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
Lead Module
CAPTURE & CONVERT MORE LEADS
Orchestrate sales processes, monitor your progress on leads & enhance deal closures.
Follow-up Modules
STREAMLINE FOLLOW-UPS & CAPTURE MORE LEADS
Make your follow-ups more valuable & sales people more productive.
Resources for Insurance CRM:
1. Download CRM Buyer’s Guide for Insurance Industry
2. Download Top Features of Insurance CRM Software
3. Download Checklist For Buying Insurance CRM Software
4. Download Infographic on Features & Functionalities of Insurance CRM
5. Sign up to view Reports in Insurance CRM Software
6. Hosting, security, compatibility, integration and customization details of CRM
Do you want an obligation-free consultation on CRM?
Contact our CRM Solution Architect via phone or email – Click here
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Need help getting an Insurance CRM? Here’s a demo for you.
Want more good reads on Insurance CRM, our blog posts are here for you. 🙂
