We are introducing a new name and visual identity to continue offering the best AI-powered CRM for sales teams.

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