Finance/Insurance CRM Edition Contact a Sales Rep for a demo ext 2008

Custom Follow up Process

Know what you have to do today!

Manage Contacts Like Never before

Outstanding Lead Management

Track Policy Information Ability to Customize fields to fit your needs

Custom Marketing

Website lead to CRM integration

Implementation Consultation If your CRM implementation project involves a larger number of users or has some complex issues, it may be best to create a clear project plan before diving in. An Implementation Consultation will include an analysis of all of your Lead Generation activities, Sales Processes, and Workflow- related Business flows. The result will be a written project plan with clearly defined milestones and objectives for your CRM implementation. The plan can then be implemented by your own Trained Internal Administrator or by an External Administrator. Key Benefits Understanding of key business objectives and features needed to ensure business processes and priorities are met Create a defined project scope and plan to review with timelines to make your implementation One-on-one consultation with a dedicated, trained consultant Achieve high end-user adoption and more efficient use of your CRM investment