Sales Force Management
An Enterprise Content Management (ECM) sales force management solution allows your organization to manage multiple distribution channels, providing the tools needed to collaborate with agents and brokers. It also helps handle commissions and in-force business so that your organization can increase multi-channel service delivery, grow premiums, and generate new business. ECM solutions enable users to completely track, monitor, and maintain policy and client documentation and information so that it is fast and easy to retrieve when it is needed. With an ECM insurance solution, your organization will always be able to recreate the paper and information trail that leads to successful insurance negotiations and deal closings.
Meet your Business Goals
- Improved customer service
- Efficient campaign planning
- Increased market share
- Increased sales leads
Key Performance Indicators
- Customer retention
- Customer satisfaction
- Market saturation
ECM solutions from OpenText for sales force management deliver this functionality with the following components:
- Software: Business Intelligence, Document Management & Collaboration, eLearning and Corporate Training, Knowledge Management, Workflow
Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.
