Agents pointed at the CRM: lead routing, data hygiene, quote approvals and renewal alerts. Say which CRM you are on when you post, because most of the answers depend on it.
I said in a build session that I would post the numbers once we had eight weeks of them, so here they are. The problem was routing. Inbound leads landed in a queue, somebody worked the queue when they had a moment, and the median time from form fill to first human contact was 31…