Simple and Automated Commission Tracking Matters for Insurance Brokers and Agencies Commission tracking for insurance brokers and agency owners must be simple, accurate, and flexible enough to handle diverse carrier commission structures and policy calculation methods. The reconciliation process is critical. It determines how and
Running a small or medium-sized business (SMB) can be both exciting and overwhelming. Getting customers is the number one priority for any entrepreneur, and now with the power of artificial intelligence (AI), you can reach your sales goals and still have time at the end
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Every day, consumers are flooded with ads, emails, and notifications. For businesses, this creates a critical challenge: How do you capture your target audience’s attention and keep them engaged? The answer lies in hyper-personalization, a strategy that uses AI, data analysis, and business intelligence to
Finding the right data in Dynamics 365 Sales just got easier with Natual Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve records using simple, conversational queries—no complex filtering required! With Natural Language Search, you can quickly refine
The internet is loud — especially for a small or medium-sized business (SMB). And, if you’re a small ecommerce business competing with large enterprises, you’ll face plenty of David vs. Goliath moments. However, there’s space for everyone; commerce business owners expect online purchases to drive
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics 365 does not provide out-of-the-box fields for tracking the Last Activity Date or the Next Activity
As marketers, we know that personalization isn’t a “nice to have” anymore. It’s a must. But even with new technology tools that promise to help better personalize campaigns, marketers are struggling to get it right. According to Salesforce’s 9th State of Marketing report, only 32%
Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining can be simply described as analyzing processes using event log data. Process mining is a powerful
Is there anything more frustrating than typing a query into the search bar of a company’s website, only to get an irrelevant response or, worse, no result at all? It shouldn’t be that hard. That’s why Salesforce is experimenting with Agentforce, the digital labor platform,
