Insurance agencies need modern CRM to compete in today’s market and HubSpot Customer Platform is the answer. When combined with our Certified AMS to HubSpot Sync App, PowerSync AMS, it turns HubSpot into a power agency management tool for marketing, sales, and service. Consider upgrading to HubSpot and PowerSync AMS to drive your agency's long-term growth and success. NowCerts and Hawksoft clients can be synced in just days while other AMS users take a little longer. SalesPower has developed revenue-focused HubSpot solutions for independent insurance agencies across the US that manage personal and commercial business lines from lead generation through client onboarding, renewals, and servicing. We can have your AMS Synced to HubSpot, your HubSpot portal customized for insurance and your team onboarded in 90 days or less. See our onboarding options on our website. Visit our https://salespwr.com, look for our APP in the marketplace, or contact us today to schedule a discovery call.
我们与 David 已经合作了几年。他为我们处理了多个项目,包括为我们的保险代理公司进行数据整合、报告和收入跟踪。他很有创造力,也很容易合作。 我强烈推荐 SalesPower。
大卫和他的团队在我们的HubSpot构建/迁移过程中提供了非常全面的帮助。他们真正帮助我们了解了如何在我们的机构中最大限度地使用 HubSpot,推荐了我们没有想到的最佳实践,而且还非常容易满足我们为机构定制流程的要求。我对他们的工作感到非常满意。
与 SalesPower 的 David LeFevre 合作对我们公司来说是一次巨大的胜利。他帮助我们建立了 HubSpot,并将其与 NowCerts 相连接,将 HubSpot 变成了真正的机构管理系统。此举让我们统一了 CRM 和 AMS,减少了七个平台的技术堆栈,甚至在 HubSpot 中添加了一个票务系统。 结果是整个团队的工作流程更顺畅、组织更完善、效率更高。大卫非常了解保险机构,他让整个过程变得简单,并且完全满足了我们的需求。如果您想简化系统并从 HubSpot 中获得更多收益,强烈推荐他和 SalesPower。 除了技术上的改进,与 David 合作也非常轻松。他反应迅速、专业,而且真的花时间了解我们的目标。感觉就像我们有了一个关心我们成功的合作伙伴,而不仅仅是一个做项目的顾问。这样的服务非常难得,这也是我们今后还会继续找他的原因。
David cares about the success of his clients and goes above and beyond to understand what the goals are and make sure everything is working as intended.