CRM & Web Design for Insurtech: Real Experience

CRM, website design, branding and development for Insurance Company RVOS.

The insurance industry has always been in great demand with fierce competition. For many insurance companies, differentiating themselves on the web becomes a great way to gain prospective customer’s attention. An insurance company website must be honest, convey well-structured insurance information, and have proper navigation.

Considering the listed design features of the insurance website, RVOS Farm Mutual Insurance Company contacted our design studio to make their customer portal stand out from the crowd and attract more target audience. In this article, we’d like to share the most important design practices we’ve experienced around insurance company website design.

Brief Insurtech company description

Insurance Company provides protection to various clients from homeowners to farmers in the USA. Being a company with a solid history and reputation, RVOS always cares about improving client service. Our design studio in collaboration with RVOS representatives created the customer web portal. 

Challenges in designing an insurance company website

For the RVOS policyholders, the customer service at an exceptional level is a very important standard, so the portal should fully meet their expectations. 

There were 4 design challenges our team faced with:

  1. To include the features of the inclusive design to the RVOS platform for people with bad eyesight.
  2. To create a bright and clean dashboard for the customer web portal.
  3. The customer portal should be supported by all Internet browsers (including Internet Explorer) because many RVOS clients have been using their gadgets for more than 10 years. 
  4. Web development has to match responsive design so that portal users can get the same quality experience when they browse online.

Both the designers in Cadabra Studio and our client were interested in developing a high-quality product. That’s why many changes and ideas were made during the PDP (Product Development Process)

Insurance company website design process

Great web design focuses on equal parts strategy and execution. To achieve maximum efficiency, we pay special attention to the workflow. 2 developers (front-end and back-end), 2 back-end developers from the client’s side, manual QA engineer and automation QA engineer, DevOps, and a design team worked on the customer portal. They make a high-quality customer-centered product that really solves the relevant problems that RVOS users have. 

According to the client demand, we added to the customer portal quoting form for insurance products such as Home Insurance, Life Insurance, Farm Insurance. Moreover, we made information on the claims process and plugins available for submitting. 

The clean dashboard was a must-have feature because RVOS users should be able to see their payments, insurance policies as well as overall statistics and don’t get confused. 

Light colors and shadows along with appropriate typography met the client’s expectations. The primary version of the dashboard was the following.

For the first time, the sidebar menu was on the left side. However, after the first trial, the location changed. 

As you can see in the picture above, we made some changes to the menu, added more necessary information about payments. To gain a better user experience, our designers created an agent account on the main menu, added the function “File new claim to each specific policy”. We also added the information about the claim number and policy number to a certain claim.

After testing, we made some changes in statistics as well as in buttons “Claims”. We also added more information about billing and payments. 

Having conducted several tests, the vertical menu was transformed into a horizontal menu without icons that is good for responsive web design. The pie chart of the Remaining Balance in the Billing and Payment category were included in the dashboard.

Insurance company logo design and branding 

The customer web portal is a new stage for RVOS. The right logo and branding increase the site’s visibility on search engines and social media, hold a visitor’s attention, entice them to know more about insurance products, and provide interactive ways to communicate. So, we suggested our clients make a trendy style of their brand.

The main goal of rebranding was to attract a younger target audience to an existing product. The existing RVOS brand is a combination of stylish conservatism and modern design. The process of rebranding was challenging and well-planned. The first thing we changed was the logo.  

The insurance company logo design was made in a simple style, to keep the company’s spirit. The blue-colored bar was chosen for the logo. The logo shape perfectly matched the content, making the RVOS brand more recognizable.

For Instagram promotion, we chose trendy and relevant typographic, that would stand out from the endless content. For Facebook promotion, we created contrasting photos with bright colors.

Results and Data

Thus, the customer portal has been launched recently, the changes in site traffic are significant. We keep tracking various metrics and the results are impressive. The primary goal of the customer portal was to freshening up a solid insurance company, however, during the design process we changed even more, than planned before. The entire design and development process lasted for 1.5 years. 

Must-have design features of an insurance company website: our expertise

The experience of developing and designing the RVOS customer portal is an achievement we are proud of. In addition to valuable experience, we’ve compiled the list of features for successful insurance company website design. 

  • Fully responsive and mobile-friendly;
  • Clean layout with modern appeal;
  • Simple and well-planned navigation;
  • Quick loading time;
  • Quick access to important information;
  • Relevant CTA buttons;
  • Quick access to online quotes.

Including the listed features to insurance company website design helps you to make an accurate representation of any insurance company. 

SUMMARY

When an insurance company invests in its website design, it is a straight way to succeed. With the upgraded customer portal and new branding, RVOS Insurance company attracts many new clients because their portal is a fast and easy-to-use, whereas the logo is recognizable. Cadabra Studio is glad to have a partnership with RVOS Insurance company, that trusted and worked with us for a long period of time.

Check out our blog to read more case studies and learn about our expertise.

Building a Web-Based CRM-System: Market Leaders’ Experience

Loyal customers are the life force of any successful business, which is why for any business to rise high and win appreciation, it’s important to carefully foster relationships with customers. Sometimes, however, you simply cannot do so without the help of advanced organizational technologies. Over time, the amount of customer data that you need to keep track of may be too much for a simple spreadsheet, and opportunities for success may start passing by you. This is when a Customer Relationship Management system (or CRM system) becomes a necessity.

In a nutshell, a CRM system is an app that allows you to store, organize, and maintain customer contact information, accounts, leads, sales opportunities, and so on – preferably in the cloud so all this vital data is accessible by the sales, marketing, finance, operations, and logistics departments of your company in real-time, on any device. Such cloud CRMs are also known as SaaS CRMs, online CRMs, or web CRMs.

There are lots of solutions in the market, but there are no guarantees that commercial CRM will meet your business needs. Typically, commercial CRM systems have a limited set of features, adding custom addons will take a lot of time and money. Also, with commercial CRMs, you’re dependent on software support. And of course, the commercial CRM may cost your company a pretty penny: for instance, the basic version of Salesforce will cost you $25 per user monthly. So in some cases, it’s much better to develop your own CRM solution. 

Today we’re going to talk about how to build a cloud-based customer relationship management system. We’ve carefully analyzed several of the most popular cloud-based CRM apps – Salesforce, SugarCRM, Pipedrive, and some other open-source solutions – and have come up with a set of must-have CRM system features, which will be helpful if you decided to develop an online CRM for a small business. Let’s see what these features are and how we can implement them.

Basic features for your web-based CRM system

  • Address book

What is the central feature of any CRM software? Of course, it’s an address book. Without one, how are you going to collect all the contacts that may come in handy someday? With an address book, you can store all vital information on your prospects and other people who matter to your business – for instance, the CEO of your partner company and the contractor who works at your office. A person’s full name, email address, and links to social networks can be conveniently gathered and stored in one place so anyone can access it if needed.

[Data import in PipeDrive]

Traditionally, new contacts are added to a system manually, but most modern CRM apps can now do this automatically. Salesflare, for example, gathers contact information from email signatures and social profiles. Some companies even build custom APIs that let them automatically drop every new contact into a system (this drop is usually initiated when a prospective client fills out a contact form on the company’s website).

What about existing contacts? You can also give your users the opportunity to import their contacts from other sources or CRM systems. Insightly, for example, lets users import contacts from Gmail and MailChimp accounts or from Excel files; Pipedrive even lets users import existing contacts from other systems like Zoho and Sugar CRM.

  • Leads and deals

As it typically happens, you start tracking your potential customers as “leads,” add some customer information while you’re convincing them that your product or service is worth trying, and finally turn these leads into “deals.” A really effective CRM system should accompany you at every stage of this process, and so your future product should obviously have a place where users can see all of their leads and track their leads’ movements through the sales pipeline – from the first contact to signing a contract. After all, business is business, and helping to move the needle in your sales is actually why CRM systems are built.

Applications like Salesflare and Pipedrive use special board-like interfaces that allow you to see how many deals your company currently has, understand at which stage of the sales pipeline these deals are, and see which of them need your urgent attention. Moreover, these applications let users customize their pipelines to meet the specific business needs of their companies: set as many stages as needed, name them, order them, and so on.

You should also let your users import their leads from existing CSV files or other third-party sources (MailChimp, for example) just as with contacts.  

Salespeople know that it’s very important not to lose even minor details while working with prospective clients. Many existing CRM apps have a range of tools that help you remember everything that was said and done during your last conversation with a client. Pipedrive, for example, lets you take notes and upload files from your device so you can have everything you need conveniently filed in one record.

You can also give your users the opportunity to upload files from Google Drive, Dropbox, Amazon S3, and other cloud storage services. Insightly even provides seamless integration with Evernote, so users can link their Evernote items directly to contacts or deals.

Some software, like SalesForce, also provide so-called “smart” BCC functionality. Thanks to this feature, users can copy their emails (sent from external email applications) right to a contact or lead record in Salesforce. Simply enter your Salesforce email address in the BCC field and the email copy will appear inside the application so you can then link it to a certain deal record. Pipedrive provides similar functionality.

  • Activities

Many existing solutions provide built-in scheduling tools that allow users to set reminders for recurring activities and upcoming events, such as calls, follow-ups, and meetings. This way you can make sure that you don’t miss anything important. Pipedrive, for example, allows you to plan your own activities and assign activities to others. The application provides a special dashboard where you can overview the to-do list for your entire sales department.

Insightly uses a different approach to displaying planned events and activities, using a calendar-like board that gives you valuable insights into your sales department’s to-do’s and processes. You can even sync the Insightly calendar with Google Calendar so all your planned activities can smoothly mirrored on another platform without your having to lift a finger. There are a number of APIs that allow you to integrate your app with calendar functionality, including the most popular ones like Google’s Calendar REST API, the Eventful API, and Microsoft’s Outlook Calendar API.

  • Notifications

Your users may want to be notified when important milestones have been achieved, big tasks have been completed, or important activities have been scheduled. Insightly offers special email notifications that are sent when changes or updates are made to tasks or deals. This approach helps users stay up to date on what matters to them.  

You can also add real-time notifications to your web CRM app, which is an even more convenient approach since users can instantly receive the freshest information on what’s interesting to them without the need to constantly check their mailboxes.

  • Mobile

Unsurprisingly, support for mobile devices is becoming a must-have for CRM software. To stay on top of the game, modern business people need quick and constant access to their vital data – be it a hot lead’s contact information or the sales statistics for the previous quarter. Immediate access becomes possible thanks to mobile CRM systems. Going mobile provides a greater degree of flexibility and efficiency, which is crucial for the success of any business.

Examples of companies that have already gone mobile are Salesforce, Sugar CRM, Insightly, Pipedrive, Base, and Netsuite. Usually, a mobile version of such an application contains all key functions of the web application – such as contacts, leads, tasks, and statistics – and applies some functionalities that are difficult to implement on the web: push notifications, audio recording, call logging, mapping with nearby contacts, and so forth.

  • Sales reporting

Which of your products sells best? Who is your most effective sales managers? What’s the average number of deals you close monthly? And, finally, how can you improve your results in the future? Sales analytics and reporting have answers to these and many other sales-related questions.

Usually, CRM apps offer dashboards with a number of fields and filters so you can specify a certain time period, channel, and activity and get the data you need. Many apps also let you choose from a variety of view formats: colorful tables, charts, circle diagrams, and so on so you can visualize information the way you want.   

Some systems also provide the forecasting functionality as a natural continuation of their reporting functionality. A built-in sales forecasting feature can help sales teams accurately predict future sales growth based on their pipeline of current and potential deals. By integrating your ERP system with sales forecasts, sales teams can adjust their selling strategy to achieve better even results. For example, sales managers can make more informed business decisions on how their team should manage its resource and define tasks and deals their employees have to devote their full attention to.

What to add?

Without a doubt, CRM apps are powerful tools to help businesses track valuable information about their leads, log their interactions with them, and convert these leads into deals. For some businesses, however, tracking, logging, and converting is not enough. If these functionalities are no longer sufficient, businesses may start considering adding some marketing automation features to their existing CRM solutions.

  • Marketing functionality

We can always add a dash of automation to our CRM systems. Using an API, for example, it’s possible to automatically add every new contact when they’ve filled out a form on your website, but marketing automation extensions go a bit further. These tools are tied directly to your website, so they can “stream” new users to a CRM application as soon as they sign up. Moreover, marketing automation tools can monitor your product statistics – where your users come from, which parts of your site they’ve visited, at which point they’ve left, and so on. Having these insights on hand, you can create smart and effective marketing campaigns to nurture your leads.

There are a number of companies that offer CRM apps with embedded marketing automation functionalities, including Salesforce, Intercom, Hubspot, and Instant Customer.

CRM Integrations

Sometimes, it may be really costly and time-consuming to develop all necessary features on your own – for example, marketing automation or project management functionalities. That’s why during the process of SaaS application development you may start considering integrations with different third-party applications. Such integrations may significantly save time and money. Besides, this is common practice among popular CRM vendors. Pipedrive provides integrations with more than 20 third-party apps, including famous ones like Trello, Yesware, Callmaker, MailChimp, and Google Apps.

Insightly has a number of integrations with popular accounting and productivity tools, but its most compelling integration is with Slack. Insightly’s paid subscribers can enjoy communicating with the lovely Insightly Assistant in the Slack messenger. This chatbot comes in handy if you want to find, create, or update your records in the CRM system without leaving Slack. Of course, these aren’t the only capabilities of Insightly Assistant, but that’s another story.

It’s also important to give your users the opportunity to integrate CRM systems with their in-house software (their custom-built accounting and management tools, for example) or perhaps with hardware, such as POS systems. In either case, you’ll need to design an API. APIs enable a seamless exchange of information between applications, which, in turn, enables greater operational consistency and efficiency inside companies.

What to keep in mind

As far as CRM systems keep sensitive company data – customer details, financial data, and more – that’s why it’s very important to give users the security they expect. When developing a CRM solution, you should devote special attention to data encryption, advanced authentication (two-factor authentication), support for different access roles, session timeouts, and other security measures.

If solutions available on the market don’t fully cover all your needs, or you want to get an additional level of security and customization, CRM system development is something you definitely should consider. 

Comparison of top Insurance CRM Software Systems

Insurance market requires a new digitally optimized approach. Prices keep growing as the volume of inquiries grows, and customer expectations rise by the hour. To handle all problems, 35% of sales leaders prefer constant updates of CRM data. 70% of millennials working in B2B software would like to use review from CRM dashboard each day to work on sales. In 2016, income from the customer relationship management market reached US$33.7 billion. Gartner predicts that by 2020 up to 50% of all data analytics projects will connect to the customer experience.

Find the best Insurance Agency Software for your business. Compare product reviews and features to build your list.

We mentioned how important it is for agents to have a CRM so they can follow up on the 75% of leads (or more) that aren’t ready to buy on the first phone call. Some of the reasons a lead might not be ready to buy on the first contact:

  • Health conditions don’t allow the lead to qualify for coverage within a certain defined underwriting period i.e. being hospitalized 2 or more times in the last 2 years
  • They don’t trust you or the information you have provided
  • They don’t see the need to change (yet)
  • They have previous commitments that don’t allow for taking an application (i.e. vacations, etc.)

Just because a lead isn’t ready to buy doesn’t mean it’s a bad lead; it just means that lead is in a different part of the buying cycle.

Insurance Client Management Software

  1. Sage software

Features

  • This software helps to keep patients updated about any changes with automated notifications.
  • Mobile and social technologies deliver real-life information for the data-driven decisions.
  • This CRM has an embedded self-service platform which allows delivering solutions to the patients on time.
  • It allows eliminating paperwork, and decreasing wastages and excluding any loss of valuable data. Also, you may save standard policies on the dashboard to make each employee aware of the policy rules to successfully treat each client.

Disadvantages

  • Difficult to install.
  • Limited in a format without a wide variety of customization options.
  • This software is difficult to update and upgrading requires additional cost.
  • It doesn’t have timesaving automation.
  1. HubSpot CRM

This is sales-oriented free insurance CRM. This is a winner of the Expert’s Choice Award for 2017 and premier Google partner.

The main benefit is that sales team can start using a product without any interruption and changes in the current workflow. It is an ideal way to try free insurance CRM with all basic features.

Features

  • Users can easily assign and track the deals by using this insurance sales software.
  • Detailed dashboard for all employees to share their insights, suggestions, news, etc.
  • Current HubSpot sales users may also apply HubSpot CRM to boost sales.
  • Easy to integrate.
  • It is simple to align your CRM with marketing strategy.

Insurance selling systems reviews have few negative comments from the users.

Disadvantages

  • Lack of opportunity to involve timeline activities through the API.  
  • The absence of API integration with the Sales Pro instruments. For instance,  auto-send pattern, add a contact to Sequences, etc.
  • Insufficiency of automation.
  • Inability to hide some information from the specific users.
  1. Insurance Client Management Software Salesforce

Salesforce keeps the 6th position in the Fortune 500’s fastest growing companies.

Features

  • This insurance sales software will help you to properly organize the flow of information. It helps to capture more valuable data about your clients and save it, share with various departments.
  • Saving all information about past deals, preferences, and any information that will help to treat customers better. Each team member can access it anytime.
  • It frees up users from routine tasks with automation features.
  • Salesforce brings better productivity for multiple teams. Useful information will be more structured and available to funnel your clients down the pipeline to close the deal.
  • Analytical data will help to track the progress and reports will allow analyzing the situation correctly.

Disadvantages

  • Users may be overwhelmed by too much customization and complex tools.
  • It is a little bit challenging to go through different screens to provide transactions.
  • Sometimes, the application will not be accessible because of updating.

4. Bitrix24

This is free CRM for insurance agents for both iOS and Android apps.

Features

  • This is a helpful collaborative tool for 2-12 users.
  • In paid plans, you don’t need to pay for each user.
  • Virtual telephone calling feature.
  • The Bitrix24 offers task and work time reporting and visual structure.
  • Time planning tools involving a schedule of the meeting (with CalDAV and Outlook sync).
  • Document libraries with WebDAV maintenance.
  • Visual business process construction tools.

Disadvantages

Taking into account that this is free CRM for insurance agents, it has a few cons.

  • Difficult interface.
  • Users can’t get CRM separately from other tools.
  • No sync with a mobile app.
  • The paid version is too expensive for small organizations.
  1. SugarCRM

This tool may be perceived as free insurance CRM as well because it has a free trial version.

Features

  • This is customizable software with more than hundred third-party apps for various functions from adding surveys to managing insurance client database.
  • It syncs with QuickBooks, Sage, Microsoft Office, Cisco, etc.
  • A lot of development resources for customizations and integrations.
  • Certifications for the users.

Disadvantages

  • Breaks in the workflow.
  • Low UI.
  • Long response time for the users.
  • It is challenging to create custom reports.
  1. SAP CRM

This health insurance CRM brings automation to boost sales. The main goal is to gather insights to refine performance.

Features

  • It helps to simplify business processes, improve customer engagement, and prepare accurate forecasting.
  • Real-time pipeline management that helps to target the right audience based on their data.
  • Digital shopping experience for your clients.
  • Cost-effective tool.

Insurance selling systems reviews involve few cons from the users.

Disadvantages

  • Complexity.
  • Lack of the deeper feature sets.
  • Poor page-to-page performance.
  • Low UI.

7. Highrise

Features

  • Easy-to-use and functional software.
  • An intuitive design and reliable.
  • The interactivity with customers websites like Linkedin.
  • Users may sync with their smartphones.

Disadvantages

  • Sometimes filters are complex to navigate.
  • It is challenging to follow email timeline.
  • This tool fits only the company with short sales cycle.

8.  Insightly

This is a cloud-based software that suits mid-sized and small and businesses.

Features

  • Easy software updates and server maintenance.
  • Users may handle their projects, assignments, and contacts through email, a web browser, and third-party apps.
  • Unique project management integration, so a sale may be quickly connected to a project or task.
  • Sales reports and opportunities.
  • Social CRM and mobility.
  • The software syncs with Google Drive, Gmail, Office 365, G Suite.

Disadvantages

  • Users can’t see the entire value of your open projects.
  • It can’t create invoices or quotes.
  • Google calendar doesn’t two-way sync.
  • Record and storage limitations.
  1. Infusionsoft

This is a cloud-based CRM for insurance agents.

Features

  • Users may segment their contacts, analyze customer interactions, provide campaigns with personalized collaboration based on clicks, email opens, etc.
  • It helps to handle e-commerce, deliver purchase fulfillment, install online shopping carts, measure activity, send invites, receipts and invoices.
  • Analytics and reporting tools allow users decompose based on campaign performance, revenue, and sales projections to measure the ROI of the sales activities.
  • This software may be used remotely on the Android and iOS devices.
  • Integration with apps like SalesForce, Outlook and Gmail, QuickBooks.

Disadvantages

  • No A/B testing. Users may create 2 variations of landing page but this is challenging for small companies.
  • Users can’t provide PayPal payments. Also, this software has CustomerHub which requires membership payments. So, recurring subscriptions demand an extra cost.
  • Low-quality reporting and data are badly displayed. It is challenging to visualize things to sum up the results.
  • High cost.
  • Too ordinary email templates and their design.
  1. Microsoft Dynamics CRM

Microsoft Dynamics CRM fits small and mid-market companies as well.

Features

  • It brings better insights about growth opportunities, performance, and customer relationships.
  • The automation of sales, customer service to improve the way companies communicate with clients and boost results.
  • Intuitive UI and it’s easy to adapt it to your needs.
  • Connection with other Microsoft products.
  • Great built-in instruments like Relationship Assistant and LinkedIn Sales Navigator Application Platform refine performance.
  • Deployment options, flexible architecture, cost-effective pricing.
  • Microsoft’s support, reliability, and quality of the system.

Disadvantages

  • Paid upgrading process.
  • Lack of social CRM techniques to better attract the audience through social networks.
  • Yammer is poorly implemented with this CRM which may create risks to the shared information.
  • This software has no approval system and business process routing. For example, multiple person operations with approval processing didn’t cover enough.
  • It can’t cope with large clients. For instance, this tool is slow to notice the risks.
  1. Pipedrive

Pipedrive is a simple sales CRM for life insurance agents. It helps to manage business processes and gain a clear vision of your sales process and to pay attention to the most important issues.

Features

  • Easy-to-use and totally user-friendly software.
  • Your team may access this insurance commission software from various devices.
  • Easily integrates with Google apps to simplify direct sales and the management process.
  • Sales pipeline methodology with a few stages to track the progress and prioritize the process. Also, you may view the results of each employee.
  • It helps you to choose the most needed activities and to concentrate on the issues that have to be improved.
  • Users may close deals simpler with the app’s Timeline View.
  • Good security.
  • This CRM for life insurance agents is available in 13 languages.
  • A robust API for the great integration.
  • It is easy to import your content and data to this software and to export from Pipedrive to other websites.

Disadvantages

  • The software does not integrate with Outlook Calendar.
  • It doesn’t allow to store deals, contacts.
  • Bad email integration and not a good platform for the management of insurance client database.
  1. Zoho

This is an award-winning insurance brokerage CRM to engage potential clients and meet their needs. It involves sales and contact management and delivers overall control over these processes.

Features

  • The main screen involves 10 components, and the user may customize the dashboard to align with specific business needs.
  • Fits all types of companies: from small to the big one.
  • Automation of daily activities.
  • Real-time quick updates.
  • Users may broaden the functionality of this software by sync it with common apps involving Mailchimp, Microsoft Outlook, QuickBooks, and Google Apps.
  • Simple to use, cloud-based, and affordable.
  • Cost-effective.
  • A flexible tool with great reporting.

Disadvantages

  • Limitations on how dashboard sections may be displayed.
  • Few bugs that prevent things run smoothly.
  • Paid customer service.
  • Lack of additional features, the only basic set of functionality.

So, pay attention to the collaborative tools, flexibility and price issues. Some companies need specific opportunities to share customers’ data with their peers. Some organizations want only basic features and easy-to-use software. Take your time to look through our descriptions to evaluate all pros and cons.

TOP 10 FUNCTIONS OF A CRM

Combing through the multitude of CRM options that insurance agents have at their fingertips, we were able to come up with 10 main functions that many CRMs share. Not all CRMs will offer every function, but some might if you’re willing to pay a higher monthly price for it. This makes it even more important to compare CRMs, especially if you need your CRM to have multi-use functionality in addition to just storing contact details.

1. Tasks & Calendar Notifications
Beyond just collecting contact details, a good CRM will keep you on track by sending or displaying appointment reminders and other important to-do’s. Without reminders, agents are stuck writing down meeting dates on Post-it Notes, juggling a stack of paper reminders between several places – not exactly an efficient process for keeping track of appointments. This function is perhaps one of the most important aspects of a CRM that makes it more functional than a spreadsheet.

2. Reports
Wondering how many leads are going from one disposition to another? Do you know how many leads you sold last month or how many leads became qualified (warmer) leads? If you don’t track your metrics, how will you know what to improve upon? Agents should be running reports weekly or monthly to figure out how efficient their sales process is and to see if their long-term performance is holding up or beating their averages.

3. Lead Dispositions
Unfortunately, not all leads are ready to buy the moment you ask them to. This is because all leads lie somewhere along a spectrum of “not interested” to “ready to buy.” Labeling a lead based on where they are at in the buying cycle can help an agent decide which leads to prioritize and follow up on. Most CRM dispositions are customizable, but usually you will find the traditional dispositions like ‘cold,’ ‘warm,’ ‘hot,’ ‘not interested,’ or ‘call back.’

4. Email & Autoresponders
Some of the more advanced CRM packages contain email capabilities that allow agents to readily contact leads without leaving the CRM or switching over to another program. This promotes time efficiency, especially when combined with autoresponder capabilities that send automated messages to leads based on certain conditions or actions, such as a change in dispositions or emails received from the lead to a specific email inbox.

5. Calling or Dialing Out
Built-in calling or dialing features can also promote time efficiency by allowing agents to simply contact any lead or client in their CRM without having to load up their dialer software or whip out their cell phone. This also helps agents potentially save thousands by cutting down on duplicative software like the aforementioned dialing software.

6. Commissions Tracking
Some of the more advanced CRMs also help agents track their commissions by assigning specific companies, plans, or premiums to the lead’s file. Besides helping agents with their tax liabilities, tracking commissions can help an agent figure out which company hasn’t paid commissions on a particular case. Remember, insurance companies make mistakes. Don’t let their mistakes rob you of your rewards for helping others with their insurance coverage.

7. Lead Routing for Agencies
Not important for the one-man show but certainly for the small to larger agencies, lead routing helps channel the flow of leads to the right agents. If you have a strong closer or more experienced agent in your agency, routing the warmer or “ready to buy” leads to that agent will help ensure your agency closes more leads in less time.

8. Workflows
Workflows are the latest feature to be popularized by CRMs, enabling agents to automate certain actions based on the lead’s disposition. Maybe you want an introductory email to go out to every new lead entered into your database, or perhaps you’d like all new clients to receive a customized direct mail card welcoming them to the team. Workflows give agents a set-it-and-forget-it system that helps channel leads through the buying cycle, nudged by constant reminders and communications.

9. Document Attachments
Not as important as task reminders, the ability for a CRM to allow documents to be attached to individual cases can help an agent keep track of rate increases, personal correspondences, or policy updates. Simply attach documents to the customer file and easily view anytime. This will help keep all files and paperwork in one easy-to-access place.

10. Sync with Google or Outlook
This can be one of the most helpful features of a CRM. If you have a specific email provider you like to use, this feature allows the CRM to sync with your email provider so you don’t have to constantly switch between programs. Some CRMs can even identify emails and assign them to prospect accounts, allowing agents to seamlessly view all correspondences for a given case.

Why Insurance Agents Need CRM Software

Nowadays, many successful companies exist under a client-oriented business model, where they focus on customer’s preferences. Old-fashioned approach of focusing on products over people eliminate possibilities for the company to grow. Insurance agencies that have used insurance client management software see positive changes in their workflow.

For example, they’ve improved customer support, get more deals and found new ways to engage their target audience. Plus, as clients require more personalized treatment, agents will stuck to cope with customers’ needs without a CRM system. CRM for insurance agents frees up the employees and helps to focus on the main goals.

In addition to 10 major features, you will find other features that can be integrated into a CRM, such as:

  • Quoting tool integration
  • Web conferencing integration
  • Newsletter or mass mailing capability
  • Direct mail services
  • SMS texting capability
  • Social media analytics
  • Data appending services

These extra integrations can often mean more money, but may deliver more functionality for the agent looking for an all-in-one software that increases efficiency.

The Guide to Setting Up & Using Salesforce CRM for Your Business

Salesforce is a CRM application that helps businesses manage their sales, marketing, and customer service. CRM is one of the most important tools in any business. It can help you grow your business by providing a clear overview of your customers and their needs.

The process of setting up Salesforce for your business is straightforward and can’t be done in an hour or two. There are many tutorials available on the internet to guide you through the process step-by-step.

Why do you need Salesforce consulting company?

Salesforce consulting companies like MagicFuse are a necessity for companies who want to become more efficient, productive, and successful. These consultants can help identify the tools you need and then install them in your system. They have experience with the many facets of Salesforce and can help you find the best application for your company.

Why Salesforce CRM is the Best Option for Your Business

Salesforce is the industry-leading CRM provider. It offers a complete, unified customer engagement platform that drives sales and marketing effectiveness, accelerates business growth, and simplifies IT management.

Salesforce is one of the most popular CRM providers. It has an extensive range of features that are designed to meet the needs of every type of business. The benefits of using Salesforce include:

  • Ability to manage your contacts
  • Ability to create reports
  • Track leads and opportunities
  • Automate repetitive tasks
  • Manage all your data in one place

How to Setup Salesforce and Optimize it for your Business

Salesforce is a CRM and marketing automation solution. It can be used to manage your sales and marketing activities.

Salesforce has some inbuilt features that can be utilized to optimize the business process of any company. Some of the best practices for setting up Salesforce are:

  • Define your sales process and identify what data you need from it
  • Define your marketing process, identify what data you need from it
  • Connect various apps to Salesforce with help of API integration or web connector

Mastering the Essentials of Marketing with Salesforce and How It Can Help You

Marketing is a complex and ever-changing process. It is important for marketers to use AI in their marketing strategy to help reduce the time and money spent on it.

AI can help marketers with many tasks such as content generation, lead scoring, and more. Marketing automation software such as Salesforce can be used to manage all of these aspects of marketing in one place.

How to Use Sales Cloud to Provide Better Customer Experiences & Achieve Your Goals

Sales Cloud is an application that provides a great customer experience and helps you achieve your goals.

Salesforce is an application that has been designed to make it easier for sales teams to manage their sales pipeline. It also provides opportunities for cross-selling by making sure the right information about products or services is available when needed.

Sales Cloud is a platform that can be used by sales professionals to provide better customer experience and achieve their goals.

Summary of Benefits Gained by Using a Properly Set-Up Sales Cloud Platform

A sales cloud platform is a software that helps sales team to manage their leads, contacts, accounts, and opportunities. It also assists in tracking the deals and automates the workflow process.

Sales cloud platforms can help businesses in many ways:

  • – Lead generation
  • – Tracking deals
  • – Automating workflow process
  • – Improving customer service
  • – Generating reports on lead activity

Things to consider before starting a retail software development

There are three aspects to consider when developing the right retail software: the operational aspect (Is customer relationship management effective?), the collaboration aspect (Does communication between employees, customers, suppliers, and partners improve?), and the analytical aspect (Does data analysis become easier?). Among the retail software development services on the market, how to select the one that will help increase the productivity and commercial efficiency of your company?

What tasks will your business solve using retail software?

  • Gathering sales data in a shared database, in a single view
  • Segmenting the target audience and building customer portraits
  • Providing immediate response to customer inquiries
  • Generating personalized recommendations and offers for the buyers
  • Making sales forecasts

All these functions of retail software, in most cases, are aimed at customers. For example, such retail software as CRM works within the company: integrated with financial tools, it accelerates preparing reports, automates staff work, and improves communication between departments through a common information field.

All retail software can be divided into two large groups: boxed products (ready-made solutions) and custom software. And it is clear that to choose a custom retail software, you must find a quality supplier of retail software development services and have clear goals. Just the choice depends on the objectives of your business and the requirements which software must meet. Below, we have prepared some tips about software development.

Customizable and flexible retail software: does it really matter?

It all depends on the needs of the company and employees. Indeed, the customization needs are not the same if the retail software is used by one department (e.g., sales representatives only) or several departments with different modes of operation, which may need to be adapted. In any case, simple, ergonomic, and intuitive software is preferred.

In addition, to ensure that your retail software is open to other tools, it is interesting to see if it has an application programming interface (API). The IT department should be able to measure API needs and interoperability or technical barriers with the chosen retail software solution. For example, APIs allow interoperability with ERP, other software, or a website.

Compare the features offered by custom retail software

It is important to select its features according to the needs and use of each. By grouping the different features by topic, it allows you to put a rating of importance for each criterion and make a complete comparison to see more clearly. The main groups of software features most often are:

  • Database of contacts and companies: multi-criteria search, history of exchanges and changes, import/export of Excel tables, synchronization with another database, sorting, adding favorites, a tool for merging companies or duplicating contacts, etc.;
  • Commercial pipe management: monitoring the evolution of opportunities, creating personalized quotes, etc.;
  • Marketing campaigns: the creation of personalized campaigns, interface with mailing tools, automation of actions, etc.;
  • Sales cycle automation: automatic email/phone reminders, document storage (sales proposals, letters, etc.), overdue action reminders, signature probabilities calculation, etc.;
  • Data analysis: dashboards, data summaries with graphs, commercial reporting, custom queries, ROI analysis, etc.;
  • Workforce planning and management: general scheduling and general agenda, managing employee absence and expense reports, requesting and confirming leave / RTT, managing roles and access rights, hierarchy, etc.;
  • Additional options: interface with social networks, API call, links to Google Maps;

Custom retail software options that matter

Simple options or parameterization options are useful for increasing the productivity of your team. That’s why you need to learn about some features that can make a difference. If we talk about CRM, for example, social media interface, available on all types of support (mobile CRM, laptop, desktop, etc.), link to email software, synchronization with employee calendars (Office 365, Google Calendar…), related mobile apps, etc.

You’ll find that usage of custom CRM software is a detail that facilitates appropriation and long-term use. And let’s dive deeper into the retail software development topic on the example of these systems by Fideware.

CRM software: security, data storage, and backup

Depending on how the CRM software is obtained, it is important to question the security of the stored data. In the case of purchasing CRM software in SaaS mode, the publisher will take care of the location of all the data contained in the software. Therefore, it is preferable to check the level of technical skills and experience of the publisher, the location of data centers, the frequency of data backup, the technological partners of the CRM software publisher (vendors, training, support…). This step should not be overlooked. A data leak or loss can be an actual blow to the company.

If you’re still hesitant, test them out

It can be helpful to try the CRM software before you buy it and mobilize all its employees. Having different departments that will use the CRM software to do the test allows you to have feedback and comments and take comfort in your decision.

Why choose a custom solution from Fideware

  1. Easy-to-use retail software: With the advent of new technologies, your employees will have the perfect ease-of-use interface that you customize yourself to meet your needs.
  2. Comprehensive dashboards: you will be able to track, analyze and understand your customers’ journey.
  3. All your services will be connected: the CRM will be able to connect all your business processes to initiate the perfect collaboration of your services and increase efficiency.
  4. Smart tool: by creating lists that you will customize, you will be able to monitor your opportunities or consider new marketing campaigns by planning them.

Custom CRM systems are easily integrated with the IT infrastructure of the business, contain a package of options necessary for a particular business, and protect customer data. Many business owners appreciate the benefits of CRM.

By following all of these tips to choose your custom retail software, know that the more the solution is considered, the more effective and flexible the implementation will be. Measuring your goals and determining your needs lets you know which features are necessary and which are not. However, some steps in the custom retail software selection process are not negligible: checking the vendor’s reliability and experience, testing before buying, etc.

How CRM Improves your Lead Generation Flow

In today’s business marketing, one of the critical element that drives the business momentum is Lead nurturing.

According to Andre Pino’s,

A process by which leads are tracked and successfully converted into sales-qualified leads is known as Lead Nurturing.

No matter how your agency or business gets leads, you can always contact those leads once and wait for their response. Lead nurturing is just a process, but it really works.

Marketo: Companies excelling at lead nurturing generate 50 percent more sales ready leads at a 33 percent lower cost.

Marketing Sherpa: 79 percent of marketing leads never converts to sales. The main reason behind the poor performance is the lack of lead nurturing.

Lead nurturing is a process of dealing with qualified leads to make the conversion rate more apparent, but at the same time to make sure that you are gaining the business of customers when they’re ready.

CRM for Lead Generation

CRM software is a very useful tool that simplifies the management aspect of business. If you have implemented the right CRM then you’ll definitely get improved results in sales, close more deals and increase real time decisions and predict accuracy. With a solution like Soffront CRM there is no magic formula to nurture customers and generate qualified leads. However there are chances to get into deeper customer data to improve sales initiatives.

6 Ways How CRM Nurture Lead Generation Process?

An efficient Customer Relationship Management system offers a number of functionality at an affordable price. A CRM impacts a business significantly. It helps in nurturing leads and building better long-standing relationships with customers even before interactions with the sales team happen.

  1. Find the right customers.
  2. Build more sustainable relationships.
  3. Reduce the cost of sales.
  4. Increase employee productivity.
  5. Offer better customer service.
  6. Improve customer retention.

Effective Marketing Campaigns

According to the latest CRM analysis of reports, businesses nowadays have realized the impact CRM software has on Marketing. Whether it’s about taking advantage of segmentation features to build shared groups of customer targets and enhance the messaging of campaigns, or profiting from the opportunity pipeline and campaign reporting. With CRM, you can fulfill your business objectives by providing yourself deeper fact based insight into your customers and prospects. CRM gives a detailed look at the opportunity pipeline which can be aligned with every opportunity to a specific marketing campaign.

Tracking Leads

Every CRM follows its own process of tracking and managing leads, and letting you see the status of the leads and where they’re in the process. Like sales, leads records can be tracked like the number of customers who were contacted in the past month or week, what was discussed, customer’s queries, and others. Specific reports can be generated and analyzed based on it.

“A 5% reduction in your customer defection rate can increase profits 25%–85%.”

HARVARD BUSINESS REVIEW

Companies can fulfill its goals with the help of CRM and improve the quality of leads as well. From both the sales and marketing departments, there should be a definite goal to enhance lead quality of more sales and revenue. You crm helps you to get quality leads and identify which actions are eventually translating into lead and then to a sale. Using those data, leads can be fast-tracked by the sales process to help you more economically and ensure you successfully reach your sales goals.

There are many more ways of improving the lead generation with a CRM. But the most important being CRM to be the the main pivotal point of lead generation, which not only helps in generating quality leads but, it enhances the sales process, ensure better conversion rates and helps close more deals.

Why should Small business owners opt-in for Salesforce CRM?

Is yours a small business? If yes, then during the initial stages of business growth, the client contact book is an essential asset. You have to search for prospects and convert them to consumers.

Is yours a small business? If yes, then during the initial stages of business growth, the client contact book is an essential asset. You have to search for prospects and convert them to consumers. It is in addition to your current customers who provide you with ample business. Right at the start, a small business will have their prospect list, which they want to convert into loyal customers. The customer details are available in business cards, documents and spreadsheets. After this, there’s the contact management application. And it addresses all the necessary tasks, i.e. store the names as well as other personal details.

However, it is essential to have a systematic CRM platform that results in proper customer management. Other than getting connected with customers, it also allows small business organizations to carry out business with them. An organized CRM platform offers scalability and speed as your small business set-up expands and develops more work opportunities. It works akin to a map and compass for a small-scale business. You exactly know where the target customers are and the path you have to take for ensuring customer delight. You also get to know the obstacles that will come in your way to cater to customer requirements. Salesforce is one of the best CRM platforms for small businesses. To know more about this, you can check out Flosum.com. 

Enables efficient selling

Can you think of having a detailed and clear view of each customer with just one click? Can you imagine viewing all the records of their earlier communications with your brand, the order status, pending invoice, transaction accounts and many more? You can witness precisely this and other benefits with the Salesforce CRM. Over the years, Salesforce CRM solution has helped both established and small-scale businesses as well.

Salesforce CRM has more to offer other than saving contact data. You can use it to qualify the leads and ensure that you channelize the efforts correctly. It will prompt you to take appropriate actions at the correct time. It means that you don’t fail on a business follow-up call or assessing the deal progress. You can’t convert every prospect into a customer. However, using this CRM tool, you will have a detailed insight into all your actions, which helps you to enhance your sales strategy. The tool collects and analyses the data that it stores, enabling you to improve and fine-tune your sales strategies at an ongoing basis.  

Streamlined IT infrastructure 

No small business owner wants to make limited profits! They want to expand and grow. For this, small business houses or organizations have to share their CRM information with their staff and colleagues, have access to the latest data, collaborate for sales strategies and many more. Businesses need to know about the latest data as they are working with their tablet devices and Smartphones. 

To search for a software solution in-house, which will attain all these is a difficult task for established organizations. Hence, small-scale companies are bound to find it more challenging. It is here that the Salesforce CRM tool comes handy. It helps companies to create mobile apps for their customers and business as well. That way, you can leverage the “micro-moments” of the business productivity all through the day. When you develop the employee Smartphone apps that get targeted at particular tasks, the organizations globally witness good savings.

Customer service that’s aware of social media

When a small business is expanding at a fast pace, managing excellent customer service is challenging. Salesforce, with its cloud-based CRM solution, resolves this problem. It helps the company to have a compact and detailed view of the current and prospective customer’s activity on social media channels, such as LinkedIn, Twitter and Facebook.  

When it comes to responding to these platforms directly, businesses can make use of the insights for predicting all the future patterns and trends. They can anticipate questions and arrive at solutions. The moment there’s an issue, they can use the cloud-based CRM tool to offer customer service through social media. It makes the user experience agreeable and smooth. Salesforce, with its Desk.com, helps small business owners to manage their customers better and expand their business as well.

Flexibility with business growth 

No small business wants to keep on earning the same revenue! The company will make growth strategies and experience expansion, as well. When that happens, the CRM platform also needs to expand. As the company then will start to outgrow the “small business tools” and need advanced tools to address the new business requirements and client demands. Salesforce CRM gets built to scale as the business expands. It provides all the required features and apps that the small business needs as it starts to grow. Running on Cloud, it’s flexible and easy to use.

Small business owners can have access to this CRM tool anytime and from anywhere. The customer data also gets updated from time to time. It means that the company has access to the latest information at their fingertips. Also, there’s no need to fret about the cost of installing, updating and managing the solution. Salesforce comes with the Sales Cloud, which provides you with many ways to create a platform for your organization’s growth. The Salesforce AppExchange has several paid and free apps that you can integrate into your CRM system based on your budget and business requirement. Some of the apps carry out functions like signing a document, invoicing and incorporating with other famous applications like Outlook. There’s the Salesforce Platform which allows the small business owners to come up with their customized apps. 

In conclusion, most small-scale business owners often think if the Salesforce CRM solution is the next best step they need to take. The truth could be yes for most of these business houses. 2020 onwards, the business domain will witness dynamic changes in the entire history of CRM. And that makes business owners to opt-in for advanced and affordable CRM solutions. From managing tasks to leads, CRM makes it easy for a company to expand and provide the best customer experience. And Salesforce, with its advanced features and apps, is paving the path for small business houses to accomplish their goals effectively.