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SimpleCRM for Insurance Industry
- 2. Mumbai Bangalore Singapore 2004– Founders established a highly successful CRM practice 2011 – SimpleCRM product line introduced as Cost-Effective, Scalable, Enterprise CRM for Asia 2014 – SimpleWorks Business Solutions Pte formed with focus on SimpleCRM product line Team with experience of 200+ CRM implementations across industries Largest customer having ~4500 users with 35+ million records High ROI at Low TCO Snapshot Nagpur Delhi About SimpleCRM Lead Management Multichannel Support Advisor Portal Other Information
- 3. “With 3500+ userson the system, SimpleCRM is a scalable enterprise solution that is helping us achieve more. Highly Recommended!” “SimpleCRM is enabling us service our customers with greater efficiency and win additional business!” “SimpleCRM has helped us significantly improved the productivity of our 100+ agents and we expect to scale up further!” Customer Testimonials About SimpleCRM Lead Management Multichannel Support Advisor Portal Other Information
- 4. SimpleCRM solution forthe Insurance industry consists of: 1. Multi Channel Lead Management System 2. Multi Channel Support Centre System 3. Advisor portal & MI System 4. Integration with Core Insurance System SimpleCRM for Insurance Industry About SimpleCRM Lead Management Multichannel Support Advisor Portal Other Information
- 5. About SimpleCRM Lead Management Multichannel Support Advisor Portal Multi Channel LeadManagement Other Information
- 6. About SimpleCRM Lead Management Multichannel Support Advisor Portal Lead Creation -Facebook Other Information
- 7. About SimpleCRM Lead Management Multichannel Support Advisor Portal Lead Created inCRM Other Information
- 8. About SimpleCRM Lead Management Multichannel Support Advisor Portal Lead Creation -Twitter Other Information
- 9. Portal Home Page About SimpleCRM Lead Management Multichannel Support Advisor Portal LeadCreation – Insurance Advisor Portal Other Information
- 10. Lead Created inPortal gets synchronized with SimpleCRM About SimpleCRM Lead Management Multichannel Support Advisor Portal Lead Creation from Advisor Portal Other Information
- 11. About SimpleCRM Lead Management Multichannel Support Advisor Portal Lead Creation –Call Pop-Up Other Information
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- 14. Opportunity Sales Stages Prospecting Qualification NeedsAnalysis Value Proposition Id Decision Makers Perception Analysis Proposal / Price Quote Negotiation Review Closed Won Closed Lost About SimpleCRM Lead Management Multichannel Support Advisor Portal Other Information
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- 17. Customer sending emailwith issue About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Creation - Inbound Email Other Information
- 18. Automatic email notificationsent to customer with unique ticket number About SimpleCRM Lead Management Multichannel Support Advisor Portal Email Notification to Customer Other Information
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- 20. About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Creation -Incoming Call Other Information
- 21. About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Creation -Customer Support Portal Other Information
- 22. About SimpleCRM Lead Management Multichannel Support Advisor Portal Creating Ticket fromPortal Other Information
- 23. Customer Posts an Issueon Facebook About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Creation - Facebook Other Information
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- 25. Customer tweets can beadded as Tickets in CRM About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Creation - Twitter Other Information
- 26. About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Assignment /Routing Choose ticket routing method here Other Information We can also build custom methods like routing based customer’s geographical location etc.
- 27. About SimpleCRM Lead Management Multichannel Support Advisor Portal Ticket Escalation Method Addmultiple conditions as to when escalation email should be triggered In this section you can add actions like who should be the recipient of escalation email. You can also create & save your email template. Other Information
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- 30. Sales activity,Advisor/Agent performance in SimpleCRM Single sign on option for advisors for the DAT system and CRM system. Record sales activity/plan done by the advisors for Leads as Follow up calls, Meetings, interviews, presentations, Appointments. Reports based on GWP, KVD, Persistency, Grading, Product Mix Analysis. Advisor Personal details, Onboarding process, Appraisal, Remuneration Record personal details along with employment, education, family details of the advisors. Advisor onboarding process – Registration, SA, Licensing, Advisor code, offer details. Performance appraisal for advisors with 360 degree view of plans, sales matrix, goals. Commission planning for advisors along with summary of Car/MC/Laptop. Policy and quotation details with relative dashboards and similar UI Reports on policy listing, inquiry, and premium lapsed, collectable Summary. Proposal pending details like documents, premium paid etc. About SimpleCRM Lead Management Multichannel Support Advisor Portal Advisor portal & MI System Other Information
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- 32. About SimpleCRM Lead Management Multichannel Support Advisor Portal Advisor portal &MI System Dashboard Other Information
- 33. About SimpleCRM Lead Management Multichannel Support Advisor Portal Advisor portal &MI System Performance Report Other Information
- 34. About SimpleCRM Lead Management Multichannel Support Advisor Portal Advisor Flow &MI System Income Statement Other Information
- 35. About SimpleCRM Lead Management Multichannel Support Advisor Portal Advisor Flow &MI System Income Brackets Other Information
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- 42. Marketing Automation Email Campaign manager SMS Campaign Manager Emailmarketing Web-to-lead forms Lead management Marketing analytics Customer Support Self-service portal Case management Inbound email Knowledge Base Bug tracking SMS Alerts Survey Module Reporting Business Intelligence Sales trends Case reports Dashboards Customer profiles Sales Force Automation Lead Management Opportunity management Contact management Account management Funnel Management Mobility Solution – Android Platform Products, Quotes & Orders Product Catalogue Quotes Builder Order Management Enterprise Scalability Team Hierarchy Performance Tuning ISO-8583 Support Workflows Quote Approval Case Escalation Misc Components Asterisk Integration Partner Portal Subscriptions Mgmt Out-of-Box Features
- 43. Thanks for yourtime! >> Schedule Demo Contact: sales@simplecrm.com.sg Visit: www.simplecrm.com.sg