Review the below resources and address the questions that follow.
https://www.avidian.com/crm-solutions-by-industry/insurance (Links to an external site.)
sb_whitepaper_insurancecrm.pdf
Evaluating CRM Solutions:
http://www.businessnewsdaily.com/7839-best-crm-software.html (Links to an external site.)
https://youtu.be/OiYtQ_Tq0Dk (Links to an external site.)
https://youtu.be/2Ft1GIhqWOE (Links to an external site.)
Questions:
What are CRM Software Solutions and how are they used?
What are the benefits to an Insurance office to implement a CRM solution?
Review the following and identify the top three reasons, of at least three of the software solutions presented below, to justify the implementation of their programs:
https://radius.com/ (Links to an external site.)
https://www.zoho.com/crm/ (Links to an external site.)
http://www.nexj.com/industries/insurance/ (Links to an external site.)
http://www.agencybloc.com/ (Links to an external site.)
http://www.claritysoft.com/features-crm/ (Links to an external site.) (Links to an external site.)
https://getbase.com/why-base/ (Links to an external site.)
What features do the solutions offer that you think are essential? What are least essential?
Provide an analysis of which solution you think would be best for The Rock Insurance company and why.
Rubric: RubricCRMsoftware.docx
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