The Wedge Group  Why Do Some Producers Fight Agency-Wide Pipeline and Prospect Management Systems? 

When Agency pipeline tools are used like a knife to cut the heart out of a producer, they resist. The antithesis of that is when the pipeline tools are used like butter to grease the skids of producer success, with better planning and sharing of competitive intelligence. Most pipeline tools, it seems, were created by technology guys for a generic audience rather than made just for agencies to drive Sales. Many agencies have reported these tools to be clunky, overwhelming and time consuming for producers instead of elegant and easy to use.  We timed a producer on how long it took to simply enter a new prospect; it was mindboggling.  Tell us your times.  How many pages, clicks and scrolls do you have to endure to provide management with the reports they request via your pipeline tools? Let us know how you manage your prospects, your competitors and your information to increase your sales, your income and your success…