Extend your management system and more closely manage your sales pipeline. Built 100% natively in the world’s #1 CRM platform Salesforce, Applied CRM is a cloud-based, analytics-driven CRM built for insurers and MGAs. With Access to Salesforce AppExchange, you can integrate additional applications to further expand your sales and marketing strategy.
For product support or billing-related questions, please call us at 414.446.3999 or email TechCanary@appliedsystems.com.
Key Benefits
Capabilities
-
Opportunity management
Get a complete view of your team’s deals with Opportunity Management. See stage, products, competition, quotes and more. Stay connected to the people and information you need to close every sale.
-
Lead management
Track your leads from click to close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.
-
Reports and dashboards
Dashboards offer a real-time picture of your sales at a glance. Dig deeper with detailed reports that anyone can create – and can access from anywhere.
-
Sales forecasting
Fast, easy, accurate. Get a real-time view into your team’s forecasts. Use in-line editing, override visibility, multicurrency support and more to stay on top of your business.
Ready to Learn More?
Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.