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Who is Insight for CRM designed for?
With speedy access to producer data, INSIGHT offers improved time management and work efficiency for your entire team.
- Executives can quickly identify key customers and use top-level data to make informed business decisions.
- Managers can easily compare sales from year to year, measure customer ROI, and be better equipped to guide and empower the sales team for maximum performance.
- Associates have the power to review and manage accounts from anywhere, as well as cross-share information regarding the sales process and customer interaction.
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Have a question about something in INSIGHT for CRM? Here are some of the areas that have been added to the documentation.
What is Insight for CRM?
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Offering both AGRIS and CINCH integrations, INSIGHT channels accounting information into a customizable and intuitive dashboard, putting the power to make fast, data-driven decisions at your fingertips from anywhere, anytime.
Click HERE for a quick glimpse at how it works…
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To learn more about Insight for CRM click HERE. |
AGRIS and Insight Intergration Troubleshooting and How To
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