LIFE INSURANCE INSURTECH
4 TIPS TO BUILD BETTER CUSTOMER RELATIONSHIPS USING INTELLIGENT CRM An Intelligent Customer Relationship Manager can take your business to the next level BY ADAM EDMONDS
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Your CRM system knows your customers better than you ever will. Let it automatically prompt you with timely, appropriate reasons to call your clients.
very business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) that is tailored to those needs in order to deliver exceptional customer service. Integration is the cornerstone of success for any CRM strategy, and investing in a sound, intelligent CRM is a surefire way to guarantee consistent conversions and longevity. Here are five ways investing in intelligent CRM will help you maximize productivity, deepen client relationships, and ultimately increase your organization’s profitability: Never miss another milestone According to one customer experience study by Right Now, 68 percent of customers leave if they feel you don’t care about them. Integrated CRM pulls data from back-office systems and third-party applications, doing all the heavy lifting so you never have to miss another milestone that could make or break your customer’s loyalty. Let it automatically prompt you with timely, appropriate reasons to call your clients, whether it’s a birthday, upcoming retirement, or the birth of a new family member. AI automates so you don’t have to Intelligent CRM with built-in AI offers many benefits, chief among them is the cost-effective and efficient ability
30 | CALIFORNIA BROKER
- CalBrokerMag.com -
MARCH 2020
