Insurance CRM features in a business flow
Having more customers wouldn’t just be your business goal, wouldn’t you want more insurances sold with an increased rate of cross selling and up selling? What if you could have more of return customers as well? Sounds tempting right! Check out this business flow to know how a crm can help you out.
Sales Target Module
SET, PACE & REACH SALES TARGETS
Freeze, monitor and drive your organization & employees towards achieving higher sales targets
CAPTURE & CONVERT MORE LEADS
Orchestrate sales processes, monitor your progress on leads & enhance deal closures.
STREAMLINE FOLLOW-UPS & CAPTURE MORE LEADS
Make your follow-ups more valuable & sales people more productive.
Resources for Insurance CRM:
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