Monthly Archives

September 2020

Journées du courtage septembre 2020

The Brokerage Days September 2020

By | Technologie

The Brokerage Days in Paris are the annual meeting of key players in the insurance industry
in France and Europe. The exhibition brings together 200 suppliers of products and services
for Brokers, Insurers, and Mutuals.

Neopolis Development invites you to visit their booth during these two days (September 15th and 16th, 2020). It is an essential appointment to present you with completely innovative solutions and services, such as Instant Rating & Comparison, an instant premium calculation and coverage comparison platform for all your partners.

GeoProd, a comprehensive CRM-BPM tool accessible in SaaS (Software as a Service) mode. No need to buy or install software anymore, the "SaaS" mode allows you to use our solution online by simply subscribing to a subscription.

An ideal solution for Insurers, Mutuals, and Brokers in the digital transformation of all their processes, an exceptional tool combining the power of the best CRMs, the organization and compliance of BPM, and the artificial intelligence of machines.


How does a CRM contribute to improving sales efficiency?

By | Technologie

How does a CRM contribute to improving sales efficiency?

Do you want to boost your sales force? Save time for your salespeople? Help your managers be more productive? In the digital age, it is essential to have a CRM software to enhance sales efficiency, especially in the banking and insurance sectors. This Customer Relationship Management tool allows you to centralize all information regarding your prospects and clients. This way, you will have a clear view of your company's activities. Let's focus on CRM as a sales performance tool!

Unwanted phone calls, closed doors, and impersonal emails that clutter business inboxes while delivering a message that is irrelevant to their needs: traditional sales prospecting seems to have its limitations. These outdated practices usually result in a waste of time for your teams. Incomplete contact details and outdated information force your teams to manually work on databases to try to update them.

Improving sales force performance

An excellent reporting tool for managers
In order to make the best decisions for the company's development, managers need to analyze, measure, and track the performance of their sales teams.

A CRM software will enable team leaders to visualize customer and prospect data in a matter of seconds. With key performance indicators, they can generate reports and share them with the salespeople. It's a real driver of growth for your company!

A mobility solution for field sales representatives
Between their various client meetings, your sales representatives spend a lot of time on the road. In order for them to remain efficient in their tasks, it is essential that these mobile teams have access to all customer data, no matter where they are.

With a CRM software, the sales representative can connect to the central system from any device. Before their meeting, they can review the customer relationship history and make more effective proposals. During the meeting, they can take customer orders and generate quotes. By equipping your mobile agents with the right tool, you enable them to enhance their sales efficiency.

Better synergy between teams
If you want to improve the sales performance of your teams, it is important to enhance communication between managers and mobile sales representatives. In a CRM software, all customer data is consolidated in one place. This tool promotes interactive work: all your collaborators can access the same database and have visibility on tasks to be accomplished, scheduled meetings, and events. This centralized information will enable your teams to be more productive.

Increase sales efficiency through internal organization

A CRM to automate repetitive tasks
Your sales representatives should spend the majority of their time on selling, but the reality is quite different. Their schedules are usually divided between sales tasks and administrative tasks. What if you could save time and effort for your teams through a suitable tool?

CRM is the ideal solution to accelerate the growth of your business through the automation of low-value tasks. Your teams will only need to define processes (or workflows) and then automate them. For example, they can automate the email prospecting system, lead allocation, or appointment scheduling. Your employees will be able to fully dedicate themselves to sales tasks and be more effective in sales operations!

A software to prioritize leads
Not all prospects and customers have the same potential. If your teams spend all their time and effort on the wrong targets, they won't be very effective. Instead of manually analyzing all customer data, you can use a CRM software that will automate the prioritization process. Your sales team will know who to contact first among the list of leads.

Support for structuring customer information
To facilitate daily activity tracking, all data about your customer base will be structured in client or prospect profiles. Your sales teams will have access to clear and relevant information about the customer relationship history at any time. Sales representatives can leverage this data to implement email or phone marketing actions. It's an effective way to reach new prospects or foster customer loyalty.

Providing better customer service

A tool to enhance customer support
With an integrated ticket management system within the CRM, you can offer improved after-sales service to your customers. If they have any questions, they can simply send you an email, call you, or respond to the contact form on your website, and a ticket will be automatically created. This system enables you to respond quickly, ensuring optimal customer satisfaction!

At GeoProd, we offer a CRM-BPM solution tailored to the banking, insurance, and mutual sectors. Our tool will assist you in generating personalized automated responses specific to your industry. Enhanced customer support is crucial for boosting sales efficiency!

A solution to engage with customers at the right time
As your CRM analyzes customer data, you can create personalized campaigns targeting them. These campaigns will be triggered at the opportune moment for each individual customer. By creating customer segments, your teams can optimize every sales opportunity.

Efficiently manage your business relationships with GeoProd, a highly effective tool that ensures the improvement of your sales forces, optimized internal organization, and enhanced customer service!


Balancing remote work and performance: everything you need to know

By | Télétravail

Balancing remote work and performance: everything you need to know

Remote work is gaining popularity. More and more employees are interested in this mode of operation that was once considered marginal. And the lockdown measures due to Covid-19 have only reinforced this trend! This period of "forced" telework has changed mindsets within many companies. Working from home has numerous advantages for employers and employees, but it also poses a significant challenge for HR departments. Fortunately, tools have been implemented to facilitate this new way of working. Let's delve into all of this in more detail!

The advantages of remote work

Balancing personal and professional life
Remote work is becoming increasingly popular because it allows for an improved quality of life. By working from home, you can dedicate more time to your family instead of being stuck in traffic. With a little organization, you can arrange your schedule more flexibly to spend more time with your loved ones.

Designing your workspace as desired
Whether it's in the living room facing the window or in a personalized home office, you can choose the place in your house that inspires you the most to work. You'll be in your own inspiring cocoon, rather than in an office set up for an entire team of employees.

Reducing travel and fuel consumption
No more wasted hours every week commuting to the office! You'll finally have time to dedicate to your hobbies in the morning and after work. This reduction in travel is also great news for the planet and for your wallet.

Working without being distracted by colleagues
By working from home, you'll finally be able to complete a task without being interrupted by a colleague. As you'll be less distracted by what's happening in your workspace, you'll be more productive at work. You can work calmly and at your own pace to avoid falling behind on your tasks.

Reorganizing office spaces
Teleworking is also an opportunity for the company. With fewer people in the premises, the workspace can be adjusted according to the reduced number of on-site workers. This means that you'll have more space to create relaxation areas and arrange desks with more distance between them.

New roles for HR departments

Given the growing importance of teleworking in the business world, HR departments need to find new organizational methods to monitor employees. Their mission is to ensure that employees manage their working time properly. They will need to strike the right balance between rigidity and flexibility to support managers in implementing all the necessary changes within the company.

Tools to facilitate teleworking

Communication platforms
To communicate effectively, it is essential for your company to equip itself with collaborative tools. Your employees will be able to exchange instant messages, make voice or video calls from any device, and in a secure manner.

Web conferencing solutions
Having tools to set up web conferences is essential for efficient and secure teleworking. Your teams will be able to hold remote meetings that are just as effective as face-to-face ones.

Document sharing solutions
Equipping your company with document sharing solutions will also simplify collaboration between teleworkers, traveling salespeople, and office-based employees. Documents stored in the cloud become collaborative and can be shared and edited in real-time.

Customer Relationship Management (CRM) software
CRM systems allow for effective and efficient customer relationship management. All data is centralized in a single tool, and your employees can access it from anywhere they work. Ideal for teleworkers, but also for mobile salespeople! A good CRM is essential for optimal customer satisfaction.

Are you looking for a collaborative CRM to enhance your sales performance? Discover GeoProd, a tool that integrates CRM and BPM, allowing you to manage your customer relationships remotely!


AI-Powered CRM: An Exceptional Tool for Businesses

By | Télétravail

AI-Powered CRM: An Exceptional Tool for Businesses

Do you want to convert more prospects? Retain your customers? Then you need to provide the best customer experience possible. For that, your sales service must be fast, high-quality, and personalized. An AI-powered CRM is the ideal tool to achieve these goals. It not only automates repetitive tasks but also helps you make the right decisions to achieve better sales results. Let's dive into the AI-enabled Customer Relationship Management software!

What is an AI-powered CRM?

A Customer Relationship Management (CRM) is a software tool used for managing customer relationships in a business. It stores personal and commercial customer data and organizes it to facilitate the work of human resources. For even greater efficiency, some high-quality CRMs operate with artificial intelligence.

AI enables the software to make decisions similar to those made by a human. These decisions are based on the experience recorded by the machine through Machine Learning.

There are two types of artificial intelligence:

  • Conversational artificial intelligence, also known as "weak artificial intelligence," enables machines to imitate human conversations.
  • Reasoning artificial intelligence, also known as "strong artificial intelligence," enables machines to learn, plan, make judgments, interpret, and find solutions to problems.
Conversational AI in CRM

Voice Assistants
Your teams likely spend a significant portion of their work time on repetitive and time-consuming administrative tasks. During phone calls, they have to manually enter all customer information and then process it.

To address this issue, AI-powered CRMs include voice assistants. These tools analyze, transcribe, and translate oral conversations with your customers.

They then structure these voice commands into tasks within the CRM, which are accessible to your team members. With this solution, your teams can manage their schedules much more efficiently, and your customers will be satisfied with the swift assistance.

Voice assistants can also be used for dictating emails. This is another way for your teams to save valuable time that they can dedicate to more important tasks.

More and more company websites are now equipped with chatbots. These are conversational agents that automate the process of responding to customer inquiries. These virtual assistants are capable of interacting with users in a human-like manner.

Chatbots operate with artificial intelligence: they understand and analyze user queries based on stored data. This tool is highly beneficial to businesses as it enables responsive and dynamic customer service while saving time for employees.

Reasoned AI in a Customer Relationship Management Software

Task Prioritization
The CRM software will assist you in determining the likelihood of converting a prospect into a customer. It can prioritize tasks to increase your sales efficiency.

You will know which actions to take and when the opportune moment is. Not all leads need to be immediately addressed. You just need to identify the most urgent tasks. An AI-powered CRM is the ideal tool to improve customer satisfaction and enhance performance.

Automated Predictions
Your CRM holds a history of customer data that can be organized and analyzed by algorithms using AI. With this data, the software can provide recommendations on how to best address customer demands.

For example, the software can advise you on the preferred support channel for a specific client. These predictions made by your tool through artificial intelligence will help you convert more prospects and retain existing customers.

Revenue Forecasting
Classifying all the data that contributed to revenue generation in your company can be challenging. An AI-powered CRM can analyze revenue-related data and draw conclusions to forecast your future revenue. This way, you can determine if your efforts are paying off or if adjustments are necessary.

If you're looking for a CRM-BPM software that utilizes artificial intelligence, GeoProd is the solution you need. This exceptional tool, dedicated to the banking, insurance, and mutual sectors, will effectively convert prospects into customers.