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| Performance Dashboards |
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FrontCRM includes a series of "standard" sales performance indicators for the insurance business. These series of predefined indicators can be supplemented by "house" indicators specific to each company's processes. "Summary" functionalities make it possible to focus those indicators on a group of people or on a period (day, week, month, year, etc.)
Similarly, FrontCRM has expandible business dash boards, for quick access, on a single screen, to all indicators concerning a customer, partner, or company distributor.
FrontCRM also has the functionalities required for the allocation and delegation of the portfolios of account managers, in order to make the most of those performance indicators and dash boards. |
Performance
Indicators |
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Main functionalities: |
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Standard sales performance indicators for the Insurance
business, for individual or group assessment over different periods: day, week, month, year... |
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Expandible business dashboards, combining the most pertinent information |
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Portfolio allocation and delegation |
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Heterogenous
raw data
FrontCRM, external databases, Excel or text files |
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ETL
Aggregation and transformation into consistent business data
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Reporting
Standard or specific automated
reporting
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Business
data tables |
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Reports and Dashboards
Word, Excel, PDF |
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Websites |
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emails / SMS
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