Monday, December 3, 2007

Leadorganizer - CRM Software Functions - 4

CRM Software Functions and CRM Software Features we are talking here and as part of it’s features we talk about Lead Capture, Lead Distribution and Lead Management.
In our today’s talk we are going to talk about leadorganizer as features of CRM software functions. CRM Software consist of different features we talked before, leadorganizer is very important and crucial part of it.

Leadorganizer is consisting of CRM, SFA and Lead Distribution. CRM part of leadorganizer is focused on contact management, document management, time management, agency work-flow automation and communication tools.

With reference to CRM Functions, SFA is part of leadorganizer. Sfa includes lead management, communication tools, scheduling, performance tracking and marketing tools. Leadorganizer sfa also integrated with an enhanced instant term life quoting tool, paramed order and auto fill applications.

Lead Distribution is also important part of leadorganizer. Leadorganizer automatically route or distribute leads to the right agent in team based on a set of configurable assignment rules. This helps the sales team to get qualified leads and reduce manual assignment.

We can say that as part of crm software, Leadorganizer is having nice combination of crm, sfa and lead distribution features in it.

ref: crm software functions flow

3 comments:

Lee said...

Hello,
I like your blog on Leadorganizer. I love to read about your discussion on Lead Management. I like your post on Leadorganizer - CRM Software Functions as a part lead management. I have read your previous post on Lead Capture as features of CRM Software and LeadOrganizer.

Unknown said...

Hi,
Your blog on CRM Software Functions is very nice. I also like to visit http://www.leadorganizer.net/. I like your post on CRM as a part of LeadOrganizer.

Anonymous said...

Hi,
Such as nice blog you have here on CRM Software Functions. It is very useful for all. I always start my surfing with your blogs because I know that you put your 100% effort for your each articles on Insurance CRM Software . I am really impressed with your this much great effort.