By providing a way to track an end-to-end client experience, CRM enables Insurance agencies with the necessary tools to maintain consistent revenue growth. Modern CRM solutions such as Sugar address every touchpoint in your clients journey from discovery to purchase. Sugar empowers your entire sales organization with increased data quality, enhanced sales productivity, and more predictable revenue pipelines.
With Sugar, your organization will convert leads and prospects into clients and sell more to existing clients. Using a platform such as Sugar, you're centralizing all your sales, marketing, and customer service functions together.
Sugar is ideal for insurance-specific activities and workflows to:
Customer relationship management software has been used by organizations of all types and sizes for more than 20 years. However, few have managed to tap into the true potential of CRM. At its simplest, Sugar is a CRM platform that allows organizations to manage business relationships and the data and information associated with them. With Sugar, you can store client and prospect contact information, accounts, leads and sales opportunities in one central location, ideally in the cloud so the information is accessible in a secure location and in real time.
Sugar has multiple deployment options, meaning you have alternatives when it comes to CRM deployment for your organization. You can have SugarCRM host and mange your application in the cloud or you can create a public cloud through a hosting service. With the increasing need for privacy, Sugar’s hosting flexibility allows you to put your CRM behind a firewall, ensuring the safety of your vulnerable information. As your business expands, you can change your deployment to meet your business requirements, your geographic presence, and your budget. Since Sugar always gives you control over your data, you'll never be forced to keep your data in a single cloud location.
And with Sugar's Mobile Application, you can keep in touch with your clients from any location, make calls and view your log activity within the app.
When you integrate software, you’re bringing software and people together. You see fewer errors, greater productivity, faster access to data, streamlined operations and happy people. FayeBSG software integrations bring together the power of a customer relationship management platform with Accounting, ERP, Cloud Storage, Marketing Automation, and a variety of other types of software.
In addition to creating some of the most popular Sugar integrations in the industry, FayeBSG also provides software consulting, project management, training, custom reporting, data migration and installation. If you have business software already in place and you’d like to integrate them with a CRM, we can help with that.
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