|
Adapted to A Broker’s Business Needs and Workflows
Benefit Brokers Are Transforming Their Business
HR Technology Advisors and its business partner and certified SalesLogix reseller T.H.G. Sales Automation, has taken the #1 CRM product in the U.S. for the small-to-mid market and adapted SalesLogix to fit the business needs and workflows of the Employee Brokerage industry. In addition to the rich, core functionality, SalesLogix now allows Brokers to manage policies, track prospects by current plan data, manage customer service with a customer portal, and manage renewals with tools that tracks carrier quotes and coverage, builds proposals and manages the RFP process.
Increase Sales Productivity and Performance
Sage CRM SalesLogix helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters, and literature fulfillment, based on sales and marketing processes you define, like prior plan data, markets quoted, and carrier response times. Sales professionals can send personalized communications to individual customers or groups of prospects using customized HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, FAQs, or marketing materials.
Policy Management
Principals and producers can track and manage policy data with easy to use tools. Search for customers and prospects by eligibility, renewal dates, carriers, and more. Receive automated policy renewal notices via email on your computer, cell phone or PDA. And keep all policy documents and notes organized.
Service Management
Sage CRM SalesLogix enables Brokers to have a 24/7 Customer Service Center for your most valuable asset – your customers. Predefined and customizable functionality specifically designed for use with the SalesLogix Customer Service and Support applications captures service requests via a web e-mail request form either on your web site or on the customer’s desktop. A Service Ticket is automatically created in SalesLogix . A confirmation message is sent to the customer with Ticket information and when they should expect a response. Customer can even reply to the e-mail and have it automatically update the Ticket. And pre-defined notifications actively alert employees, management, account managers and customers of time-sensitive service, sales and business data via e-mail. Additional custom functionality can later be added for fax, pager, PDA, cell phone, and/or web browser.
|