Blog

In our last article of the year, we have an important message for sales teams. And a number: 4,070,340.

HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.

The Sage Sales Management 5500 mobile app is Uber for retirement plan prospecting.

MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.

Via HubSpot and Zapier you can easily create your form and stick it to Sage Sales Management, to skip the process of inserting manually those leads into the CRM.

When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.

There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.

How are you currently tracking retirement plan leads and opportunities?

Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.  

Sage Sales Management 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM

One of the most important aspects for any business transitioning to remote work is ensuring that all data remains safe and secure.

At ForceManager, we are very proud of how our talent has led to the change caused by the current situation and has managed to adapt and give their best. What objective do we have?

It’s time to put theory into practice with this updated, 4-step sales strategy execution guide for sales managers and directors.

This B2B sales strategy provides an in-depth understanding of a customer’s business, enabling sales teams to align solutions with actual needs.

Follow this 5-step template to develop the perfect sales strategy plan for your business and significantly boost your team’s revenue.