“Please hold” – Best Practices for Insurance Providers | Solutions Metrix

“Please hold” – Best Practices for Insurance Providers

best practicesJuly 30th 2020

Have you factored 🎶Muzak🎶 in your customer service offering? Well, if your agents are consistently putting your customers on hold to retrieve profiles over a few different systems and platforms, you should! It is well known that companies are using various strategies to attract, service and retain customers, so ambiance might be a relevant business […]

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Why Creatio is Ideal for Insurance Brokers

CRM ROIJuly 30th 2020

Bringing the pieces together  Have you ever had to login to your sales systems only to toggle to your marketing database before accessing a client file on your phone? Individually, these systems work pretty well; they do what they’re supposed to do. But it’s the 360° view that gives you an edge; having the whole […]

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The 7 golden rules of a successful CRM project

CRM Implementation: The 7 golden rules of a successful CRM project

best practicesSeptember 7th 2017

The importance of a CRM system To wonder if having, or not, a CRM system is now almost being an obsolete topic considering the number of assets of having one. In order to increase your chances of success during your project, you better start thinking about “how” : your implementation strategy. However, if you aren’t […]

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SalesManagement- Dashboard

CRM Dashboard – The Best Friend of Sales Teams

best practicesApril 20th 2017

What is a Dashboard?   Figures are vital to secure the implementation of any project. They have many virtues: they allow you to anticipate, to pilot, or if needed, to change tack along the way while managing your business. As a company leader, you must have a clear vision of the way awaiting for you […]

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CRM Retention - Solutions Metrix

How to increase your retention rate and decrease your support expenses ?

best practicesApril 3rd 2017

Whatever your business is, your priority is to find new ways to increase your turnover. But many companies focus on new customers without efficiently taking care about existing ones even if it’s less expensive. Why are we focusing more about getting new customers? Ironically, the tendency is going toward an increase of investments for generating […]

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5 good reasons to invest in a CRM system

best practicesFebruary 23rd 2017

A CRM solution is a database that support centralizing, securing and managing your customer related data. This type of software will help you to structure your business and to increase significantly your performance. As a marketer, you are most probably familiar with a CRM software. If not, you don’t have to worry because we will […]

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Customer love - Solutions Metrix Blog

CRM Software: How to increase your clients’ fidelity?

CRM FeaturesFebruary 14th 2017

Since the 70’s, customer satisfaction is the core of all marketing strategies. Related to the quality or the value of the product, it has long been considered as an automatic factor of customer’s loyalty, with the idea that a happy customer is a captive customer. This is obviously not accurate anymore in a current context […]

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CRM Strategy: Do you know well your customers?

best practicesOctober 21st 2016

You are already used to consolidate your database by adding listings of contacts. But in order to be successful with your marketing and sales campaigns, did you spend enough time to know well your prospects as well as your clients? During the prospection, the follow-up, or the retention of an existing base, it is critical […]

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Keep a Close Eye on Your Leads with a CRM

Keep a Close Eye on Your Leads with a CRM

best practicesJuly 25th 2016

Lead Management: Reason for Being and Purpose In this increasingly competitive economic environment, your daily priority is to generate enough leads and to convert them into opportunities. Implementing a CRM (Customer Relationship Management) is definitively the technology solution that will simplify your life and enable your sales representatives to be autonomous and effective. CRM: Optimize […]

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CRM- Tool

CRM: An Indispensable Tool for the Sustainability of Your Organisation

CRMFebruary 23rd 2016

CRM (Customer Relationship Management) is a set of systems for optimizing and maintaining relationships between a company and their customers, which develops loyalty and increases company revenue. CRM implementation allows each department within an organisation to reach system information and offer better customer service by offering products or services best adapted to the customer’s expectations. Customer Relationship Management – […]

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CRM Tools: How to Evaluate the ROI of a Good CRM

CRM ROINovember 2nd 2015

CRM has become a big part of most corporate companies. It is a useful tool in improving the relationship between the company and its clients. Most of the general public however do not know what CRM is all about. This article is meant to explain how one can evaluate the ROI of a good CRM. […]

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