iPipeline CRM for Distributors Description
Microsoft-Integrated CRM for Insurance. Automates sales processes & marketing campaign management. You can compare sales effectiveness activities to production goals. Superior, industry-specific user experience. Lead tracking functionality allows you to recruit new agents, profile prospects and retain agents. Use dashboard reporting to create relevant campaigns, segment accurately and use the dashboard reporting. Integration with iPipeline Agency Integrator. Use the data you already own in your company.
iPipeline CRM for Distributors Alternatives
CRMPRO
All employees should have one customer profile. Keep your finger on the pulse by using graphs and charts to show sales and forecasts. Track conversions end-to-end with personalized email, voice, or print with a personal touch. It works on any device. All you need is a mobile browser. Mobile bookmark Free CRM for quick access. You can view all of your sales activities in one place with our deal tracking tool and sales funnel dashboard. To help you create more effective CRM messaging, you can see where each customer is in the sales cycle. This includes their deal size, contact history, and even competitor information. Reports and Dashboards give you a clear, concise view of all the happenings. Targeted marketing campaigns can be developed based on customer history and customer profiles. Send unlimited emails to create email campaigns that include time-sensitive promotions or other opportunities. You can track your marketing in real time, improve the quality of your leads, and focus on it.
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PisaSales CRM
As part of the Engage Suite of the JustRelate CX Cloud, PisaSales CRM is an innovative, comprehensive solution designed to transform how businesses manage customer relationships. Catering to various industries, it integrates cutting-edge technology with user-friendly design to enhance sales, marketing, and customer service.
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InsuredMine
Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots
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ZoomInfo Sales
ZoomInfo Sales allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.
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Integrations
Company Details
Company:
iPipeline
Year Founded:
1995
Headquarters:
United States
Website:
www.ipipeline.com/products/crm-for-distributors/
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Product Details
Platforms
SaaS
Customer Support
Phone Support
24/7 Live Support
Online
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