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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Sibyl Surveys, powered by Signet Research Pulse, identifies customers who may be at risk and provides essential tools to gather vital insights that can aid in retaining and growing your customer base, enhancing your offerings, and optimizing resource allocation. You can launch various survey campaigns tailored to specific objectives, products, events, or customer interactions. Additionally, the platform allows for unlimited custom filtering of respondents and their feedback, enabling you to categorize your client list based on any variables you select. Over time, you can track and analyze both quantitative and qualitative survey data using personalized filters, such as customer characteristics, timelines, account managers, product types, and renewal schedules. Furthermore, you have control over who within your organization has access to your survey data, ensuring that sensitive information is shared appropriately. By leveraging custom data filters to segment your audience into distinct groups, you can effectively target the right individuals for product development initiatives and relevant marketing campaigns, ultimately facilitating a more strategic approach to customer engagement. This comprehensive functionality empowers your business to make data-driven decisions that enhance overall performance and customer satisfaction.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Signet Research

Country

United States

Website

www.sibylsurveys.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

Product Features

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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