Insurance companies, including brokers, are based both on recommendations made by existing customers, and on the addition of added-value service packages to attract new customers. Managing a growing number of clients, often providing customized packages for corporate clients, managing reimbursement requests ask for a professional CRM system that operates a centralized database. If we talk about an enterprise with offices geographically distributed, agents working on the field, access to information remotely is vital because it allows company representatives to provide consistent information and massively reduce the offering and contracting time.
Car dealers are facing the problem of profitability, incomes in car sales fell heavily, the main source of profitability being the activity of service and sale of spare parts. From the way this activity carries out may result a series of differentiation factors that may influence the buyer. A CRM solution is essential for professional management of (...)
Trade and distribution company processes must be fully integrated, from the time of sales opportunities identification to documents certifying delivery. Otherwise, there is a great risk to lose important opportunities, either because of human error or due to data loss in transfers between resource management applications. Whether working in direct (...)
In addition to a centralized database of clients and potential clients, companies in the energy industry, must manage specific technical information. Many companies in this area will use an energy-trading platform, which the CRM system must be able to integrate. The sales department should have access to a specific configurator for energy sales con (...)
Whether we are talking about professional service providers (lawyers, accountants, architects), or suppliers of any other service, they need to form a database of prospects and clients to use in an integrated and structured way in order to generate sales opportunities. It is essential to define and identify different customer categories in order to (...)
IT products and services providers may be assisted by CRM across their entire activity: from promotion and sale, to project management and support. The CRM solution will enable resource management, execution time recording and consumed resources. Having centralized data, support department employees may access customer history and other data releva (...)
Insurance companies, including brokers, are based both on recommendations made by existing customers, and on the addition of added-value service packages to attract new customers. Managing a growing number of clients, often providing customized packages for corporate clients, managing reimbursement requests ask for a professional CRM system that op (...)