Self-hosted or cloud: which type of CRM is better?
Posted: Mon Dec 23, 2024 10:08 am
CRM marketing tools not only help streamline the day-to-day operations of your insurance agency, they also help you improve the customer experience through better support and communication, which in turn leads to more referrals and higher sales – all while you work smarter, not harder.
In numbers: According to a study, CRM increased productivity in 55 percent japan chat telegram of the companies surveyed and sales in 45 percent of them, while 60 percent recorded lower personnel costs and 58 percent improved their customer relationships.
Higher sales
If you want to increase your sales, you obviously need to attract new customers. But at the same time, it's important to take advantage of opportunities to up-sell or cross-sell new products and services to existing customers. The better you know your customer base, the more personalized you can make your messages and offers. Life circumstances change - perhaps there's an addition to the family, a house is bought, or a new driver wants to drive the family car.
More precise sales forecasts
With insightful sales reports and historical sales analysis, you can better predict future trends and identify and proactively address issues that could impact sales success (e.g. competitive factors, changing regulatory requirements, changes in your customer base, etc.).
Scaling the CRM solution as needs change
No insurance agency should have to pay for CRM features they don't use, so be sure to choose a CRM that will grow with your business.
Act! Premium meets all requirements as a CRM for insurance companies
In numbers: According to a study, CRM increased productivity in 55 percent japan chat telegram of the companies surveyed and sales in 45 percent of them, while 60 percent recorded lower personnel costs and 58 percent improved their customer relationships.
Higher sales
If you want to increase your sales, you obviously need to attract new customers. But at the same time, it's important to take advantage of opportunities to up-sell or cross-sell new products and services to existing customers. The better you know your customer base, the more personalized you can make your messages and offers. Life circumstances change - perhaps there's an addition to the family, a house is bought, or a new driver wants to drive the family car.
More precise sales forecasts
With insightful sales reports and historical sales analysis, you can better predict future trends and identify and proactively address issues that could impact sales success (e.g. competitive factors, changing regulatory requirements, changes in your customer base, etc.).
Scaling the CRM solution as needs change
No insurance agency should have to pay for CRM features they don't use, so be sure to choose a CRM that will grow with your business.
Act! Premium meets all requirements as a CRM for insurance companies