Streamline your Sales Workflow
SEMCAT brings your agency more than 'just' efficient quoting.
SEMCAT provides a prospecting and sales management capability designed to fit as a "mini agency management system" for customers who are not yet clients.
SEMCAT is designed to fit in front of your full featured management system, and interacts with the management system to bring you a complete workflow for managing your business.
Use SEMCAT to manage your sales and prospecting activities, put the paper files away, and stop re-keying data!
Pipeline: Know who to quote and where your clients are in the process
SEMCAT's Sales Pipeline quickly shows you who needs to be quoted, and which clients are pending a purchase decision.
Each Agent or CSR has their own customized list, enabling them to workflow efficiently through their daily tasks.
SEMCAT also allows you to track statistics on your prospect's pipeline status, giving you insight into your agency's sales activities.
Touchpoints: Keep up to date with your prospective clients
Designed to be the perfect replacement for a system of the good old yellow Post-It notes, SEMCAT's Touchpoints cover the concepts of "to-dos", "reminders", "x-dates", and general customer contact history.
Touchpoints are also specific to an individual Agent or CSR, allowing them to keep tabs on their own clients and their co-workers to assign followups to the appropriate person.
Integrated Workflow
One of the best parts of our Sales Workflow and Prospect Management system is the fact that these items are built in and automatically update! When you quote a client, their Pipeline status changes instantly. This means your agents and CSRs will be able to easily incorporate SEMCAT's functionality into their current workflow - without having to remember how to move a client from one status to another.
Let's Give it a Go!
If you'd like to discuss how SEMCAT can enhance your new business workflow, simply give us a call at 402.218.1495, or sign up for a free demonstration and trial at no cost!
