Efficy CRM supports Thélem Assurance’s field sales forces
To support its field sales forces, Thélem Assurance wanted to deploy a policyholder relationship management tool within its network.
This makes it possible to manage contacts more effectively and to make better use of marketing actions launched at national or regional level.
With E-Deal CRM by Efficy, we have a tool to optimize the activity of our 260 general agents and help them in their commercial development. Moreover, it is the tool we needed to support our global sales method.