Travi@ta for Insurance

Get a 360° visual picture of your contacts using Single View Builder for MS CRM

Default Microsoft Dynamics CRM screens often contain empty areas, while important data drown in a flood of less critical information. As a result we are forced to provide tremendous efforts to interpret what our senses could capture immediately. Wi...

Sales Journey Assistant

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Travi@ta CRM for Insurance to warrant customer centricity

This course learns you how to support the sales process with Microsoft Dynamics CRM for an Insurance Carrier. We will train you how to deal with a direct and an indirect sales process within CRM for Insurance as add-on to Microsoft Dynamics CRM....