If it isn’t in the CRM, it didn’t happen. The Harsh Truth About CRMs Let’s get real: your CRM is only as good as the notes you put in it. No notes? No history. No history? No context. No context? You just fumbled the client relationship you worked so hard to build. Whether you’re a …
CRM is Useless Without Notes: How to Automate Data Entry Read More »
Make every call count—without typing another line of notes. If you’ve ever wrapped a great client call only to spend the next five minutes typing notes into Zoho CRM, you know the hidden cost of manual data entry. Now multiply that by your whole team. That’s hours per week lost to admin—and it’s exactly what …
Supercharging Zoho CRM with Voipcom AI: Smarter Call Notes, Better Client Relationships Read More »
Post Call Vibes: How Voipcom AI Is Changing the Game for Health Insurance Brokers Picture this: You’ve just wrapped a 27-minute call with a Medicare prospect named Susan. You walked her through Advantage plans, answered questions about her late enrollment penalty, and reassured her that yes — she can keep her preferred doctor. Now comes …
Post Call Vibes: How Voipcom AI Is Changing the Game for Health Insurance Brokers Read More »
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