Customer Relationship Manager
Posted: Fri Aug 14, 2009 7:49 am
We have an agency and are looking into two things...
1) a CRM to handle managing our accounts (i.e. Salesforce)
2) an accounting management system for tracking commissions (i.e. Quicken)
Can we get something that combines both of these needs?
I've used Salesforce in the past, and really like how it works from a customer management standpoint. However, I want to know if it is able to track commissions to do the following:
1) allows me to track/set a total number of years for commission on a single policy (i.e. a 20-year term life insurance policy that pays commission each year)
2) allows me to change the % levels from year to year on that commission of a single policy (i.e. a life policy pays 110% in year one, 50% in year two, and 5% for each remaining year of the policy)
What programs do you suggest?
1) a CRM to handle managing our accounts (i.e. Salesforce)
2) an accounting management system for tracking commissions (i.e. Quicken)
Can we get something that combines both of these needs?
I've used Salesforce in the past, and really like how it works from a customer management standpoint. However, I want to know if it is able to track commissions to do the following:
1) allows me to track/set a total number of years for commission on a single policy (i.e. a 20-year term life insurance policy that pays commission each year)
2) allows me to change the % levels from year to year on that commission of a single policy (i.e. a life policy pays 110% in year one, 50% in year two, and 5% for each remaining year of the policy)
What programs do you suggest?