CRM Evaluation

CRM Market insights and Vendor overview based on best practice criteria for insurance CRM. In addition, recommendation of CRM software based on your company’s specific CRM needs.

Are you asking yourself

  • How do I get an overview of CRM vendors and the functionalities they offer?
  • What are the specific CRM needs of our company?
  • Which CRM best fits the needs of our company?

What you will get from us:

  • Meet CRM experts to gain insights to CRM best practices for insurance
  • Receive a tailor-made CRM needs list and prioritisation
  • CRM Vendor recommendation based on insurance and company specific criteria
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Our Approach

  • CRM Experts

    Consultants specialized in process analysis and CRM certified.

  • Start Analysis

    Business process and CRM needs analysis.

  • Recommendations

    CRM Market Radar for CRM recommendation.

  • Expand Analysis

    Additional vendor evaluation (optional).

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Our experts

Let's get in touch

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    2. Meet with us

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    3. Get a tailormade offer

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