The Process of the Benefits Industry
The Power of Microsoft Dynamics™ CRM
Customer Relationship Management (CRM) is a framework to organize your team's sales, marketing, and customer service processes. Group Benefits CRM combines the award-winning power, flexibility, and intuitive toolset of Microsoft Dynamics™ CRM with the benefits information you need, structured in a logical way that makes it easy to run your business.
What does this mean for you?
With Group Benefits CRM you can go to one place to know the status of your
- Clients
- Policies
- Members
- New Business and Renewals
- Carriers, Wholesalers, and Service Providers
- Products and Services
- Client Issues
- Leads
- Marketing Campaigns
- Producer Performance
With Group Benefits CRM you can do all of this right inside Outlook, in the office or on the road.
With Group Benefits CRM you can view your data in practically any way you can imagine, and information that used to take days to develop is available with a click or two.
Call Power Time today for a live demo of Group Benefits CRM.
Microsoft Dynamics™ CRM
Group Benefits is based on Microsoft Dynamics™ CRM. Microsoft Dynamics™ CRM can be hosted on your company's server or on Microsoft hosted servers. As a Web-based solution, you can access your information anytime and anywhere. You will be able to communicate more effectively with clients and collaborate more efficiently within your company. And, of course, you get all the great features built into Microsoft Dynamics™ CRM.
Features:
- Outlook Integration
- Security Roles
- Multi-language
- Multi-currency
- Workflows
- Activity Management
- Database Management
- Report Management
- and more...
As a Microsoft Certified Partner for Microsoft Dynamics™ CRM and with over 20 years
experience in customized Customer Relationship Management solutions,
Power Time is uniquely qualifed to satisfy your CRM requirements.