How to choose CRM customer relationship management software in the insurance industry???

"Xiaoyiwang" customer marketing management software insurance industry version is a set of software specially designed to help insurance industry units easily achieve scientific and efficient customer marketing, management and other functions in one. This software provides various functions such as business data entry, query, statistics, and analysis for the most basic level of marketing personnel. The purpose is to summarize the business experience, improve the business skills, understand customer needs, expand business volume, and improve work efficiency.

Convenient inquiry, statistics and analysis can allow users to be reminded in the busy, guided in the confusion, and cheered up in the disappointment, so that they can enter a new realm in the field of marketing, obtain new benefits and create new brilliance.

Team Insurance has the following features:

1. Complete customer and customer visit management function: simple and quick record customer information, classify and manage customers, and remind important days. The details include collective customer management, individual customer management (including customer basic information, customer personal relationship information, customer major festivals and anniversaries, customer insurance status, etc.), customer visit management (including visit time, visit method, discussion topics, insurance types and business involved, demand analysis, visit evaluation, gifts, appointments, etc.).

2. Powerful business management function: divided into two parts: policy management (including basic information, policy rights, change records, business records, etc.) and insurance management (insurance type, insurance amount, etc.).

3. Rich reminder and query functions: there are business reminders (including business reminders, customer holiday reminders, customer appointment reminders, which can be set arbitrarily according to their own situation), customer basic information query (according to customer level, customer category, policyholder name and other aspects of separate or combined inquiry, so as to facilitate their own customer visits and customer networking and other business activities).

4. Scientific analysis and management functions: including random business statistics, business analysis (a, prospective policyholder analysis--- looking for customer sources, b, policyholder analysis--- analyzing needs, looking for selling points, c, business distribution analysis ---looking for market positioning, d, personal business progress analysis), customer information card and policy information card, etc.

5. Comprehensive team management functions: including team activity management (a, salesman information, b, business diary, c, visit records, d, policy business, e, increase activities, f, employees, g, target management), team marketing report management and group business progress analysis.

When choosing a CRM system for a financial services industry like insurance, the first thing to do is to clarify your own needs, and then to choose a software that can provide a free trial. Generally speaking, such as ** sales, call pop-up screen these functions are essential, recommend Guanchen CRM system, perfect customer information management mechanism, always grasp the progress of sales opportunities, it is recommended that you go to the official website first** trial, no registration is required.

In addition to the use of information technology, we should also make efforts to improve the daily management of enterprises by effectively changing the daily management of enterprises.

1. Identify your customers.

Collect information about your customers.

Verify and update customer information and remove outdated information.

2. Analyze the differences of customers.

Identify your business's "gold" customers.

Which customers are responsible for the cost of the business.

Which companies do you want to establish business relationships with this year? Choose a few of these businesses.

Which large customers have repeatedly complained about the company's products or services in the past year? Make a list of these businesses.

Did last year's biggest customer order a lot of products this year? Find out this customer.

Do some customers order only one or two products from your business, but order many products from somewhere else?

According to the value of customers to the company (such as market expenses, sales revenue, years of business dealings with the company, etc.), customers (including the above 5% and 20% customers) are divided into three categories: A, B, and C.

3. Maintain positive contact with customers.

Call your own customer contact department to see how difficult it is to get the answer to the question.

Call the competitor's customer contact department to compare the different service levels.

Treat a call from a customer as a sales opportunity.

Test the quality of the automated voice system in the customer service center.

Keep track of the text or paper on which customer information is recorded within the enterprise.

Which customers bring higher value to the business? A more proactive conversation with them.

Through the application of information technology, it is more convenient for customers to do business with enterprises.

Improve the handling of customer complaints.

Fourth, adjust the product or service to meet the needs of each customer.

Improve paperwork in the customer service process, save customers time, and save the company money.

Make your emails to your customers more personal.

Fill in all kinds of ** for customers.

Ask customers how and how often they want information about the business.

Find out what the customer really needs.

Seek input from the top 10 customers on what special products or services the business can offer to those customers.

Strive for the participation of senior management in customer relationship management.

In the insurance industry, the CRM sales system is used to easily control the customer follow-up process.

Functions that are usually available in CRM sales systems.

**Telemarketing, sales tour player performance ranking, customer business opportunities, customer clues, department management, payment management, customer transaction management, on-site visit records, administrator management, customer historical orders, etc., the operation process of the function, usually the CRM manufacturer will prompt the operation process in the software interface.

Tips. On sale 1. Manage the delivery progress of customer products 2. Manage customer receivables Customers who have placed orders have unified information management from delivery, receivables, and collection extensions.

Your company's salesman manages the customer follow-up information of the company's salesman's sales team through CRM customer management system modules such as customer sharing, performance goals, order management, pre-sales price reporting, receivables management, and signing modules, and manages customers through the CRM customer management system in the process of local promotion and customer follow-up, and easily obtains follow-up reminders from their customers.

When the department leader enters the My Clients and My Signing module, he or she has the right to access the data belonging to his department, and can set hidden content according to the policy.

Worried that your company's salesperson will not be able to follow up with customers effectively, with sales management system CRM, your company's salesperson can easily control the customer follow-up process.

The CRM sales system matched by the insurance industry will allow your company's salespeople to easily get follow-up reminders from their own customers in the process of pushing customers to follow up.

Through CRM software, based on CRM function modules such as lead management, reconciliation management, customer data management, lead import, customer import, sales management, customer search, customer duplicate management, customer payment plan, authority management, etc., the management efficiency of the enterprise is improved through information technology.

If you are the decision-maker, you can query the purchase information of all customers with one click.

Have you learned the common sense of the insurance industry to achieve rapid growth in business performance based on CRM sales system?