Have you already taken basic steps within your company and in your business processes towards digitalization? Is your communication with your customers already based on web technology such as Pimcore, Drupal, WordPress or ZOHO? Does your sales performance depend on technology that operates smoothly?
How finja closed the CRM gap in its broker pool's system with Zoho
The broker pool's system managed finja's insurance contracts, but important CRM functions were missing, above all structured lead management and meaningful reporting. This is how a Zoho CRM closed that gap, with a broker structure and visibility rights built to fit and a clean connection to the pool's system.