Manage customer information and take appropriate approaches according to the situation

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For example, if you want to re-approach potential customers who meet certain conditions, you can extract segments like the one below in the CRM system. Extract customers who were added to the list within the last year Extract customers who have had a business negotiation Extract customers who have submitted quotes Extract customers who considered but did not enter into a contract The great appeal of CRM systems is that they can extract information based on specific conditions from a huge amount of customer data.


In particular, when it comes to customers who have "rejected a contract," the current relationship is often severed. However, by using a CRM system, you can easily check the "date and content of your uruguay telegram database last interaction with the customer" from a database list, and create a new plan and approach the customer from a different angle. In this way, by creating a plan and approaching them tailored to the extracted segment, the conversion rate to applications, etc.


I will increase. Improve business efficiency For insurance agencies, after-sales support for existing customers is essential. For example, they need to "contact customers about regular insurance renewals" and "check whether there have been any changes to the contract contents" and propose the best insurance contents for the long term. Many agencies communicate this regular update information by various methods, such as postcards, emails, telephone, LINE, etc. However, insurance agencies with many customers take a huge amount of time to accurately grasp individual customer information and respond to each one in a way that suits them.