Complete browser-based customer relationship management software for the IBM
iSeries – AS/400
If your organization uses an enterprise AS/400 server, Wintouch eCRM is the customer tracking solution you need! Whether your organization handles accounts and prospects in a centralized location or each branch or division manages the recruitment process independently, then Wintouch eCRM can help.
For example…finding, marketing to, upselling and cross-selling to customers and prospects across branches or divisions is easy. Receive applications via fax or email and add as a document to the central database without retyping. Use the Wintouch reporting function to track applicants, where and how many were accepted. Use the Wintouch email client to notify the appropriate branch when an Internet applicant applies or use web forms to automatically schedule the next activity to the appropriate agent no matter what branch, division or location he or she is in!
Wintouch can give you access to all of this data over the Internet or your local Intranet, plus your IT department doesn’t have to maintain software on all the desktop computers! Wintouch is installed only on the server and the data is all in one place – on one of the most secure and stable platforms in computer history – the IBM iSeries - AS/400.
Wintouch can help you manage applications, prospects and customers, as well as, existing agents to improve the following functions in your insurance sales and marketing process:
- Headquarters or branch/division access to centralized applicant pool
- Utilizes stable, secure AS/400 database
- Web-based access to central database
- Mac, PC or Linux desktop access to central database
- Target specific applicants or specific criteria
- Integrated marketing solution saves money
- Simplify and accelerate finding, selling, upselling & retention of customers
- Streamline repetitive, multi-departmental tasks
- Log applicants, new customers, existing customers
- Track open applications
- Log every contact with each prospect or customer throughout the company in one centralized database
- Receive applications by email or web form
- Add applications and other supporting forms to central database to be viewed by any employee without retyping
- Central database accessible from remote offices, even wireless remote access for field personnel
- Easily customized reporting functions
- Boolean search on any data field
- Allows unlimited number of prospects, applicants and customers, as well as, present and past employees
- Customizable scheduling of any series of steps
- Schedule recurring activities
- User or departmental customization of data fields
- Applicant analysis
- Web-enabled AS/400, DB2/400 or QSysLib data
- Documentation of every contact with every prospect, customer and/or employee
- Levels of security – access to any data can be restricted to one user, one department, multiple branches, etc.
- Targeted email to prospects, suspects or customers
- Strategic planning
- Standardize and streamline sales and prospecting processes
- Integrates with AS/400, DB2/400 and QSysLib applications
If you need to be more efficient and want to reduce costs by eliminating manual processes and wasteful steps, you should consider Wintouch eCRM solution from Touchtone Corporation.
Demonstrations to Insurance professionals have met with excellent reviews that this solution provides exactly the features and functionality that they have needed for years!
