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Finance/Insurance

Finance/Insurance . CRM Edition Contact a Sales Rep for a demo 801-438-3460 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.

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Finance/Insurance

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  1. Finance/Insurance CRM Edition Contact a Sales Rep for a demo 801-438-3460 ext 2008

  2. Custom Follow up Process

  3. Know what you have to do today!

  4. Manage Contacts Like Never before

  5. Outstanding Lead Management

  6. Track Policy InformationAbility to Customize fields to fit your needs

  7. Custom Email Marketing

  8. Website lead to CRM integration

  9. 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

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