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What is Pipedrive
Pipedrive is a sales management tool that helps you make more sales and organize your entire sales team, in order to boost your business’ productivity without effort. Pipedrive, in fact, is a type of CRM that everyone can use, thanks to its easy interface.
Benefits of using Pipedrive
With Pipedrive, you can: Manage your sales process Sometimes manage all your clients is hard, especially if you work with a busy sales team. Pipedrive helps you manage and track your sales activities. By using Pipedrive, you can record all your offers, deals, and the conversations with clients involved in the deal. With the sales process management tool, you can discover which activity needs your attention and prioritize the tasks.
Why should I use Pipedrive
Pipedrive is easy to use and is made to be used by your entire team, so it’s very easy to use and it requires no technical skill. All businesses can customize their Pipedrive’s interface and integrate it with other tools, in order to meet their specific needs and desires.
What is RadiusBob
RadiusBob is a lead management and customer relationship management tool specifically designed for insurance agencies and independent agents who need a navigable software that can increase their productivity and overall efficiency. RadiusBob allows agents to follow leads, track their commissions, establish work flows, and create highly customized marketing campaigns through emails, text messages, and more. RadiusBob also seamlessly integrates with a variety of third-party applications, ensuring you the maximum compatibility with the existing business software that an organization uses on a regular basis.
Benefits of using RadiusBob
With RadiusBob you can send auto-responders in order to react as soon as a lead comes in. RadiusBob in fact, can be configured to send out different types of automatic messages, including immediate email responses, triggered email drip campaigns, and text messages. Through the RadiusBob interface, you have the ability to manage all of your clients and potential leads from the same convenient location. RadiusBob provides its users with a variety of tools that can be used to engage with leads and ensure that the sales process is handled smoothly. Users are able to establish work flows for common tasks that need to be accomplished, allowing you to stay focused on manual efforts elsewhere while the software works in the background to accomplish these tasks, requiring minimal oversight.
Why should I use RadiusBob
RadiusBob provides you with the ability to manage the agents that work at your insurance agency. For example, you will have the ability to recruit agents and manage them within the same system. You can store information about each agent just like you would be able to store information about clients and leads. Multi-user plans also allow you to set up automatic lead routing rules, send messages over to other agents, build an agency downline, and accomplish other tasks that are associated with having multiple agents working under your authority. Through these management features, you can automate even more aspects of the day-to-day tasks necessary for running an insurance agency. Moreover, RadiusBob, allows you to leverage marketing automation and reach your audience with the most relevant message for them.