VB Specialist
Expert
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What is the best CRM you guys have used to load policyholder info into and cross sell through it?
Salesforce?
Adam Maggio
Salesforce?
Adam Maggio
Best CRM????
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N
NCLS.us
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Salesforce is one of the best. But it's a beast, in that, to get policyholder info in it, you may have to add custom fields. It's older tech, so it's not that difficult, but it IS robust. I've tried systems over the years that I couldn't even get to work, or that crashed often, or were unavailable at times. I always stick with Salesforce. It's all in what you are comfortable with, and you must be able to get at the data you need, when you need it, presented in the way you need.
- 4,689
They are referring to Customer Relationship Management software to assist in your insurance practice. (Google is your friend)
This is a good example and he's a Forum regular too:
http://radiusbob.com/
This is a good example and he's a Forum regular too:
http://radiusbob.com/
depends on what you need. Do you need a desktop version? Do you want it stored on the cloud? What do you want to do with it? How much automation do you want included?
Here are some I know of:
radiusbob
agency iq
salesforce
ACT
leads360
There are many. It's hard to say what's best because each agency has a different need. Research them, then stick with one. I feel like I wasted a bunch of time switching between some when I should have stuck with my original option. Good luck.
Here are some I know of:
radiusbob
agency iq
salesforce
ACT
leads360
There are many. It's hard to say what's best because each agency has a different need. Research them, then stick with one. I feel like I wasted a bunch of time switching between some when I should have stuck with my original option. Good luck.
N
NCLS.us
Guest
I can relate. I went through about 30 demo's way back when, before settling on Salesforce.
I'd be curious to know what your original choice was, and what you use now. Might you expound on that a bit? Thanks!
ACT database for data mining of clients. There is so much you can do with ACT. Create your own fields, sort by your own fields, create lookups based on a variety of fields. Group clients together. I probably use about 25% of what it's capable of doing.
Northwoods Sales Automation bundle - to automate things in ACT. I could probably do away with Agency IQ with Northwoods and may in the future, but for now I like having a cloud based drip email program.
Agency IQ for drip email and blast emailing of lead list...
Companionlink to sync outlook and android phone.
ACT comes with a outlook sync feature.
Northwoods Sales Automation bundle - to automate things in ACT. I could probably do away with Agency IQ with Northwoods and may in the future, but for now I like having a cloud based drip email program.
Agency IQ for drip email and blast emailing of lead list...
Companionlink to sync outlook and android phone.
ACT comes with a outlook sync feature.
N
NCLS.us
Guest
Thanks for the response!
I used ACT! since 1995 until a version or so back, the database crashed on me, and the backup was also corrupted. I may try it again at some point.
I find that Salesforce is very similar to ACT, especially in it's customization of "user fields" and reports, and older (robust, bug free) technology.
My four choices would be:
Cloud: Salesforce, Radius
Local: Act, Outlook (w/ or w/o BCM)
Bonus/simple: Gmail, Gcal, Gtasks
I used ACT! since 1995 until a version or so back, the database crashed on me, and the backup was also corrupted. I may try it again at some point.
I find that Salesforce is very similar to ACT, especially in it's customization of "user fields" and reports, and older (robust, bug free) technology.
My four choices would be:
Cloud: Salesforce, Radius
Local: Act, Outlook (w/ or w/o BCM)
Bonus/simple: Gmail, Gcal, Gtasks
tdksterling
New Member
- 5
Check out AgencyIQ. Easy and affordable.
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