Maximize the Use of a CRM

Feb 16 2016 < 1 MIN READ

It has become an essential tool in linking our sales and underwriting departments, also allowing use by loss prevention, finance and marketing throughout the process.

A recent CRM blog from Claritysoft highlights some of the must-have reports available through this program. We can successfully manage sales activities by each sales rep and by type of activity, leads and prospects. Managers can also examine opportunities by sales stage, customer segment, by rep and product. Marketing insights are extremely valuable to every business to determine lead sources, win/loss ratios, and success of various campaigns. Check out more of what a CRM can offer your company, visit www.claritysoft.com today.

Please contact us with any questions you may have about this or any other topic related to your insurance.

Read the Latest Articles

View All