Lead management news & resources

Vertafore and Microsoft Extend Dynamics CRM Technology Capabilities for Insurance Producers

by Dann Anthony Maurno
Leveraging Microsoft Dynamics CRM, Vertafore Agency SalesTrack brings insurance agents a sales management tool to drive customers from lead through sale.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Insurance Insurance Lead management Sales Sales & Marketing Sales Order Processing

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