- Agency Management Software For Ms Crm Leaders
- Lead Management Software
- Sales Lead Management Software Free
- Agency Management Software For Ms Crm Leads
- Agency Management Software For Insurance Agencies
- Microsoft Dynamics Crm Lead Manage…
Best Insurance Agency Management Software Insurance agency management products help insurance agencies manage their business. In addition to back-office features, insurance agency management systems provide CRM software and marketing automation capabilities to help agents enhance relationships with customers, clients and prospects. Increasingly, CRM customer relationship management software solutions are being developed for specific vertical industries, and the Insurance Industry is no exception. An Aberdeen Group survey concluded that only 43.4 percent of insurance agency respondents indicated that they use any CRM tools for insurance sales tracking.
Agency Management Software For Ms Crm Leaders
-->Lead Management Software
- Unique Name
- msdynce_LeadManagement
- Version
- 9.0.1.61
- Customization Prefix
- none
Sales Lead Management Software Free
Entities
Agency Management Software For Ms Crm Leads
The following entities are included in this solution.
Agency Management Software For Insurance Agencies
| Name | Display Name | Description |
|---|---|---|
| account | Business that represents a customer or potential customer. The company that is billed in business transactions. | |
| accountleads | description. | |
| appointment | Commitment representing a time interval with start/end times and duration. | |
| connection | Relationship between two entities. | |
| contact | Person with whom a business unit has a relationship, such as customer, supplier, and colleague. | |
| contactleads | ||
| Activity that is delivered using email protocols. | ||
| lead | Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. | |
| leadaddress | Address information for a lead. | |
| postfollow | Represents a user following the activity feed of an object. | |
| postregarding | Represents which object an activity feed post is regarding. For internal use only. | |
| sharepointdocumentlocation | Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365. | |
| systemuser | Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database. | |
| template | Template for an email message that contains the standard attributes of an email message. |