What is a CRM agency?

I am running a motor insurance agency. I use Excel for client information storing, but I want to upgrade to either ERP or CRM. Which one is a better fit for my business?

  • Answer:

    I would say that since the ERP in many cases is a suite of integrated solutions the best choice here would be a CRM that can be integrated with the ERP. In that case I would recommend bpm’online sales - a process-driven solution that allows users to easily design processes or employ out-of-the-box best process processes developed to take care of the sales operations in 24 verticals including insurance industry. From lead management to sales forecasting, pipeline monitoring, multichannel communications, analytics, case management, knowledge database among the features and mobile apps, the system is robust and scalable to help you grow your business and grow with you.   Check the capabilities and get a hands-on experience with obligation-free test-drive via http://www.bpmonline.com/sales/demo

Yuliya Karnaukh at Quora Visit the source

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Other answers

Try ZOHO CRM . It's an online CRM tool. Should be worth .

Bulusu Ankit Sharma

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