UBlog

Customer Intelligence and Your CRM

Are you using a customer relationship management, or CRM, platform? Are you gathering customer intelligence, often called CI? Do you have a customer relationship strategy, sometimes known as a CRS? If you’re starting to get lost with all the abbreviations, don’t panic! Today, we’re going to break do...

Take control of your inbox! Don't let email take over your workday

These days, your business practically lives in your email inbox. But as key as email is, it can also kill your productivity if you let it. Here are three ways to keep on top of email without letting it consume your day.Set boundaries. Let’s be honest: A quick check of your inbox will often resu...

8 keys to success in business—and in life!

Start the day early. Get things done without interruption. Respond to emails. Do your to-do list, beginning with what you need to accomplish the first two or three hours of the day. Throw in some exercise. Time block the day. Set aside time for research, contacting clients and prosp...

4 Ways Mega-Producing LOs Use the Phone

Ever wonder which calls big producers choose to make? You know how busy they are, so who do they call and how do they remember? Here are 4 ways mega producers use the phone. (The secret is, they use “Call Settings” in the Media Center!)1. They call their customers after closing. Top producers d...

Simple ways to attract strong leads by growing your network of business partners

Not every lead comes straight to you out of the ether — sometimes the strongest leads come via recommendation. That’s why having business partners is so important. But how do you build those relationships? These days, you can Google someone’s name and be in touch with them in minutes. The inter...