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Tools for telemarketing for an insurance company / campaign?

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Hi, 

I work for an insurance company and we have been working with our CRM (Online) for 6 months now. 

We are trying to figure out how to use the campaigns to follow the progress of our telemarketing team and also give them a tool that gives them clear goals every step of the way. But I can't figure out how to use it. I have been reading the Ebooks but I dont get how they work? 

Need help! Thanks


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