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Onsite crm for insurance companies

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Presentation on theme: " Onsite crm for insurance companies "— Presentation transcript:

1 Step up to Onsite CRM and move past the old, fragmented way of running your solar business. Get our integrated package now and take control of every aspect of your business. Onsite CRM offers an enterprise-wide solution for tracking and staying in touch with new and existing customers, installations, costs, marketing efforts and everything else you need to keep you ahead of the competition and boost your bottom line.Onsite CRMsolar business The Onsite CRM system not only offers you excellent customer relationship management, we also offer an integrated package that can save you time, money, and a lot of headaches by managing your contacts, leads, and jobs easily and effectively. A POWERFUL CRM SYSTEM

2 Onsite CRM has the power you need to handle every aspect of your business. Our customer relationship management system is complete and has everything you need to allow you to track your leads, inquiries and clients across every department in your company, and even across multiple office locations. This allows anybody in your operation to enter data about a client or contact, and as soon as the information has been input the entire company has access to it. This seamless operation keeps your sales force, installers, office personnel and marketing people all on the same page and keeps you looking good. This type of integration means that the client never has to provide you with the same information twice. COMPLETELY INTEGRATED VERTICALS The next big benefit we offer is an integrated solar systems management package. Onsite CRM puts everything at your fingertips, making it easy to manage and track calls and results. You don’t need one application for your front office and another one for everybody else. Onsite CRM does it all in a single neat, clean package, with all the information resources, forms, and tracking that you might need. Best of all, the system is easy to use and doesn’t require intensive training to get it up and running. Using it is simple and intuitive.

3 The integrated verticals allow you to track a client and get a snapshot of where that client’s account stands. You can discover not only his current status, but also track what follow-up has been done, what is still required, all accounts that need to be escalated for any reason and everything else about the client and his involvement with your company that you might need or want. Follow-up is automatic, with no need to jump from one system to the next, a great savings of time and money for your solar systems business. Having only a single point of data entry also reduces the number of opportunities for errors to be introduced into your data. The less you have to handle it, the greater the integrity of your data will be. DRIP EMAIL CAMPAIGNS A drip email campaign is the heart of many solar systems businesses, so Onsite CRM has partnered with SMTP to give you the best delivery service available for your email campaigns. We want to provide you and your customers with the best possible overall experience. SMTP is a first-rate company with more than 10 years of success at delivering emails, always making sure they get where they need to go. The company is publicly traded and has set the standard that all other email delivery services strive for. SMTP’s record is unmatched in the industry; they reach more in-boxes than any other service out there.Onsite CRM

4 Why waste your money sending emails to potential clients only to have your campaign end up in SPAM? It’s a fact that even when clients have requested information, 22% of business emails never actually make it to the client. With SMTP you get the highest rate of deliverability in the industry. This means that your drip campaigns don’t go down the drain. When you work with Onsite CRM your message is delivered, not dumped! CONTACT US TO GET STARTED Contact Onsite CRM now to make the leap into the world of complete enterprise CRM with fully-integrated verticals for your solar systems business. Stop your team from introducing costly data errors and having to jump from one application to another to get anything done. Let Onsite CRM handle it all to save you money every day with an easy-to-use, total package that puts you miles ahead of the competition. Article Resource:-http://onsitecrm.wordpress.com/2014/11/18/crm-for-solar- companies/http://onsitecrm.wordpress.com/2014/11/18/crm-for-solar- companies/


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