• Become fully organised through a powerful filing system
• Streamline communication and share information across the Internet
• Enjoy the capability of handling more work without employing more staff
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CIS Insurance Broker is CRM software designed for the independent broker on a budget that needs an industrial strength product to enable it to compete with much larger companies with much deeper pockets. Can be configured as a single user or multi user system. By all means start off as a single user and progress to a multi-user system as your business grows. |
| SMS Text messaging is now available with this product for full details. | To appreciate the power of
this software please request a demonstration email: - demonstration@miraquel.co.uk |
| wwwTo obtain a password for the demo click on password@miraquel.co.uk | Click to Download a Demo copy |
To write your own database in software such as Access or some similar programme can absorb many hundreds of man hours, a conservative figure would be in the region of £500,000 to match CIS Insurance Broker.
Writing your own software can be very risky one need only look at Government projects such as the CSA, £400 million spent and the best recommendation from parliament was to scrap it and start again!
• Ease of
use it is Windows based
• Works seamlessly
with Word to provide major benefits to all concerned
• Reporting is easy very quick and powerful
The benefits of keeping an up to date database for a business are: -
• Increased sales
• Enhanced value of your business
The Return on Investment is difficult to quantify because each business varies but it would not be unexpected for this to be measured in a few months.
Twenty powerful reasons to choose CIS CRM software are listed below
A website can only provide a flavour of what is possible and a demonstration is a must to fully appreciate what a difference this software could make to your shop.
1. Company name is stored only once no matter how many contacts are at that company in the database.
2. Web integration has been anticipated from the start. Linking to websites is very easy. Copying information in to CIS is simplicity itself.
3. Relationship is user definable.
CIS allows you to specify the
nature whether it be Key Customer, Customer, Prospect, Cold Prospect - the choice is
yours. During installation the benefit of years of working with such
systems is available to help you choose from the beginning.
4. Categorising your Contacts by industry.
5. The Address Form in CIS allows you to store the addresses for the contacts. If they have one address fine but if a Company has staff at more than one location that is not a problem. Simply match the contact address and company to create the correct record for each contact.
6. If you have a postcode, generating a map of their location is quick and easy (subject to Internet connection).
7. People in business today have multiple contact details. CIS allows for all of these to be stored in a sensible fashion.
8. Communicating with contacts is made easy with template letters.
Once a letter, email, fax, is written
storing and later retrieving such communication is very easy. This
will save enormous amounts of time in the future and make compliance with
FSA regulations much simpler.
9. Creating groups of two to thousands is easy within the system and then printing a personal letter based on one template. Realistically you could print 500 A4 letters in an hour, or 5,000 labels.
10. Build up a history of your business interactions with your contacts which you can search on at a later date.
11. Activities may be a foreign way of working initially, but as breaking down how you interact with those you work with becomes part of your routine, dissecting jobs in to Activities and completing those, to achieve a larger goal becomes a natural way of working. CIS allows for the easy management of tasks in to manageable and intuitive ways of working.
12. The ToDo list enables one to manage those Activities and schedule and complete to achieve a end goal. This enables a user to see tasks which should be done now and what needs to be tackled in the future.
13. Emails are growing in use at a phenomenal rate and CIS allows for the storage of those emails in a sensible way.
14. Sales leads are essential for all businesses and CIS ensures that you have the tools to keep on top of all your business opportunities.
15. Reports are easy to run. Custom reports can be written to extract data.
16. A major benefit of CIS is that if you do want to export data for a mailing, for example, the data is ideally structured to pass on to a third party.
17. As your business grows CIS can develop with you. Synchronisation is an optional extra which will enable you to have the data in more than one location.
18. Start with as few licences as you need and add them as your business develops.
19. Linking your database to the Internet may be along way off and may sound rather far fetched but for many businesses this is starting to make a lot of sense. CIS Entrepreneur can be linked to your website now or in the future.
20. The underlying architecture of CIS has been designed to allow the system to grow as software and hardware develops in the future. Who could have predicted the rise in popularity of text messaging several years ago. CIS takes advantage of Microsoft technology and makes it work very hard to the advantage of small businesses.
System requirements Any powerful pc or server bought within the last 2 years which is running Microsoft software should be OK. Microsoft Word 2000 or newer is a must to use the template features.
To request a demonstration email demonstration@miraquel.co.uk
Alternatively telephone 01564 829055
In some systems Reports can be a challenge but not in CIS, Miraquel will help you get to grips with these quickly and efficiently.