Hello all. I am in my second year of insurance and have come to the realization that i need a crm. There are so many to choose from and it is overwhelming. Is Salesforce a good option? I am a life and health agent. I downloaded the trial version and noticed it focuses more on p & c and not so much life and health.
Any recommendations?
I like a lot of features that radiusbob offers but it looks and feels a bit clunky.
Content of insurance-forums.net
Any recommendations?
I like a lot of features that radiusbob offers but it looks and feels a bit clunky.
Comments
Post a Comment