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Home / Software / Insurance CRM / Sales Aids

Sales Aids

 
FrontCRM provides precious help to salespeople and telemarketing agents throughout the selling process, from event management through to the contract signature.
 

Event management, in combination with the capacity to react quickly, is one of the most promising avenues of Customer Relationship Management. FrontCRM takes charge of the management of different types of events: "predictive events" like termination probability of a contract, "product events" like the end of the marketing of a product, "customer events" like the date of the last visit. FrontCRM also handles the automation of e-mail newsletters, or the sending of alerts to salespeople to remind them of upcoming contacts.
A contact may, at any time, lead to the initiation of a sales process with an existing or prospective customer requiring the opening of an Opportunity folder. FrontCRM then offers selling aids to optimise the sales process through semi-automated scenarios. The salesperson or telemarketing agent has access to a full view of the existing or prospective customer's needs, whatever the channel used by the latter: Internet, call centre, visit to an agency. FrontCRM also provides instant and ergonomic access to the product catalogue, competitor data sheets, and pricing modules.
Customer Targeting

When a contact results in a sale, FrontCRM provides an access portal to the management system to record the subscription. FrontCRM then provides the sales agent with easy access to information on the management system (fields to be consulted, filled in, updated, etc.).Multiple data inputs and data inconsistencies are over.

 
Main functionalities:  
 
Events management and automated alert
Semi-automated sales scenarios
Quote management, pricing module
Product catalog and competitor data sheets
Contract subscription module
 





FrontCRM Insurance (FR)


 
   
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