If all your leads were high quality leads, what would that mean to your business? It could mean obtaining a deeper knowledge of who your target market is and where they are. It could mean a clearer picture of the buyer’s journey and identifying more opportunities to act upon. Essentially, it could mean more sales and more referrals.
Good news! With the help of CRM software all your contacts have the potential to become clients. This can be achieved using Opportunity Processes. These processes empower your staff with the information and guidance they need to manage a prospect through to a sale. By setting up a process with mandatory stages for staff to follow within the sales pipeline:
- Consistently deliver an outstanding customer experience, leading to more sales and referrals.
- Identify and act on opportunities and weaknesses with a clearer view of the sales cycle.
- Increase efficiency by attaching templates and documents for sending at a certain stage of the sales cycle.
In simple terms, Opportunity Processes acts as a support system to your insurance broker team, and can improve your insurance business’ opportunity of scaling successfully. CRM Opportunity Processes delivers the tools your team of brokers need to do what they do best, develop meaningful and loyal relationships with contacts and clients.
If you would like to know more on how a CRM could support your team of insurance brokers visit the Ebix SmartOffice CRM page, or get in contact with the Ebix team on firstname.lastname@example.org or +61 2 8467 3000.