Our CRM practice builds on years of software development experience. If necessary, your brand-new custom CRM solution can incorporate our proprietary reusable components for increased cost and resource efficiencies:
Provider Information and Credentialing
Broker Portal
Self-Service Individual Portal
Individual Sales CRM
Account Management Component
Life Insurance Quote Engine with the NeedAnalysis functionality
E-Signature component for online Life Insurance applications
SMARTS (sales, marketing & reporting tracking system)
Global Sales Force Automation
Mobile CRM Support via "Virtual Sales Office"
Travel Deals Engine
Travel CRM Solution with integrated eSlice Reporter
Customer Loyalty Solution
Microsoft CRM has a Software Development Kit (SDK) available online and for download. Some of the SDK highlights include:
Marketing Automation
Marketing campaigns driven through sales:
* Marketing list management
* Campaign templates
* Campaign management |
