Jumpstart your career or get ahead by developing these financial advisor manager skills. Working in the financial industry usually means that you are good at math and have strong financial knowledge. But those aren’t the only skills that you need to develop to...

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It’s easy to become your own worst enemy in a field as competitive as sales. Learn to identify and overcome self-sabotaging syndrome for a more satisfying sales career. By nature, salespeople tend to be relatively thick-skinned. You’d have to be,...

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It takes time to close a deal sometimes.  Here are some tips to make your sales lead follow up more effective. Lead nurturing can take time.  Depending on your industry and target consumer, sometimes the sales cycles it can be weeks, other times it can take years. ...

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Lead Log Info Box Template The Lead Log info box can now be customized to include any information from the Lead Details tab. This box is meant to provide a quick view of a contact’s important information without having to navigate to the details tab. To customize the...

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Why Blitz Software’s Automated Sales and Marketing Follow-up Increases Sales – Podcast Recently, Archie Heinl – Founder and President of Blitz – was a special guest on CRMRadio.today. During the recorded podcast, Archie discussed how Blitz works to...

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Below are instructions for integrating Real-Comp with Blitz, which allows them to send a list of quoted leads directly to Blitz. The integration must be enabled prior to transferring the leads.   Configure Real-Comp in Blitz: Using the menu, go to Administration...

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