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Vertafore Agency SalesTrack™ Improve lead tracking and forecasting to increase efficiency, revenues, and grow your book of business Created specifically for independent insurance agents, Vertafore Agency SalesTrack integrates with your agency’s management system to better manage leads and opportunities and better service your accounts. Sales Manager Producer Optimize your agency’s sales and marketing strategies In the July 2015 Forrester Research report, “Quantify the Business Value of CRM,” typical CRM marketing and sales automation benefits were calculated. Improvement ranges for both are shown below: Sales Benefits Marketing Benefits Increase campaign reach Reduce marketing costs 30 - 50 20 - 30 %% %% 15 25 20 30 % % Increase lead generation % % Reduce campaign execution time How can you improve your performance? Get social 46% of workers attribute increased work productivity to social media use in the office.1 Get rest Maximum work efficiency is achieved with an average 6.5–7.5 hours of sleep. 2 Get active People who exercise during their workday enjoy an average productivity increase of 23%. 3 Get automated One insurance company achieved a 50% increase in annualized premiums after implementing a sales management system. 4 Vertafore Agency SalesTrack can help your agency retain existing business and close new business. Want to learn more? Contact Vertafore today at 800.444.4813. Learn more 1. “Nearly Half of Information Workers Say that Using Social Tools Has Increased their Productivity,” Ipsos press release. June 7, 2013. Accessed November 10, 2015. http://www.ipsos-na.com/news-polls/pressrelease.aspx?id=614 Coulson, J.C. et al. 3. “Exercising at work and self-reported work performance.” International Journal of Workplace Health Management, 1:3 (2008): 176–197. 2. Kripke, Daniel, co-director of research, Scripps Clinic Sleep Center, quoted in Blue, Laura. “How Much Sleep Do You Really Need?” Time. June 6, 2008. Accessed November 10, 2015. http://content.time.com/time/health/article/0,8599,1812420,00.html 4. Microsoft Dynamics CRM results of customized solution. © 2015 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. VAM.IN.AST.1115 11724 NE 195th, Bothell, WA 98011 | P: 800.444.4813 | E: agencymarketing@vertafore.com |
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