Prospect Management and Tracking Software, Vertical Sales Management.
Vertical Sales Management gives you the power to outperform across your agency.
Vertical Sales Management prospect management and tracking software provides a complete view of customer interactions across your entire organization—from sales and marketing to customer service and support—to help you acquire, retain, and develop profitable customer relationships. Whether your employees are conducting an in-person sales call, creating a marketing campaign, responding to a billing inquiry, or resolving service issues, prospect management and tracking software they'll always have the information they need to perform their jobs effectively and deliver outstanding customer experiences.
Vertical Sales Management prospect management and tracking software is a powerful new web-based tool that gives owners, sales managers, producers and account managers complete control over client and prospect management. This breakthrough system combines contact management, call tracking, account progress interfaces and interoffice communications into one premier system that accelerates the sales process dramatically. Prospect management and tracking software gives everybody in your organization instant access to the information they need to succeed. And it provides managers with up-to-the-minute status reports on all activities, for real-time accountability across the agency.
Share information easily with multi-user web based access.
Provide employees with more secure multi-user access to customer, lead, and opportunity information. With web based prospect management and tracking software from Vertical Sales Management you can access your information from virtually any internet connection. Anywhere, anytime.
Increase efficiency with Vertical Sales Management prospect management and tracking software. Stay in touch with clients and accelerate the sales process.
- Client and Policy Information
- Underwriting Details
- Historical Perspectives
- Referral tracking
- Automated Reminders regarding critical contact and renewal dates
- Complete View of what is in the pipeline
- Tracking the marketing marketing effort
Vertical Sales Management gives you an immediate and comprehensive overview of your marketing efforts. Using our prospect management and tracking software you can track the current status of all new business and renewals via the Pipeline. It tells you which account is at what stage, and automatically brings forward files for immediate action, automatically informing everyone who needs to know. Our powerful prospect management and tracking sofware means nothing slips between the cracks, in the hectic day-to-day of business. It means a higher closing ratio and more satisfied customers.
Imagine how productive your agency will become, when you have the kind of hands-on prospect management and tracking software Vertical Sales Management brings to bear in the daily management of your marketing and management efforts. Vertical Sales Management offers far more than a simple contact management system. Our prospect management and tracking software also helps proactively drive your marketing efforts, service existing business, assign tasks to associates, analyze performance levels and much more. Try it yourself, and see how it gives you the power to outperform