“Adoption was key for our team when we started with BoldTrail. We created an initial group of agents, our Innovator Group, to learn the platform, then worked closely with our customer success manager to develop a training regimen for the team. We set up an in-person launch person with the …

“We wanted to make sure we were building a future-focused system that leveraged advanced sales-automation technology to give our network an advantage and to make sure everyone had the tools to be successful as transformation in the digital age progresses at an accelerated pace.”