5 Reasons Why a CRM Solution for Financial Services Boosts Insurance Sales

How can financial advisory teams and insurance sales consultants build deeper relationships with existing clients, attract new customers and manage their sales and customer service processes with ease?

The answer is the employment of an insurance industry solution based on Microsoft Dynamics CRM’s capabilities to organise, automate and synchronise business processes, from sales to marketing and customer support.

Below are five reasons why your insurance sales teams should implement a CRM Solution specifically tailored to the financial services industry.

Is Your Team Productive?

How much time are you spending on your customers? Strategix’s CRM solution tailored for the financial services industry assists your team to track all activities related to customers and provide specific insights based on their needs, from life insurance to medical policies.

Do You Meet Your Sales Targets?

With our industry-tailored CRM solution, your team will be able to better plan, track, manage and meet sales targets while benefiting from an acute understanding of financial services, industry insights and valuable real-time updates.

Microsoft Dynamics 365 for Sales helps sell effectively by providing the insight, guidance and tools salespeople need to build repeatable processes, focus on the right customers, and win faster by collaborating with colleagues.

Do You Have Quick Access to Your Customers’ Information?

Are you aware of your customers’ past and current policies and their history? Reduce search time and information overload by accessing accurate customer information in one place. Real-time dashboards enable sales teams and management to access information and make quicker decisions.

Are Your Clients Happy?

Customers want quality, accessible and personalised service. Respond to customers faster, provide accurate information on the financial solutions that best fit their requirements and automate customer service processes with a CRM software dedicated to the financial services industry.

Can You Access Your Business On-the-Move?

Access to data via mobile applications is a prerequisite for the modern sales managers and their teams. Additionally, customers want access to your services on their preferred platform. Connect with your customers, track sales targets and marketing goals – anywhere, anytime, from any device.

The financial services industry is highly competitive, rapidly changing and increasing in complexity. For sales reps and marketing teams, the ability to juggle more market demands, be more productive and track daily activities is key.

contact-us-manSPEAK TO OUR STRATEGIX CONSULTANTS TODAY ABOUT OUR DYNAMICS CRM (NOW KNOWN AS DYNAMICS 365 FOR SALES) SOLUTIONS FOR THE FINANCIAL SERVICES INDUSTRY. CONTACT STRATEGIX TO DISCUSS YOUR OPTIONS.