📈 Every organization is faced with the challenge of growth, and one of the factors that impacts growth is operational efficiency. Agent Equity Group faced similar challenges and needed a solution that was purpose-built for their industry and that would position them to scale appropriately. Since their migration from Salesforce to AgencyBloc’s AMS platform six years ago, the company has achieved over $50K in efficiency gains annually and a consistent 40% growth trajectory year-over-year. Read more about what Brian Platte, President & Founder at Agent Equity, has to say about leveling up with AgencyBloc ⤵️ 📰 https://bit.ly/4bqUSwv #agencybloc #insurtech #insurancefmo #testimonial
AgencyBloc’s Post
More Relevant Posts
-
“Integrations with 3rd party applications make Altvia a no brainer.” https://hubs.la/Q02HHrVw0 Are you struggling to connect the different systems across your firm? Purpose-built on Salesforce for alternative asset managers, Altvia can seamlessly connect to all applications featured on the AppExchange, making us a no-brainer to partner with. ✔️ Connect real-time data from your favorite sources into one view for faster insights. ✔️ Unify and extract data automatically from multiple sources to eliminate human error. Interested in learning more? Talk to us today ➡️ https://hubs.la/Q02HHwxx0 #altvia #integrations #salesforce #appexchange #privateequity
To view or add a comment, sign in
-
This news is exhilarating, but above all, I feel immense pride. Pride for every individual, both past and present, who has contributed to our journey. While I recognize that our path may mirror the experiences of many successful Salesforce partners within the Salesforce ecosystem, my admiration for our team and our achievements is unparalleled. The Orion adventure has been shaped by numerous individuals whose successes and insights have forged the organization we are today—an efficient, solution-oriented, resilient, and customer-first team. Yacov Wrocherinsky, I cannot express my gratitude enough for your partnership. Your unwavering dedication, support, and confidence have been invaluable. Your commitment not only strengthens our endeavors but also inspires a deep sense of trust and collaboration. Thank you for being an exceptional partner and for all that you bring to our shared journey. Salesforce has been an essential partner, and this investment signifies more than just financial support—it's a form of recognition. Being acknowledged by an organization like Salesforce is truly an honor. From our initial entry into the ecosystem and receiving our "Salesforce Partner" logo, the Salesforce team has been exceptionally welcoming. Beyond providing the leading platform in the market, Salesforce actively fosters an inclusive atmosphere that nurtures innovation among its customers, employees, and partners. We are deeply grateful for this significant honor! There is no finish line! Now let's look to the future! #consumergoods #hightech #privateequity #salesforce #orionglobalsolutions #salesforceai #hiringnow
We are proud to announce that Orion has secured investment from Salesforce Ventures! This strategic partnership is a new chapter of innovation and growth for us. Together, we're embarking on a journey that will enable us to grow in ways that further empower our clients and foster continued innovation. As we celebrate this significant milestone, we're excited about the boundless potential that lies ahead and are looking forward to achieving even greater success in 2024 and beyond! We are growing our team with the best people in the industry and have openings in our Sales, Marketing, and Salesforce Technical Teams! If interested, reach out to us: [email protected] #Growth #SPM #PrivateEquity #NetZeroCloud #SalesforceVentures #Salesforce #SalesforcePartner #ConsumerGoods #FinTech #HighTech #HealthTech https://lnkd.in/ggBJ4zB4
To view or add a comment, sign in
-
Don’t make costly GTM mistakes. WealthTech and Technology companies alike cannot afford mistakes when it comes to GTM. Mistakes and mishaps create long and costly delays, and the disrupted workflows will slow revenue productivity. Learn how to overcome these potential challenges and consider partnering with a GTM expert like SDR Systems Group for a modernized approach. calendly.com/dmcclean https://lnkd.in/e2MetHZg #revenue #GTM #delays
To view or add a comment, sign in
-
Don’t make costly GTM mistakes. WealthTech and Technology companies alike cannot afford mistakes when it comes to GTM. Mistakes and mishaps create long and costly delays, and the disrupted workflows will slow revenue productivity. Learn how to overcome these potential challenges and consider partnering with a GTM expert like SDR Systems Group for a modernized approach. calendly.com/dmcclean https://lnkd.in/e2MetHZg #revenue #GTM #Delays
To view or add a comment, sign in
-
For each transformative phase, GROW Powerful brings the distinction of a Fractional CMO, ensuring your path is both strategic and profit-driven. Read more 👉 https://lttr.ai/ATEbU #venturecapital #B2Btech #Growthstrategy #Fractionalcmo #cmo #marketingleadership #fractionalcmo
To view or add a comment, sign in
-
Feeling overwhelmed by the daily grind of endless paperwork and repetitive tasks? 📑 It's time to refocus on what truly matters. At Nexr, we lighten your load with our state-of-the-art automated systems, meticulously refining every detail to free up your time for strategic initiatives that propel your business forward. No matter the size of your real estate operations, Nexr’s solutions are tailored to meet your specific needs. We optimise everything from lead generation to client communication, providing seamless support designed specifically for the real estate industry. 🟣 Leverage Nexr’s automation to transform your business efficiency and enhance your operational effectiveness. #NexrHub #RealEstateExcellence #PropTech #RealEstateGrowth #RealEstateTraining #RealEstateCoaching
To view or add a comment, sign in
-
Navigating complex business challenges? Our #fractional executives will bring their wealth of knowledge and experience to help your #business thrive. From #consultations to tailored #tech implementations and more, here’s what you can expect from adding a specialist at Promantus Inc to your team. https://bit.ly/46TJZD1 #fractionalexecutives #fractionalcsuite #businessgrowth #wearepromantus
Recruit an Outsourced Expert for In-house Solutions
To view or add a comment, sign in
-
🔊 Listen to Aaron Dungca, Customer Success and Implementations Leader at Rebuy Engine, share how Momentum.io has reshaped their sales game. Rebuy Engine has experienced a surge in visibility and built a seamless connection between Salesforce and Slack—supercharging teamwork and efficiency. Aaron notes, “With Momentum we now can skip what were manual steps for CRM Hygiene, and also set up automation triggers that prompt the right person at the right time.” With AI-driven call summaries and automated MEDDIC features, Rebuy Engine has streamlined decision-making and saved valuable time. For a fast-moving startup, every moment saved is crucial. The results? 👥 10-30% boost in productivity 📈 $30,000 in added value ✅ 50% improvement in data hygiene Discover how Momentum.io can help you elevate your operations and drive success. #CustomerSuccess #DataHygiene #Sales #SlackIntegration #Momentum
To view or add a comment, sign in
-
Why start from scratch when you can launch faster with our pre-built solutions? Save time, cut costs, and get to market quicker! Let's build something amazing together. Visit www.valueans.com to get started. #TechInnovation #SoftwareDevelopment #LaunchFaster #SaveTime #CutCosts #Valueans #ProvenSolutions #TechEfficiency #DevelopmentTools #StartupGrowth
To view or add a comment, sign in
-
Why RevTech Integration is Essential for Business Success In today’s competitive landscape, the integration of Revenue Technology (RevTech) has become paramount for businesses aiming to achieve sustainable growth and operational excellence. This blog explores the crucial reasons why RevTech integration is essential and how it contributes to overall business success. https://lnkd.in/d6BuezeY #RevTech #news #integration #business #blog #growth #business #RevTech #BusinessSuccess #RevenueTechnology #DataDrivenDecisions #CustomerExperience
Why RevTech Integration is Essential for Business Success
https://www.revtechnewsroom.com
To view or add a comment, sign in
4,073 followers
Founder of RetireFlo
3moBrian rocks!!