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...and I love it! I am an agent in MA , selling primarily health insurance, and I got Gary's program, and wow, I am already ...


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Old 03-06-2008, 05:18 PM   #1
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I have tried Gary's CRM software....             Go to Top

...and I love it! I am an agent in MA, selling primarily health insurance, and I got Gary's program, and wow, I am already impressed. Every day before, I used to make around 75 to 100 cold calls and it would take at least all day - just sitting there in front of 411.com, calling a particular venue of contractors, and making notes about if I left a message or if they called back, etc. etc. All on my hand held phone.

Well I heard about this software on this forum, and called Gary, and he couldn't believe the old fashioned method of my madness!!! So, it was a stretch financially, but I was so ready to go to the next level. To sit for eight hours a day and cold call, and cold call, and cold call, with little results, just got old after a while.

Well, today, I put in my first hour and a half, (before I took a break), and the system dialed 100 phone calls, and I made two appointments, and one is almost an appmt. I even got several call backs from people who saw my number come up, but for some reason, I didn't press the right button and the message wasn't left. But that's okay, because when they called me back, they got my answering machine, which totally touts what I do. I got a headset, so the phone wasn't stuck to my ear, and that was great freedom. I didn't have to dial the numbers, nor write in my book about every single call, thus saving even more time. I make notes on the software, and that's great.

I am thrilled by this software, because already I am seeing results. And with a lot less effort and frustration. And, when a particular week is filled with appointments and I am missing phone time because I am on the road all week with appointments, (thus meaning the next week is full of no appointments!), well with this system, I can still squeeze in an hour or so, make 100 calls and get appointments set up for the following week. So that avoids the up and down cycle if you are solo, and have no one making continual calls while you are out on the road.

So, if you are wondering if you should do this, yes, absolutely. The productivity rate is already high for me, as compared to what it was, and that's due to the system, obviously, but also the data lists that I have gotten. Before I would spend hours calling on one group of contractors or another, and now, with the data list, i am calling several groups - so my variables have increased, and that affects production.

If you have any questions, feel free to ask!! I highly, highly recommend this software! And the data that goes with it. YES!!!
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Old 03-06-2008, 05:25 PM   #2
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Re: I have tried Gary's CRM software....             Go to Top

I'll take my $20 for recommending him to you, Gary! JK
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Old 03-06-2008, 05:32 PM   #3
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Re: I have tried Gary's CRM software....             Go to Top

Welcome to the club. I have over $20K hitting the books with about 12 hours logged in this week. If anyone else has a way to make over 4K in 12 hours call me and let me know.

I have an in-person meeting tomorrow from a dialer lead - family of 6 paying $800+ with Mega - wife with HBP but that's it.

I called to confirm today and the husband says "you're still coming out...right?" That commish alone is another $1,400+
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Old 03-06-2008, 07:44 PM   #4
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GP32765 on I have tried Gary's CRM software.... - Insurance Agent Forum
 
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Re: I have tried Gary's CRM software....             Go to Top

Kathy, Glad you like it. From our test we established that the data is critical. We us Dunn and BradStreet.( the best on the market) also at .04 per name very reasonable also. Yes the MCS CRM has really come along way and we are continuing to make improvements and have a lot of exciting new features that will be introduced this year!
Thanks for the feedback!
Gary
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Old 03-07-2008, 06:36 AM   #5
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Re: I have tried Gary's CRM software....             Go to Top

I'm going to ask a very basic question because I've never had the experience with phone lines other than personal and very small business. If I'm understanding it correctly when you use Gary's system you have to have 3 lines dialing in and out. Does that mean you have to have 3 different lines with 3 different numbers coming into your office or is that set up with a special telephone that turns one line into 3?
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Old 03-07-2008, 07:27 AM   #6
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Re: I have tried Gary's CRM software....             Go to Top

Nope, all you need is one phone line with unlimited long distance. You call into a phone number to log-in and then the system makes the calls with three phone lines from another location (Georgia?). However, you set what number shows up on the caller ID.
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Old 03-07-2008, 11:26 AM   #7
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Re: I have tried Gary's CRM software....             Go to Top

Can that one line be a VOIP line?

Tom
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Old 03-08-2008, 03:14 PM   #8
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Re: I have tried Gary's CRM software....             Go to Top

Is there any setup fee? Any per minute fee?

Can I use more than 3 outbound lined at once ?

Any trial or contracts?


I a really looking for a remote 10 line dialer.

Thanks.
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Old 03-09-2008, 08:34 AM   #9
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Re: I have tried Gary's CRM software....             Go to Top

I am not sure about the set up fee, but I know it's a one time monthly fee for leasing it. There is no other fees, other than the data you recieve, either leads or data sheets. there is no fee per call, and there are three outbound calls going at once. Gary will do a trial for you, and there is no contracts, you use it for the month and if you want to use it again, it will take it from your account, if you don't, just let him know. You can call Gary and ask about the set up fee.
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Old 03-09-2008, 08:36 AM   #10
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Re: I have tried Gary's CRM software....             Go to Top

P.S. When you call Gary, he is wonderful to work with, and i have to add that his customer service department was so far superior, you don't get that kind of service today! They called me several times after installation to see how I was doing, and Gary has also followed up with me. I have heard stories of other software products that are on the market now and the customer service is so bad, people cancel on the programs. This is certainly not the case with Gary's. So call him, he is more than willing to answer any questions or help you.
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Old 03-09-2008, 07:07 PM   #11
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Re: I have tried Gary's CRM software....             Go to Top

Originally Posted by GP32765 View Post
Kathy, Glad you like it. From our test we established that the data is critical. We us Dunn and BradStreet.( the best on the market) also at .04 per name very reasonable also. Yes the MCS CRM has really come along way and we are continuing to make improvements and have a lot of exciting new features that will be introduced this year!
Originally Posted by GP32765 View Post
Thanks for the feedback!
Gary


Gary:

Dunn and BradStreet is GOOD data, however it’s limited. I am licensed to resell their data, and it’s a GOOD base, however the value comes in when you lay it over various other files and get further information and demographic isolation.

For example we have phone verified survey data which when compiled against D&B and white pages data becomes valuable.

I’d be interested in working with you to bring you a list to compare against D&B dialer data for ‘closure percentage’!

Best of luck in your future work and congratulations on your current success, dialing is a GREAT way to build a business!
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Old 03-09-2008, 11:05 PM   #12
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Re: I have tried Gary's CRM software....             Go to Top

Hello everybody,
I have some questions about the system :
1/dose it comply with the don't call list?
2/i sell final expenses and life..dose it work for life and final expenses?
3/how much is the set up fee ?
If any body got any answer please let me know ...
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Old 03-09-2008, 11:08 PM   #13
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Re: I have tried Gary's CRM software....             Go to Top

Isn't anyone gonna answer nobody here? Where is everybody?
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Old 03-10-2008, 07:58 AM   #14
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CHUMPS FROM OXFORD on I have tried Gary's CRM software.... - Insurance Agent Forum
 
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Re: I have tried Gary's CRM software....             Go to Top

OK. I'll answer those questions.

Gary's system uses a new technology called UDC (Unlimited Digital Connection). That way, it can use up to 20 outgoing lines with a single connection. The system dials phone numbers at a rate of 8 per second and has the ability to recognize "bad" phone numbers instantaneously.

With this technology, it can actually call a number, and before the customer reaches the phone, erase the Caller ID if another output line is used.

A line can be a VOIP line, but it must be manually coded with an analog decloaking device. They are available for about $20 from Radio Shack.

I have never used Gary's device and I am not all familiar with it. Therefore, the contents of this post are completely fictitious. I truly apologize for any harm that I may have inflicted.
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Old 03-10-2008, 09:57 AM   #15
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Re: I have tried Gary's CRM software....             Go to Top

Chumps, upon reading your answer to the questions posed on this thread, I am wondering if you may be suffering from cabin fever. You guys are really getting walloped in beautiful Ohio.
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Old 03-10-2008, 10:45 AM   #16
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Re: I have tried Gary's CRM software....             Go to Top

I think someone else mentioned that. And that may be true. Unexplainedly, I found myself nibbling my arm off last night.
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Old 03-10-2008, 12:55 PM   #17
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Re: I have tried Gary's CRM software....             Go to Top

Unexplainedly, I found myself nibbling my arm off last night.
That is a waiver.

I guess what I am confused about is I have a "assistant" who dials (does not quote or sell) , then transfers the call (internally) to an agent. Is it possible for this system to work in such manner or would the agent themselves have to be the one doing the dialing?


Thanks again
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Old 03-10-2008, 01:17 PM   #18
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Re: I have tried Gary's CRM software....             Go to Top

hello everybody,
I have some questions about the system :
1/dose it comply with the don't call list?
2/i sell final expenses and life..dose it work for life and final expenses?
3/how much is the set up fee ?
If any body got any answer please let me know ...


1. If your list entering the system complies, it will comply.
2. Do you currently telemarket for life and final expense? Does it work for you now? All this system does is help you telemarket faster. If dialing for dollars works for you now, this system will work. If not, it won't.
3. I'd call Gary, I don't believe there is a fee, but I'm not positive.
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Old 03-10-2008, 05:13 PM   #19
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Re: I have tried Gary's CRM software....             Go to Top

Look to the possible future. Every agent on the planet PLUS every other service business (and maybe non-service business) gets a system like Gary's. That means everyone's business line rings non-stop such that the small business... can't do business.

There will be overwhelming support for a biz DNC list... and I'd be the first to sign it if I were getting four dozen "Gary's system" calls a day.

Remember when we all used to get 50 junk faxes a day? Remember when we got call after call during dinner time at home? What as the result of that?

Al
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Old 03-10-2008, 05:17 PM   #20
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Re: I have tried Gary's CRM software....             Go to Top

Originally Posted by al3 View Post
Look to the possible future. Every agent on the planet PLUS every other service business (and maybe non-service business) gets a system like Gary's. That means everyone's business line rings non-stop such that the small business... can't do business.

There will be overwhelming support for a biz DNC list... and I'd be the first to sign it if I were getting four dozen "Gary's system" calls a day.

Remember when we all used to get 50 junk faxes a day? Remember when we got call after call during dinner time at home? What as the result of that?

Al
Al, why don't you come ut with a service so that we can all rip on your idea. Atleast these systems work.
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