sized businesses. Though there’s a slight learning curve when you’re setting it up, you can tailor the software to fit your needs.
With mobile apps available for Android and iOS, snapping a photo of a receipt and uploading it for reimbursement couldn’t be easier. Expensify integrates with other accounting and finance software like QuickBooks, Oracle/Netsuite. It also works with human resource software like Gusto and Workday. With countless other integrations available for receipts, travel, and enterprise resource planning (ERP), Expensify is an excellent tool for the insurance sales industry.
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