Sales Management

Several different products, services, and platforms are included in this category. Sales Management could mean Producer Pipeline management, or Prospect management, or Opportunity Management. For our purposes, Sales Management consists of any technology that helps support the sales process in your agency. Marketing is a separate category and includes the technology and process of identifying your ideal prospect and building a relationship with them, so they become interested in your services.

Every agency needs to support its sales team to manage the sales process. The products and services in this category help agency owners, producers, and staff see what prospects are likely to become agency customers.