{"id":38551,"date":"2024-02-18T18:23:55","date_gmt":"2024-02-18T17:23:55","guid":{"rendered":"https:\/\/www.investglass.com\/?p=38551"},"modified":"2026-03-10T14:33:51","modified_gmt":"2026-03-10T13:33:51","slug":"%e0%a4%b8%e0%a4%ab%e0%a4%b2%e0%a4%a4%e0%a4%be-%e0%a4%95%e0%a5%8b-%e0%a4%85%e0%a4%a7%e0%a4%bf%e0%a4%95%e0%a4%a4%e0%a4%ae-%e0%a4%95%e0%a4%b0%e0%a4%a8%e0%a4%be-%e0%a4%ac%e0%a5%80%e0%a4%ae%e0%a4%be","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/maximizing-success-the-ultimate-crm-for-insurance-agents-guide\/","title":{"rendered":"\u0938\u092b\u0932\u0924\u093e \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930\u0928\u093e: \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u0936\u094d\u0930\u0947\u0937\u094d\u0920 \u0938\u0940\u0906\u0930\u090f\u092e \u0917\u093e\u0907\u0921"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u0915\u094d\u092f\u093e 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\u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u093e \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u0915\u093e\u0930\u0940 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0938\u0939\u0940 CRM \u0938\u0949\u092b\u093c\u094d\u091f\u0935\u0947\u092f\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u0947 \u0915\u0941\u0936\u0932 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u092a\u0949\u0932\u093f\u0938\u0940 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917, \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u0907\u0938 \u0917\u093e\u0907\u0921 \u092e\u0947\u0902, \u0939\u092e \u0906\u0935\u0936\u094d\u092f\u0915 CRM \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902, \u092c\u093e\u091c\u093c\u093e\u0930 \u092e\u0947\u0902 \u0936\u0940\u0930\u094d\u0937 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902, \u0914\u0930 \u0906\u092a\u0915\u0940 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u0940 \u092e\u0947\u0902 \u0938\u092b\u0932 CRM \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0932\u093f\u090f \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915 \u0938\u0941\u091d\u093e\u0935\u094b\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u090f\u0902\u0917\u0947\u0964.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u091a\u093e\u092c\u0940 \u091b\u0940\u0928\u0928\u093e<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%9f%e0%a5%8d%e0%a4%b0%e0%a5%88%e0%a4%b5%e0%a4%b2-%e0%a4%8f%e0%a4%9c%e0%a5%87%e0%a4%82%e0%a4%9f%e0%a5%8b%e0%a4%82-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%b8%e0%a5%80%e0%a4%86\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"460\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964<\/a> \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092c\u0947\u0939\u0924\u0930 \u0938\u0902\u0935\u093e\u0926 \u0938\u094d\u0925\u093e\u092a\u093f\u0924 \u0915\u0930\u0928\u0947, \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u091c\u094b \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0926\u0915\u094d\u0937\u0924\u093e \u0914\u0930 \u0938\u092b\u0932\u0924\u093e \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0938\u093e\u092c\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u091a\u093e\u092c\u0940 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%a4%e0%a5%87%e0%a4%b2-%e0%a4%94%e0%a4%b0-%e0%a4%97%e0%a5%88%e0%a4%b8-%e0%a4%89%e0%a4%a6%e0%a5%8d%e0%a4%af%e0%a5%8b%e0%a4%97-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%b8%e0%a5%80\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"787\">\u092c\u0940\u092e\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0940 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902<\/a> \u0907\u0938\u092e\u0947\u0902 \u0905\u0928\u0941\u0915\u0942\u0932\u0928, \u0905\u0928\u094d\u092f \u092a\u094d\u0932\u0947\u091f\u092b\u093e\u0930\u094d\u092e\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0930\u0923, \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928, \u0938\u0902\u092a\u0930\u094d\u0915 \u0914\u0930 \u0928\u0940\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0914\u0930 \u0921\u0947\u091f\u093e-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u0928\u094d\u0928\u0924 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964.<\/li>\n\n\n\n<li>\u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u093e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0938\u093e\u0935\u0927\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0935\u0915 \u092f\u094b\u091c\u0928\u093e \u092c\u0928\u093e\u0928\u093e, \u0939\u093f\u0924\u0927\u093e\u0930\u0915\u094b\u0902 \u0915\u0940 \u092d\u093e\u0917\u0940\u0926\u093e\u0930\u0940, \u0906\u0935\u0936\u094d\u092f\u0915 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0914\u0930 \u0938\u092e\u0930\u094d\u0925\u0928, \u0914\u0930 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902, \u091c\u093f\u0938\u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930\u0928\u093e \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-importance-of-crm-for-insurance-agents\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u092e\u0939\u0924\u094d\u0935<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u091c \u0915\u0940 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u093f\u092f\u093e\u0902 \u090f\u0915 \u092c\u0947\u0939\u0926 \u092a\u094d\u0930\u0924\u093f\u0938\u094d\u092a\u0930\u094d\u0927\u0940 \u092c\u093e\u091c\u093e\u0930 \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0924\u0940 \u0939\u0948\u0902, \u091c\u0939\u093e\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u090f\u0902 \u0932\u0917\u093e\u0924\u093e\u0930 \u092c\u0926\u0932\u0924\u0940 \u0930\u0939\u0924\u0940 \u0939\u0948\u0902 \u0914\u0930 \u0926\u0915\u094d\u0937\u0924\u093e \u0938\u0930\u094d\u0935\u094b\u092a\u0930\u093f \u0939\u0948\u0964 \u092f\u0939\u0940\u0902 \u092a\u0930 \u092c\u0940\u092e\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u0940 \u092d\u0942\u092e\u093f\u0915\u093e \u0938\u093e\u092e\u0928\u0947 \u0906\u0924\u0940 \u0939\u0948\u0964 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u091f\u0942\u0932\u094d\u0938 \u0915\u094b \u0905\u092a\u0930\u093f\u0939\u093e\u0930\u094d\u092f \u092e\u093e\u0928\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u091f\u0942\u0932\u094d\u0938 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0915 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u090f\u0902<\/li>\n\n\n\n<li>\u0938\u092e\u0917\u094d\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0930\u0947\u0902<\/li>\n\n\n\n<li>\u092c\u093f\u0916\u0930\u0947 \u0939\u0941\u090f \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0947\u0902<\/li>\n\n\n\n<li>\u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0930\u0947\u0902<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u094b \u0905\u092a\u0928\u093e\u0928\u0947 \u0938\u0947 \u0915\u093e\u0930\u094d\u092f\u0915\u0941\u0936\u0932\u0924\u093e \u092e\u0947\u0902 \u0909\u0932\u094d\u0932\u0947\u0916\u0928\u0940\u092f \u0938\u0941\u0927\u093e\u0930, \u0905\u0938\u093e\u0927\u093e\u0930\u0923 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u0938\u0902\u092c\u0902\u0927 \u0914\u0930 \u0938\u092e\u0917\u094d\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0938\u092b\u0932\u0924\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlining-workflows\">\u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939\u094b\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u090f\u0915 \u092e\u0941\u0916\u094d\u092f \u0932\u093e\u092d \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0914\u0930 \u0938\u0930\u0932\u0940\u0915\u0930\u0923 \u0939\u0948\u0964 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0932\u093e\u092d \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092f\u0939 \u092b\u0949\u0932\u094b-\u0905\u092a \u0928\u094b\u091f\u093f\u092b\u093f\u0915\u0947\u0936\u0928 \u0914\u0930 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u091c\u0948\u0938\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964<\/li>\n\n\n\n<li>\u092c\u093e\u0930-\u092c\u093e\u0930 \u0926\u094b\u0939\u0930\u093e\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u092a\u0930 \u0932\u0917\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u092e\u092f \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948<\/li>\n\n\n\n<li>\u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0915\u092e \u0915\u0930\u0924\u093e \u0939\u0948<\/li>\n\n\n\n<li>\u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u092c\u0947\u0939\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 (\u0938\u0940\u0906\u0930\u090f\u092e) \u0909\u092a\u0915\u0930\u0923 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u090f\u091c\u0947\u0902\u091f \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092b\u0949\u0932\u094b-\u0905\u092a \u0915\u0930 \u092a\u093e\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0905\u092a\u0947\u0915\u094d\u0937\u093e\u0913\u0902 \u0938\u0947 \u0905\u0935\u0917\u0924 \u0930\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0915\u093e \u092a\u0930\u093f\u0923\u093e\u092e \u0915\u094d\u092f\u093e \u0939\u094b\u0924\u093e \u0939\u0948? \u090f\u0915 \u0905\u0927\u093f\u0915 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u091c\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u092e\u0947\u0902 \u0926\u0915\u094d\u0937\u0924\u093e \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-enhancing-customer-relationships\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 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\u0938\u093f\u0938\u094d\u091f\u092e \u0938\u0902\u092a\u0930\u094d\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u091a\u093e\u0930 \u0915\u093e \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u092c\u0928\u0924\u093e \u0939\u0948, \u091c\u094b \u090f\u091c\u0947\u0902\u0938\u0940 \u0915\u0947 \u092d\u0940\u0924\u0930 \u0938\u0941\u0932\u092d \u0939\u094b\u0924\u093e \u0939\u0948 \u0914\u0930 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964 \u092d\u0935\u093f\u0937\u094d\u092f\u0938\u0942\u091a\u0915 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925, \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u0941\u0915\u0938\u093e\u0928 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0938 \u092a\u0930 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u094b \u0909\u091a\u094d\u091a \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0926\u0930 \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-boosting-sales-and-revenue\">\u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u092c\u0922\u093c\u093e\u0928\u0947 \u092e\u0947\u0902 CRM \u0938\u093f\u0938\u094d\u091f\u092e \u092d\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092d\u0942\u092e\u093f\u0915\u093e \u0928\u093f\u092d\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0939\u093e\u0902 \u0915\u0941\u091b \u0924\u0930\u0940\u0915\u0947 \u0926\u093f\u090f \u0917\u090f \u0939\u0948\u0902 \u091c\u093f\u0928\u0938\u0947 \u0935\u0947 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u090f\u0915 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0921\u0947\u091f\u093e\u092c\u0947\u0938 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092c\u0947\u0939\u0924\u0930 \u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u091c\u094b \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0902\u091a\u093e\u0930 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u0932\u0940\u0921 \u092e\u0942\u0932\u094d\u092f \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b0%e0%a4%bf%e0%a4%af%e0%a4%b2-%e0%a4%8f%e0%a4%b8%e0%a5%8d%e0%a4%9f%e0%a5%87%e0%a4%9f-%e0%a4%a1%e0%a5%87%e0%a4%b5%e0%a4%b2%e0%a4%aa%e0%a4%b0%e0%a5%8d%e0%a4%b8-%e0%a4%95%e0%a5%87-%e0%a4%b2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1311\">\u0938\u0940\u0906\u0930\u090f\u092e \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0930\u0941\u091d\u093e\u0928\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0935\u093f\u0915\u093e\u0938 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964<\/a> \u0932\u0915\u094d\u0937\u093f\u0924 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u093e\u0901\u0964.<\/li>\n\n\n\n<li>\u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0914\u0930 \u0930\u0941\u091d\u093e\u0928\u094b\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0928\u093e, \u0928\u090f \u0905\u092d\u093f\u092f\u093e\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092f\u094b\u091c\u0928\u093e \u092c\u0928\u093e\u0928\u0947 \u0914\u0930 \u0938\u0902\u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0906\u0935\u0902\u091f\u0928 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u093e \u0932\u093e\u092d \u0909\u0920\u093e\u0915\u0930 \u0915\u094d\u0930\u0949\u0938-\u0938\u0947\u0932\u093f\u0902\u0917 \u0914\u0930 \u0905\u092a\u0938\u0947\u0932\u093f\u0902\u0917 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0928 \u092a\u0930 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0906\u0902\u0915\u0921\u093c\u0947 \u092c\u0922\u093c\u0915\u0930 \u092e\u0941\u0928\u093e\u092b\u093e \u092c\u0922\u093c\u0924\u093e \u0939\u0948\u0964 \u0905\u0902\u0924\u0924\u0903, \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0941\u0936\u0932 \u0932\u0940\u0921 \u0930\u0942\u092a\u093e\u0902\u0924\u0930\u0923 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u092c\u093f\u0915\u094d\u0930\u0940 \u092e\u0947\u0902 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0935\u0943\u0926\u094d\u0927\u093f \u0932\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-an-effective-insurance-crm\">\u090f\u0915 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u092c\u0940\u092e\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0940 \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0902\u0936\u094d\u092f\u094b\u0930\u0947\u0902\u0938 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u0947\u0935\u0932 \u090f\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0909\u092a\u0915\u0930\u0923 \u0928\u0939\u0940\u0902 \u0939\u0948, \u092f\u0939 \u090f\u0915 \u092e\u091c\u092c\u0942\u0924 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0939\u0948 \u091c\u094b \u092c\u0940\u092e\u093e \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f 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\u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0947 \u0938\u093e\u0925 \u092e\u091c\u092c\u0942\u0924 \u090f\u0915\u0940\u0915\u0930\u0923 \u0935\u093f\u0915\u0932\u094d\u092a \u0938\u0940\u0906\u0930\u090f\u092e \u091f\u0942\u0932 \u0915\u0940 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0937\u092e\u0924\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937\u0940\u0915\u0943\u0924 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u092e\u0947\u0902 \u092c\u093f\u0915\u094d\u0930\u0940 \u0938\u094d\u0935\u091a\u093e\u0932\u0928, \u092a\u093e\u0907\u092a\u0932\u093e\u0907\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0938\u0902\u092a\u0930\u094d\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u091f\u0947\u0932\u0940\u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0909\u092a\u0915\u0930\u0923 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902\u0964 \u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0926\u093e\u092f\u0930\u093e \u0907\u0938\u0938\u0947 \u0915\u0939\u0940\u0902 \u0905\u0927\u093f\u0915 \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u0939\u0948\u0964 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a4%be%e0%a4%b0%e0%a5%8d%e0%a4%95%e0%a5%87%e0%a4%9f%e0%a4%bf%e0%a4%82%e0%a4%97-%e0%a4%89%e0%a4%aa%e0%a4%95%e0%a4%b0%e0%a4%a3\/\" target=\"_blank\" rel=\"noopener\" title=\"\u0935\u093f\u092a\u0923\u0928\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"686\">\u0935\u093f\u092a\u0923\u0928<\/a> \u0938\u094d\u0935\u091a\u093e\u0932\u0928, \u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0947\u0935\u093e \u0914\u0930 \u0921\u0947\u091f\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923, \u090f\u0906\u0908 \u0914\u0930 \u092e\u0936\u0940\u0928 \u0932\u0930\u094d\u0928\u093f\u0902\u0917 \u0915\u0947 \u0938\u093e\u0925 \u092d\u0935\u093f\u0937\u094d\u092f\u0938\u0942\u091a\u0915 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-contact-and-policy-management\">\u0938\u0902\u092a\u0930\u094d\u0915 \u0914\u0930 \u0928\u0940\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u092c\u0940\u092e\u093e \u0938\u0940\u0906\u0930\u090f\u092e (\u0915\u0928\u094d\u0935\u0930\u094d\u091f \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0938\u093f\u0938\u094d\u091f\u092e) \u092e\u0941\u0916\u094d\u092f \u0930\u0942\u092a \u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0914\u0930 \u092a\u0949\u0932\u093f\u0938\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0935\u094d\u092f\u093e\u092a\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0914\u0930 \u092a\u0949\u0932\u093f\u0938\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u0949\u0932\u093f\u0938\u0940\u0927\u093e\u0930\u0915\u094b\u0902 \u0915\u093e \u0938\u092e\u0917\u094d\u0930 \u0905\u0935\u0932\u094b\u0915\u0928 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0915\u0935\u0930\u0947\u091c \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u090f\u0902, \u0926\u093e\u0935\u093e \u0907\u0924\u093f\u0939\u093e\u0938, \u092a\u0949\u0932\u093f\u0938\u0940 \u0928\u0935\u0940\u0928\u0940\u0915\u0930\u0923 \u0914\u0930 \u0905\u0928\u094d\u092f 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\u0935\u093f\u0915\u0932\u094d\u092a \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u0948\u0938\u0947 \u0915\u093f \u092a\u0949\u0932\u093f\u0938\u0940 \u092a\u094d\u0930\u0915\u093e\u0930 \u0914\u0930 \u092a\u094d\u0930\u0940\u092e\u093f\u092f\u092e \u0930\u093e\u0936\u093f \u0915\u0947 \u0932\u093f\u090f \u0915\u0938\u094d\u091f\u092e \u092b\u093c\u0940\u0932\u094d\u0921 \u092c\u0928\u093e\u0928\u093e \u092f\u093e \u092e\u0932\u094d\u091f\u0940-\u092a\u0947\u091c \u0932\u0947\u0906\u0909\u091f \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0915\u0908 \u092a\u0949\u0932\u093f\u0938\u093f\u092f\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0928\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0926\u093e\u0935\u094b\u0902 \u0915\u0940 \u0915\u0941\u0936\u0932 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0941\u0917\u092e \u092c\u0928\u093e\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0924\u094d\u0935\u0930\u093f\u0924 \u0938\u092e\u093e\u0927\u093e\u0928 \u0914\u0930 \u0909\u091a\u094d\u091a \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-and-integration\">\u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0914\u0930 \u0907\u0902\u091f\u0940\u0917\u094d\u0930\u0947\u0936\u0928 \u091c\u0948\u0938\u0940 \u092a\u094d\u0930\u092e\u0941\u0916 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u0947 \u0915\u093e\u0930\u0923 CRM \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0940 \u092a\u094d\u0930\u092d\u093e\u0935\u0936\u0940\u0932\u0924\u093e \u0915\u0908 \u0917\u0941\u0928\u093e \u092c\u0922\u093c \u091c\u093e\u0924\u0940 \u0939\u0948\u0964 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f CRM \u0928\u093f\u092f\u092e\u093f\u0924 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930 \u0926\u0947\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u091c\u0947\u0902\u091f \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0938\u0902\u092c\u0902\u0927 \u0928\u093f\u0930\u094d\u092e\u093e\u0923 \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930 \u092a\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0915\u094b \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091f\u094d\u0930\u093f\u0917\u0930\u094d\u0938 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0915\u0949\u0928\u094d\u092b\u093c\u093f\u0917\u0930 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0916\u094b\u091c\u0928\u0947 \u0915\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0939\u094b\u0924\u0940 \u0939\u0948 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u091f\u0940\u092e\u094b\u0902 \u0915\u094b \u0938\u094c\u0926\u0947 \u0915\u094b \u0905\u0927\u093f\u0915 \u0915\u0941\u0936\u0932\u0924\u093e \u0938\u0947 \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u0938\u0940\u0906\u0930\u090f\u092e \u0914\u0930 \u092a\u0949\u0932\u093f\u0938\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0949\u092b\u094d\u091f\u0935\u0947\u092f\u0930 \u0915\u0947 \u092c\u0940\u091a \u090f\u0915\u0940\u0915\u0930\u0923 \u0938\u0947 \u092e\u091c\u092c\u0942\u0924\u0940 \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b0%e0%a5%8b%e0%a4%ac%e0%a5%8b%e0%a4%9f%e0%a4%bf%e0%a4%95-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a5%8b%e0%a4%b8%e0%a5%87%e0%a4%b8-%e0%a4%91%e0%a4%9f%e0%a5%8b%e0%a4%ae%e0%a5%87%e0%a4%b6%e0%a4%a8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"298\">\u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u0930\u0932 \u092c\u0928\u093e\u0915\u0930 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0926\u0915\u094d\u0937\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964<\/a>, \u0907\u0938\u0938\u0947 \u092e\u0948\u0928\u094d\u092f\u0941\u0905\u0932 \u0921\u0947\u091f\u093e \u090f\u0902\u091f\u094d\u0930\u0940 \u0915\u092e \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0915\u093e\u092e \u0915\u0947 \u0926\u094b\u0939\u0930\u093e\u0935 \u0938\u0947 \u092c\u091a\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092e\u094c\u091c\u0942\u0926\u093e \u091f\u0942\u0932\u094d\u0938 \u0914\u0930 \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u0947 \u0938\u093e\u0925 CRM \u0915\u0940 \u0905\u0928\u0941\u0915\u0942\u0932\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u094c\u091c\u0942\u0926\u093e \u091f\u0947\u0915\u094d\u0928\u094b\u0932\u0949\u091c\u0940 \u0938\u094d\u091f\u0948\u0915 \u0915\u093e \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0911\u0921\u093f\u091f \u0915\u0930\u0928\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reporting-and-analytics\">\u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u0938\u093f\u0938\u094d\u091f\u092e \u0905\u092a\u0928\u0940 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u0914\u0930 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u094d\u0937\u092e\u0924\u093e\u0913\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0905\u092e\u0942\u0932\u094d\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u090f\u0902 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0930\u0941\u091d\u093e\u0928, \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0914\u0930 \u090f\u091c\u0947\u0902\u091f \u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0926\u0947\u0915\u0930 \u0921\u0947\u091f\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0915 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902\u0964 \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e \u0915\u0947 \u0905\u0928\u0941\u0915\u0942\u0932 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0905\u0928\u094d\u092f \u0935\u093f\u092a\u0923\u0928 \u0905\u092d\u093f\u092f\u093e\u0928\u094b\u0902 \u0914\u0930 \u092a\u0939\u0932\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u093e \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0921\u0947\u091f\u093e \u0915\u093e \u0926\u0943\u0936\u094d\u092f \u0938\u093e\u0930\u093e\u0902\u0936 \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u0947\u091f\u0938\u0941\u0907\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u091c\u0948\u0938\u0947 \u0909\u0928\u094d\u0928\u0924 \u092a\u0942\u0930\u094d\u0935\u093e\u0928\u0941\u092e\u093e\u0928 \u0909\u092a\u0915\u0930\u0923 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0930\u0941\u091d\u093e\u0928\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092e\u093e\u0928 \u0932\u0917\u093e\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u092e\u0947\u0902 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u092f\u094b\u091c\u0928\u093e \u092c\u0928\u093e\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0928 \u091c\u093e\u0928\u0915\u093e\u0930\u093f\u092f\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947, \u092c\u0940\u092e\u093e \u092a\u0947\u0936\u0947\u0935\u0930 \u0905\u092a\u0928\u0947 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0932\u0915\u094d\u0937\u094d\u092f\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0905\u092a\u0928\u0940 \u0930\u0923\u0928\u0940\u0924\u093f\u092f\u094b\u0902 \u0914\u0930 \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-top-crm-solutions-for-insurance-agents\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0930\u094d\u0935\u0936\u094d\u0930\u0947\u0937\u094d\u0920 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6-1024x585.jpg\" alt=\"\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0936\u0940\u0930\u094d\u0937 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e\" class=\"wp-image-43379\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6-1024x585.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6-300x171.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6-768x439.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6-1536x878.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2024\/02\/IG-hinh-6.jpg 1792w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0908 \u0924\u0930\u0939 \u0915\u0947 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928, \u091c\u093f\u0928\u092e\u0947\u0902 \u0938\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u092e\u0947\u0902 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0914\u0930 \u0932\u093e\u092d\u094b\u0902 \u0915\u093e \u0905\u0928\u0942\u0920\u093e \u0938\u0902\u092f\u094b\u091c\u0928 \u0939\u0948, \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0940 \u092a\u0938\u0902\u0926\u0940\u0926\u093e \u092a\u0938\u0902\u0926 \u092c\u0928 \u0917\u090f \u0939\u0948\u0902\u0964 \u0907\u0928\u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 <\/li>\n\n\n\n<li>\u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e<\/li>\n\n\n\n<li>\u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u091c \u0915\u094d\u0932\u093e\u0909\u0921<\/li>\n\n\n\n<li>\u091c\u093c\u094b\u0939\u094b \u0938\u0940\u0906\u0930\u090f\u092e<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u092e\u0947\u0902 \u0938\u0947 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u092a\u094d\u0932\u0947\u091f\u092b\u0949\u0930\u094d\u092e \u0915\u094b \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0914\u0930 \u092c\u0940\u092e\u093e \u0926\u0932\u093e\u0932\u094b\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0915\u0930 \u0914\u0930 \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0915\u0947 \u0932\u093e\u092d \u092a\u0939\u0941\u0902\u091a\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95-%e0%a4%9a%e0%a5%88%e0%a4%9f%e0%a4%9c%e0%a5%80%e0%a4%aa%e0%a5%80%e0%a4%9f%e0%a5%80-%e0%a4%94%e0%a4%b0-%e0%a4%b0%e0%a5%8b%e0%a4%ac%e0%a5%8b%e0%a4%9f%e0%a4%bf\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1102\">\u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u093e \u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/a>, \u0921\u0947\u091f\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0928\u093e \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u093e\u0930 \u091c\u092c \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f \u0907\u0928 \u092a\u094d\u0932\u0947\u091f\u092b\u093e\u0930\u094d\u092e\u094b\u0902 \u0915\u0940 \u0916\u0942\u092c\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u092e\u091d \u0932\u0947\u0924\u0947 \u0939\u0948\u0902, \u0924\u094b \u0935\u0947 \u090f\u0915 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\u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u0915\u0947 \u0935\u094d\u092f\u093e\u092a\u0915 \u091f\u0942\u0932\u0915\u093f\u091f \u0915\u094b \u092c\u0940\u092e\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0940 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u091c\u094b \u0905\u0926\u094d\u0935\u093f\u0924\u0940\u092f \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0935\u093f\u0915\u0932\u094d\u092a \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0905\u092a\u0928\u0940 \u0938\u0936\u0915\u094d\u0924 \u092a\u0949\u0932\u093f\u0938\u0940 \u0914\u0930 \u0938\u0902\u092a\u0930\u094d\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u0913\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0905\u0932\u0917 \u092a\u0939\u091a\u093e\u0928 \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u091c\u0947\u0902\u091f \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u093e 360-\u0921\u093f\u0917\u094d\u0930\u0940 \u0905\u0935\u0932\u094b\u0915\u0928 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u092e\u0947\u0902 \u092a\u0949\u0932\u093f\u0938\u0940 \u0935\u093f\u0935\u0930\u0923, \u0915\u0935\u0930\u0947\u091c \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e\u090f\u0902 \u0914\u0930 \u0926\u093e\u0935\u093e \u0907\u0924\u093f\u0939\u093e\u0938 \u091c\u0948\u0938\u0940 \u0935\u093f\u0938\u094d\u0924\u0943\u0924 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u092f\u0939 CRM \u0938\u092e\u093e\u0927\u093e\u0928 \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092e\u091c\u092c\u0942\u0924 \u0938\u0902\u092c\u0902\u0927 \u092c\u0928\u093e\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u093e \u0939\u0948, \u091c\u094b \u092e\u094c\u091c\u0942\u0926\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092c\u0928\u093e\u090f \u0930\u0916\u0928\u0947 \u0914\u0930 \u0928\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u094b\u0921\u093c\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0935\u0947\u092c \u092b\u0949\u0930\u094d\u092e<\/li>\n\n\n\n<li>\u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u092f\u093e 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\u0907\u0924\u093f\u0939\u093e\u0938<\/li>\n\n\n\n<li>\u092c\u093f\u0915\u094d\u0930\u0940 \u091f\u0940\u092e \u0915\u0947 \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u0915\u094b \u092a\u094d\u0930\u0924\u093f\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092b\u093c\u0940\u0932\u094d\u0921 \u0914\u0930 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0915\u0940 \u0926\u0943\u0936\u094d\u092f\u0924\u093e \u0938\u0940\u092e\u093f\u0924 \u0915\u0940 \u091c\u093e\u090f\u0917\u0940<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0915\u0940 \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092a\u094d\u0930\u0936\u093e\u0938\u0928\u093f\u0915 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u092a\u0930 \u0916\u0930\u094d\u091a \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0947 \u0938\u092e\u092f \u0915\u094b \u0915\u093e\u092b\u093c\u0940 \u0915\u092e \u0915\u0930 \u0926\u0947\u0924\u0940 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u090f\u091c\u0947\u0902\u091f \u0905\u092a\u0928\u0940 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e\u0924\u093e - \u092c\u0940\u092e\u093e \u092c\u0947\u091a\u0928\u0947 \u0914\u0930 \u0938\u0902\u092c\u0902\u0927 \u092c\u0928\u093e\u0928\u0947 - \u092a\u0930 \u0927\u094d\u092f\u093e\u0928 \u0915\u0947\u0902\u0926\u094d\u0930\u093f\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u092b\u093c\u0949\u0932\u094b-\u0905\u092a \u0930\u093f\u092e\u093e\u0907\u0902\u0921\u0930 \u0938\u0947 \u0932\u0947\u0915\u0930 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0926\u093e\u0935\u093e \u092a\u094d\u0930\u0938\u0902\u0938\u094d\u0915\u0930\u0923 \u0924\u0915, \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092a\u0930\u094d\u0915 \u0938\u092e\u092f \u092a\u0930, \u0915\u0941\u0936\u0932 \u0914\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u091c\u093c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u094b\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0915\u0940 \u090f\u0915 \u0914\u0930 \u092a\u094d\u0930\u092e\u0941\u0916 \u0916\u0942\u092c\u0940 \u0907\u0938\u0915\u093e \u090f\u0915\u0940\u0915\u0930\u0923 \u0939\u0948, \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u092f\u0939 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u0902 \u0914\u0930 \u0906\u0902\u0924\u0930\u093f\u0915 \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0938\u0947 \u0938\u0939\u091c\u0924\u093e \u0938\u0947 \u091c\u0941\u0921\u093c \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u0915 \u0938\u0941\u0938\u0902\u0917\u0924 \u0914\u0930 \u092a\u0930\u0938\u094d\u092a\u0930 \u091c\u0941\u0921\u093c\u093e \u0939\u0941\u0906 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u0921\u0947\u091f\u093e \u0915\u0947 \u0905\u0932\u0917-\u0905\u0932\u0917 \u0939\u093f\u0938\u094d\u0938\u094b\u0902 \u092e\u0947\u0902 \u092c\u0902\u091f\u0947 \u0939\u094b\u0928\u0947 \u0915\u0940 \u0938\u092e\u0938\u094d\u092f\u093e \u0926\u0942\u0930 \u0939\u094b \u091c\u093e\u0924\u0940 \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u0940 \u0938\u092d\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u090f\u0915\u0940\u0915\u0943\u0924 \u092e\u0902\u091a \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0924\u0915 \u092a\u0939\u0941\u0902\u091a\u0928\u093e \u0914\u0930 \u0909\u0938\u0915\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0915\u0930\u0928\u093e \u0906\u0938\u093e\u0928 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0936\u0915\u094d\u0924\u093f\u0936\u093e\u0932\u0940 \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u093f\u0902\u0917 \u091f\u0942\u0932 \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u094b \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u092a\u0930 \u0928\u091c\u093c\u0930 \u0930\u0916\u0928\u0947, \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0905\u0935\u0938\u0930\u094b\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0921\u0947\u091f\u093e-\u0906\u0927\u093e\u0930\u093f\u0924 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 \u0930\u0940\u092f\u0932-\u091f\u093e\u0907\u092e \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0914\u0930 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u092f\u094b\u0917\u094d\u092f \u0930\u093f\u092a\u094b\u0930\u094d\u091f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925, \u090f\u091c\u0947\u0902\u091f \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0947 \u0930\u0941\u091d\u093e\u0928, \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u0914\u0930 \u092a\u0930\u093f\u091a\u093e\u0932\u0928 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u092c\u0939\u0941\u092e\u0942\u0932\u094d\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u0915\u094d\u0937\u0947\u092a \u092e\u0947\u0902, \u0907\u0902\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915\u0926\u092e \u0938\u0939\u0940 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928 \u0939\u0948, \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0914\u0930 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0914\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947, \u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947, \u0905\u0928\u094d\u092f \u092a\u094d\u0930\u0923\u093e\u0932\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0915\u093e\u0930\u094d\u0930\u0935\u093e\u0908 \u092f\u094b\u0917\u094d\u092f \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0930\u0916\u0924\u093e \u0939\u0948, \u091c\u094b \u0938\u092d\u0940 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u092e\u0947\u0902 \u092f\u094b\u0917\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ae%e0%a5%81%e0%a4%ab%e0%a4%bc%e0%a5%8d%e0%a4%a4-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%b6%e0%a5%81%e0%a4%b0%e0%a5%81%e0%a4%86%e0%a4%a4-%e0%a4%95%e0%a4%b0%e0%a5%87%e0%a4%82\/\">InvestGlass \u0915\u094b \u092e\u0941\u092b\u093c\u094d\u0924 \u092e\u0947\u0902 \u0906\u091c\u093c\u092e\u093e\u090f\u0901<\/a><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-hubspot-crm\">\u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u0905\u092a\u0928\u0940 \u0926\u092e\u0926\u093e\u0930 \u0935\u093f\u0936\u0947\u0937\u0924\u093e\u0913\u0902 \u0915\u0947 \u0932\u093f\u090f \u091c\u093e\u0928\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0928\u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0907\u0928\u092c\u093e\u0909\u0902\u0921 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902<\/li>\n\n\n\n<li>\u0909\u0928\u094d\u0928\u0924 \u0932\u0940\u0921 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0935\u093f\u092d\u093e\u091c\u0928<\/li>\n\n\n\n<li>\u0935\u093e\u0938\u094d\u0924\u0935\u093f\u0915 \u0938\u092e\u092f \u0915\u0940 \u0917\u0924\u093f\u0935\u093f\u0927\u093f \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917<\/li>\n\n\n\n<li>\u0938\u094d\u0935\u091a\u093e\u0932\u0928<\/li>\n\n\n\n<li>\u090f\u0928\u093e\u0932\u093f\u091f\u093f\u0915\u094d\u0938<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0909\u092a\u0932\u092c\u094d\u0927 \u092e\u0941\u092b\u094d\u0924 \u091f\u0942\u0932 \u092e\u0947\u0902 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 \u0911\u091f\u094b\u092e\u0947\u0936\u0928 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u092d\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902, \u091c\u094b \u0938\u0939\u091c \u0905\u092d\u093f\u092f\u093e\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0914\u0930 \u0938\u0939\u092d\u093e\u0917\u093f\u0924\u093e \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u0915\u094b \u0938\u0915\u094d\u0937\u092e \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u0948\u0938\u0947-\u091c\u0948\u0938\u0947 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u093f\u092f\u093e\u0902 \u092c\u0922\u093c\u0924\u0940 \u0939\u0948\u0902, \u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0940\u092e\u093f\u092f\u092e \u092a\u094d\u0932\u093e\u0928 \u092e\u0947\u0902 \u0905\u092a\u0917\u094d\u0930\u0947\u0921 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u0909\u0928\u094d\u0928\u0924 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0902 \u0914\u0930 \u0938\u0902\u0938\u093e\u0927\u0928 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-salesforce-financial-services-cloud\">\u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u091c \u0915\u094d\u0932\u093e\u0909\u0921<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Financial Services Cloud \u090f\u0915 \u0935\u094d\u092f\u093e\u092a\u0915 CRM \u0938\u092e\u093e\u0927\u093e\u0928 \u0939\u0948 \u091c\u093f\u0938\u0947 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0938\u0939\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u092f\u0939 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u092c\u0940\u092e\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u0926\u093e\u0935\u094b\u0902 \u0914\u0930 \u092a\u0949\u0932\u093f\u0938\u093f\u092f\u094b\u0902 \u0915\u094b \u0915\u0941\u0936\u0932\u0924\u093e\u092a\u0942\u0930\u094d\u0935\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0930\u0942\u092a \u0938\u0947 \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u0940 \u0917\u0908 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce CRM \u092c\u0940\u092e\u093e \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u094b \u092c\u0922\u093c\u093e\u0928\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0921\u0947\u091f\u093e \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0905\u0927\u093f\u0915 \u0909\u0924\u094d\u092a\u093e\u0926\u0915 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0915\u0947 \u0932\u093f\u090f \u0938\u0902\u091a\u093e\u0932\u0928 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-zoho-crm\">\u091c\u093c\u094b\u0939\u094b \u0938\u0940\u0906\u0930\u090f\u092e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u093c\u094b\u0939\u094b \u0938\u0940\u0906\u0930\u090f\u092e \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0932\u0940\u0921 \u0914\u0930 \u0938\u094c\u0926\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0924\u0948\u092f\u093e\u0930 \u0915\u093f\u090f \u0917\u090f \u0909\u092a\u0915\u0930\u0923\u094b\u0902 \u0915\u093e \u090f\u0915 \u0938\u092e\u0942\u0939 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0914\u0930 \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947 \u092f\u094b\u0917\u094d\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b8%e0%a4%b0%e0%a5%8d%e0%a4%b5%e0%a4%b6%e0%a5%8d%e0%a4%b0%e0%a5%87%e0%a4%b7%e0%a5%8d%e0%a4%a0-%e0%a4%8f%e0%a4%86%e0%a4%88-%e0%a4%88%e0%a4%ae%e0%a5%87%e0%a4%b2-%e0%a4%9c%e0%a4%a8%e0%a4%b0\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2100\">\u090f\u091c\u0947\u0902\u091f \u0915\u0940 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948<\/a> \u0907\u0938\u092e\u0947\u0902 \u090f\u0906\u0908-\u0938\u0902\u091a\u093e\u0932\u093f\u0924 \u0938\u0947\u0932\u094d\u0938 \u0905\u0938\u093f\u0938\u094d\u091f\u0947\u0902\u091f \u0936\u093e\u092e\u093f\u0932 \u0939\u0948, \u091c\u094b \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0905\u0902\u0924\u0930\u094d\u0926\u0943\u0937\u094d\u091f\u093f \u0914\u0930 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u0924\u093e\u0915\u093f \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u091c\u0941\u0921\u093c\u093e\u0935 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0940 \u091c\u093e \u0938\u0915\u0947\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u093c\u094b\u0939\u094b \u0938\u0940\u0906\u0930\u090f\u092e \u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u0915\u0940 \u0938\u0942\u0915\u094d\u0937\u094d\u092e \u092e\u093e\u0902\u0917\u094b\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u094d\u092f\u093e\u092a\u0915 \u0905\u0928\u0941\u0915\u0942\u0932\u0928 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0913\u092a\u0928 \u0930\u0947\u0938\u094d\u091f \u090f\u092a\u0940\u0906\u0908 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u091c\u093c\u094b\u0939\u094b \u0938\u0942\u091f \u0914\u0930 \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u0905\u0928\u0941\u092a\u094d\u0930\u092f\u094b\u0917\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092e\u091c\u092c\u0942\u0924 \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u094d\u0937\u092e\u0924\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-implementing-crm-in-your-insurance-agency\">\u0906\u092a\u0915\u0940 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u0940 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u093e<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/images.surferseo.art\/f9bf85fc-f968-42ae-abef-772669fd1b91.png\" alt=\"\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u092e\u0947\u0902 \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u0906\u092a\u0915\u0940 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u0940 \u092e\u0947\u0902 CRM \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u093e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u090f\u0915 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u092a\u094d\u0930\u092f\u093e\u0938 \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e, \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0914\u0930 \u0938\u0939\u093e\u092f\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e, \u0914\u0930 \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964 \u092f\u0939 \u090f\u0915 \u091a\u0930\u0923\u092c\u0926\u094d\u0927 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0939\u0948 \u091c\u093f\u0938\u0915\u0947 \u0932\u093f\u090f \u0938\u093e\u0935\u0927\u093e\u0928\u0940\u092a\u0942\u0930\u094d\u0935\u0915 \u092f\u094b\u091c\u0928\u093e, \u0938\u092e\u0928\u094d\u0935\u092f \u0914\u0930 \u0927\u0948\u0930\u094d\u092f \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u090f\u0935\u0902 \u0930\u093e\u091c\u0938\u094d\u0935 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0907\u0938\u0915\u0947 \u0932\u093e\u092d \u0905\u092a\u093e\u0930 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identifying-business-needs\">\u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u092a\u0928\u0940 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u0940 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0926\u093f\u0936\u093e \u092e\u0947\u0902 \u092a\u0939\u0932\u093e \u0915\u0926\u092e \u0939\u0948 \u0905\u092a\u0928\u0940 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e\u0964 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917, \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0939\u093e\u092f\u0924\u093e \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0939\u093f\u0924\u0927\u093e\u0930\u0915\u094b\u0902 \u0938\u0947 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u0930\u0915\u0947 \u0909\u0928\u0915\u0940 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0947\u0902 \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u091a\u092f\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0915\u0930\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u091a\u092f\u0928 \u0915\u0930\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u094b \u0938\u092e\u091d\u0928\u093e, \u092a\u094d\u0930\u092e\u0941\u0916 \u0938\u0902\u092a\u0930\u094d\u0915 \u092c\u093f\u0902\u0926\u0941\u0913\u0902 \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u093e \u0914\u0930 \u092a\u094d\u0930\u0924\u094d\u092f\u0947\u0915 \u091a\u0930\u0923 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u0930\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-training-sales-agents-and-support\">\u092c\u093f\u0915\u094d\u0930\u0940 \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0914\u0930 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u094d\u092e\u093f\u092f\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0926\u0947\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0930\u094d\u0935\u0936\u094d\u0930\u0947\u0937\u094d\u0920 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0915\u093e \u091a\u092f\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u092c\u093e\u0926, \u0905\u092a\u0928\u0940 \u091f\u0940\u092e \u0915\u094b \u0935\u094d\u092f\u093e\u092a\u0915 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0928\u0947 \u091a\u093e\u0939\u093f\u090f:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u091f\u0940\u092e \u0915\u0947 \u0938\u0926\u0938\u094d\u092f\u094b\u0902 \u0915\u0947 \u0905\u0932\u0917-\u0905\u0932\u0917 \u0915\u094c\u0936\u0932 \u0938\u094d\u0924\u0930\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u092a\u094d\u0930\u0936\u093f\u0915\u094d\u0937\u0923 \u0915\u094b \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u0930\u0928\u093e\u0964<\/li>\n\n\n\n<li>\u0926\u0915\u094d\u0937\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u094d\u092f\u093e\u0935\u0939\u093e\u0930\u093f\u0915 \u0905\u092d\u094d\u092f\u093e\u0938<\/li>\n\n\n\n<li>\u091f\u0940\u092e \u0915\u0947 \u0938\u0926\u0938\u094d\u092f\u094b\u0902 \u0915\u0947 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0938\u0947 \u0905\u0927\u093f\u0915 \u092a\u0930\u093f\u091a\u093f\u0924 \u0939\u094b\u0928\u0947 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0915\u093f\u0938\u0940 \u092d\u0940 \u092a\u094d\u0930\u0936\u094d\u0928 \u092f\u093e \u0938\u092e\u0938\u094d\u092f\u093e \u0915\u0947 \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0947 \u0932\u093f\u090f \u0928\u093f\u0930\u0902\u0924\u0930 \u0938\u0939\u093e\u092f\u0924\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0940 \u091c\u093e\u090f\u0917\u0940\u0964.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-migration-and-integration\">\u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u092e\u0947\u0902, \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u0914\u0930 \u090f\u0915\u0940\u0915\u0930\u0923 \u092e\u0942\u0932\u092d\u0942\u0924 \u091a\u0930\u0923 \u0939\u0948\u0902\u0964 \u0938\u0940\u0906\u0930\u090f\u092e \u090f\u0915\u0940\u0915\u0930\u0923 \u0915\u0947 \u0926\u094c\u0930\u093e\u0928 \u0921\u0941\u092a\u094d\u0932\u093f\u0915\u0947\u091f \u0914\u0930 \u0924\u094d\u0930\u0941\u091f\u093f\u092f\u094b\u0902 \u0938\u0947 \u092c\u091a\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092e\u094c\u091c\u0942\u0926\u093e \u0921\u0947\u091f\u093e \u0915\u094b \u0938\u093e\u092b \u0914\u0930 \u092e\u093e\u0928\u094d\u092f \u0915\u0930\u0915\u0947 \u0921\u0947\u091f\u093e \u0915\u0940 \u0917\u0941\u0923\u0935\u0924\u094d\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u0942\u0930\u094d\u0923 \u0938\u094d\u0924\u0930 \u092a\u0930 \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u0947 \u0938\u0947 \u092a\u0939\u0932\u0947 \u091b\u094b\u091f\u0947 \u092a\u0948\u092e\u093e\u0928\u0947 \u092a\u0930 \u0921\u0947\u091f\u093e \u092e\u093e\u0907\u0917\u094d\u0930\u0947\u0936\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u093e \u092a\u0930\u0940\u0915\u094d\u0937\u0923 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0940 \u0915\u093f\u0938\u0940 \u092d\u0940 \u0938\u092e\u0938\u094d\u092f\u093e \u0915\u0940 \u092a\u0939\u091a\u093e\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0938\u0947 \u0920\u0940\u0915 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u092e\u093f\u0932 \u0938\u0915\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-the-roi-of-crm-implementation\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0906\u0930\u0913\u0906\u0908 \u0915\u093e \u092e\u093e\u092a\u0928<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/images.surferseo.art\/44a4de50-4331-48a8-8026-c0b94ec5d4de.png\" alt=\"\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u092a\u094d\u0930\u0924\u093f\u092b\u0932 (\u0906\u0930\u0913\u0906\u0908) \u0915\u093e \u092e\u093e\u092a\u0928\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u091c\u092c \u0906\u092a\u0915\u093e CRM \u0938\u093f\u0938\u094d\u091f\u092e \u091a\u093e\u0932\u0942 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948, \u0924\u094b \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u092a\u094d\u0930\u0924\u093f\u092b\u0932 (ROI) \u092e\u093e\u092a\u0928\u093e \u0905\u0924\u094d\u092f\u0902\u0924 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u092c\u093f\u0915\u094d\u0930\u0940, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 ROI \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0938\u0902\u0915\u0947\u0924\u0915\u094b\u0902 (KPIs) \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0915\u0947 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u093e\u0938\u094d\u0925\u094d\u092f \u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0932\u093f\u090f \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u092a\u094d\u0930\u0924\u093f\u092b\u0932 (\u0906\u0930\u0913\u0906\u0908) \u092e\u093e\u092a\u0928\u0947 \u0915\u093e \u092e\u0942\u0932 \u0938\u0942\u0924\u094d\u0930 \u0939\u0948 (\u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u0936\u0941\u0926\u094d\u0927 \u092a\u094d\u0930\u0924\u093f\u092b\u0932 \/ \u0928\u093f\u0935\u0947\u0936 \u0915\u0940 \u0932\u093e\u0917\u0924) x 100\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-tracking-key-performance-indicators\">\u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0938\u0902\u0915\u0947\u0924\u0915\u094b\u0902 \u092a\u0930 \u0928\u091c\u093c\u0930 \u0930\u0916\u0928\u093e<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u092c\u093f\u0915\u094d\u0930\u0940, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u092e\u093e\u0930\u094d\u0915\u0947\u091f\u093f\u0902\u0917 ROI \u092a\u0930 \u0928\u091c\u093c\u0930 \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f KPI \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u092a\u094d\u0930\u0926\u0930\u094d\u0936\u0928 \u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0914\u0930 \u092e\u093e\u092a \u0915\u0930\u0928\u0947 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u094b\u0924\u0940 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0930\u0923\u0928\u0940\u0924\u093f\u0915 \u0938\u092e\u093e\u092f\u094b\u091c\u0928 \u0938\u0902\u092d\u0935 \u0939\u094b \u0938\u0915\u0947\u0964 \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0941\u091b \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 KPI \u0939\u0948\u0902 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0938\u092e\u091d\u0928\u093e \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a5%80%e0%a4%af-%e0%a4%ac%e0%a4%be%e0%a4%9c%e0%a4%be%e0%a4%b0%e0%a5%8b%e0%a4%82-%e0%a4%aa%e0%a4%b0-%e0%a4%95%e0%a5%83%e0%a4%a4%e0%a5%8d%e0%a4%b0\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1872\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092a\u094d\u0930\u092d\u093e\u0935<\/a> \u0926\u093e\u0935\u094b\u0902 \u0914\u0930 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u092c\u0940\u092e\u093e \u0926\u0930\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092a\u094d\u0930\u0924\u093f \u0926\u093e\u0935\u0947 \u0915\u0940 \u0914\u0938\u0924 \u0932\u093e\u0917\u0924<\/li>\n\n\n\n<li>\u0926\u093e\u0935\u0947 \u0915\u0940 \u0906\u0935\u0943\u0924\u094d\u0924\u093f<\/li>\n\n\n\n<li>\u0926\u093e\u0935\u093e \u0932\u093e\u0917\u0924 \u0915\u0947 \u0918\u091f\u0915<\/li>\n\n\n\n<li>\u0926\u093e\u0935\u093e \u0905\u0928\u0941\u092a\u093e\u0924<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u0938\u0902\u0915\u0947\u0924\u0915 \u0938\u0902\u0915\u0947\u0924\u0915 (\u0915\u0947\u092a\u0940\u0906\u0908) \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0909\u0928\u0915\u0947 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u0915\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u093e \u0906\u0915\u0932\u0928 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0938\u094b\u091a-\u0938\u092e\u091d\u0915\u0930 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-evaluating-customer-satisfaction\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u092a\u094d\u0930\u0924\u093f\u092b\u0932 (\u0906\u0930\u0913\u0906\u0908) \u092e\u093e\u092a\u0928\u0947 \u0915\u093e \u090f\u0915 \u0905\u0928\u094d\u092f \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u0939\u0932\u0942 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0939\u0948\u0964 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0915\u093e\u0930\u0923 \u092c\u0947\u0939\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0928\u0941\u092d\u0935 \u0915\u093e \u0906\u0915\u0932\u0928 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0938\u094d\u0924\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0938\u094d\u0915\u094b\u0930 \u0914\u0930 \u0928\u0947\u091f \u092a\u094d\u0930\u092e\u094b\u091f\u0930 \u0938\u094d\u0915\u094b\u0930 \u091c\u0948\u0938\u0947 \u092e\u093e\u092a\u0926\u0902\u0921\u094b\u0902 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930\u0915\u0947 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0915\u093e \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u0905\u0915\u094d\u0938\u0930 \u0938\u0930\u094d\u0935\u0947\u0915\u094d\u0937\u0923\u094b\u0902 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0938\u0940\u0927\u0947 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u0914\u0930 \u092a\u0949\u0932\u093f\u0938\u0940 \u0928\u0935\u0940\u0928\u0940\u0915\u0930\u0923 \u0926\u0930\u094b\u0902 \u091c\u0948\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092a\u094d\u0930\u092e\u0941\u0916 \u0938\u0902\u0915\u0947\u0924\u0915\u094b\u0902 (\u0915\u0947\u092a\u0940\u0906\u0908) \u092e\u0947\u0902 \u092a\u0930\u093f\u0932\u0915\u094d\u0937\u093f\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-analyzing-sales-growth\">\u092c\u093f\u0915\u094d\u0930\u0940 \u0935\u0943\u0926\u094d\u0927\u093f \u0915\u093e \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0905\u0902\u0924 \u092e\u0947\u0902, \u092c\u093f\u0915\u094d\u0930\u0940 \u0935\u0943\u0926\u094d\u0927\u093f \u0935\u093f\u0936\u094d\u0932\u0947\u0937\u0923 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u092a\u0930 \u0932\u093e\u092d (\u0906\u0930\u0913\u0906\u0908) \u0915\u0947 \u092e\u0942\u0932\u094d\u092f\u093e\u0902\u0915\u0928 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0915 \u0939\u094b \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u0938\u0940\u0906\u0930\u090f\u092e \u092c\u093f\u0915\u094d\u0930\u0940 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e \u092c\u0922\u093c\u093e\u0928\u0947 \u092e\u0947\u0902 \u092f\u094b\u0917\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092a\u094d\u0930\u0924\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0941\u0932 \u0930\u093e\u091c\u0938\u094d\u0935 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0939\u094b\u0924\u0940 \u0939\u0948\u0964 \u092c\u0940\u092e\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u0909\u092a\u0915\u0930\u0923 \u0932\u0940\u0921 \u0938\u0943\u091c\u0928 \u0938\u0947 \u0932\u0947\u0915\u0930 \u092a\u0949\u0932\u093f\u0938\u0940 \u091c\u093e\u0930\u0940 \u0915\u0930\u0928\u0947 \u0924\u0915 \u092c\u0940\u092e\u093e \u092c\u093f\u0915\u094d\u0930\u0940 \u091a\u0915\u094d\u0930 \u0915\u0940 \u0926\u0915\u094d\u0937\u0924\u093e \u092c\u0922\u093c\u093e\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u0938\u092b\u0932 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0940 \u0938\u0902\u0916\u094d\u092f\u093e \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0949\u0932 \u0915\u0940 \u0938\u092b\u0932\u0924\u093e \u0926\u0930 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u0942\u0930\u0940 \u0939\u094b\u0928\u0947 \u092e\u0947\u0902 \u0932\u0917\u0928\u0947 \u0935\u093e\u0932\u093e \u0938\u092e\u092f \u091c\u0948\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092e\u093e\u092a\u0926\u0902\u0921 \u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u093f\u0938\u0938\u0947 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u0940 \u0926\u0915\u094d\u0937\u0924\u093e \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%95%e0%a5%87%e0%a4%82%e0%a4%a6%e0%a5%8d%e0%a4%b0%e0%a5%80%e0%a4%af-%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95%e0%a5%8b%e0%a4%82-%e0%a4%95%e0%a5%80-%e0%a4%ae%e0%a5%8c%e0%a4%a6%e0%a5%8d%e0%a4%b0\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2025\">\u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0914\u0930 \u0909\u0938\u0915\u093e \u092a\u094d\u0930\u092d\u093e\u0935<\/a> \u0935\u093f\u0915\u093e\u0938 \u092a\u0930\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-summary\">\u0938\u093e\u0930\u093e\u0902\u0936<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0937\u094d\u0915\u0930\u094d\u0937\u0924\u0903, \u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u0938\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u0902\u091a\u093e\u0932\u0928 \u092e\u0947\u0902 \u092c\u0926\u0932\u093e\u0935 \u0932\u093e\u0928\u0947 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u092d\u0942\u092e\u093f\u0915\u093e \u0928\u093f\u092d\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0915\u094b \u092c\u0947\u0939\u0924\u0930 \u092c\u0928\u093e\u0928\u0947 \u0938\u0947 \u0932\u0947\u0915\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u0914\u0930 \u0930\u093e\u091c\u0938\u094d\u0935 \u092c\u0922\u093c\u093e\u0928\u0947 \u0924\u0915, \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u0932\u093e\u092d \u092c\u0939\u0941\u0906\u092f\u093e\u092e\u0940 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%85%e0%a4%aa%e0%a4%a8%e0%a5%80-%e0%a4%b0%e0%a4%a3%e0%a4%a8%e0%a5%80%e0%a4%a4%e0%a4%bf-%e0%a4%95%e0%a5%8b-%e0%a4%85%e0%a4%a7%e0%a4%bf%e0%a4%95%e0%a4%a4%e0%a4%ae-%e0%a4%95%e0%a4%b0%e0%a5%87\/\" data-wpil-monitor-id=\"3\">\u0938\u092b\u0932\u0924\u093e \u0915\u094b \u0905\u0927\u093f\u0915\u0924\u092e \u0915\u0930\u0928\u093e<\/a> \u090f\u0915 CRM \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u093e \u091a\u092f\u0928 \u0915\u0930\u0928\u093e \u091c\u094b \u0906\u092a\u0915\u0940 \u090f\u091c\u0947\u0902\u0938\u0940 \u0915\u0940 \u091c\u093c\u0930\u0942\u0930\u0924\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u094b, \u0909\u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u0932\u093e\u0917\u0942 \u0915\u0930\u0928\u093e \u0914\u0930 \u0932\u0917\u093e\u0924\u093e\u0930 \u0909\u0938\u0915\u0947 ROI \u0915\u094b \u092e\u093e\u092a\u0928\u093e \u0939\u0948\u0964 CRM \u0915\u093e\u0930\u094d\u092f\u093e\u0928\u094d\u0935\u092f\u0928 \u0915\u0940 \u092f\u093e\u0924\u094d\u0930\u093e \u0915\u0920\u093f\u0928 \u0932\u0917 \u0938\u0915\u0924\u0940 \u0939\u0948, \u0932\u0947\u0915\u093f\u0928 \u092a\u0930\u093f\u0923\u093e\u092e \u092c\u0922\u093c\u0940 \u0939\u0941\u0908 \u0909\u0924\u094d\u092a\u093e\u0926\u0915\u0924\u093e, \u092c\u0947\u0939\u0924\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u0924\u0941\u0937\u094d\u091f\u093f \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u092e\u0947\u0902 \u0935\u0943\u0926\u094d\u0927\u093f \u0907\u0938\u0947 \u090f\u0915 \u0938\u093e\u0930\u094d\u0925\u0915 \u092a\u094d\u0930\u092f\u093e\u0938 \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u0905\u0915\u094d\u0938\u0930 \u092a\u0942\u091b\u0947 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0936\u094d\u0928\u094b\u0902<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-does-crm-stand-for-in-claims\">\u0926\u093e\u0935\u094b\u0902 \u0915\u0947 \u0938\u0902\u0926\u0930\u094d\u092d \u092e\u0947\u0902 CRM \u0915\u093e \u0915\u094d\u092f\u093e \u0905\u0930\u094d\u0925 \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u092e\u0924\u0932\u092c \u0915\u0938\u094d\u091f\u092e\u0930 \u0930\u093f\u0932\u0947\u0936\u0928\u0936\u093f\u092a \u092e\u0948\u0928\u0947\u091c\u092e\u0947\u0902\u091f \u0939\u0948, \u091c\u094b \u092c\u0940\u092e\u093e \u0909\u0926\u094d\u092f\u094b\u0917 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0914\u0930 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u094b\u0917 \u0915\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u090f\u0915 \u0924\u0915\u0928\u0940\u0915 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-objective-of-crm-in-insurance-sector\">\u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0915\u094d\u092f\u093e \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u093e, \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u093e\u0925\u092e\u093f\u0915\u0924\u093e \u0926\u0947\u0928\u093e \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923 \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0927\u093e\u0930\u0923 \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f \u092b\u0949\u0932\u094b-\u0905\u092a \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-salesforce-used-for-in-insurance\">\u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 Salesforce \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u093f\u0938 \u0932\u093f\u090f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u0915\u094d\u0937\u0947\u0924\u094d\u0930 \u092e\u0947\u0902 \u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u092d\u0941\u0917\u0924\u093e\u0928 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e\u0913\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0914\u0930 \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u093f\u0938\u092e\u0947\u0902 \u092d\u0941\u0917\u0924\u093e\u0928 \u0915\u0930\u0928\u093e \u0914\u0930 \u092d\u0941\u0917\u0924\u093e\u0928 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092e\u0947\u0902 \u0938\u0941\u0927\u093e\u0930 \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-crm-for-insurance-agents\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u094d\u092f\u093e \u0939\u0948?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u0940\u092e\u093e \u0915\u0902\u092a\u0928\u0940 \u091c\u093f\u0938\u092e\u0947\u0902 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u093f\u0938\u094d\u091f\u092e \u0939\u0948, \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u094b \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947, \u0909\u0928\u0938\u0947 \u0938\u0902\u092c\u0902\u0927 \u092e\u091c\u092c\u0942\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0909\u0928\u094d\u0939\u0947\u0902 \u092d\u0941\u0917\u0924\u093e\u0928 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u092e\u0947\u0902 \u092c\u0926\u0932\u0928\u0947 \u0915\u0940 \u0938\u0941\u0935\u093f\u0927\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u0921\u0947\u091f\u093e \u0915\u094b \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0915\u093e\u0930\u094d\u092f\u092a\u094d\u0930\u0935\u093e\u0939 \u0915\u094b \u0938\u0930\u0932 \u092c\u0928\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u0938\u0902\u092d\u093e\u0935\u093f\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0924\u0925\u093e \u0917\u0924\u093f\u0935\u093f\u0927\u093f\u092f\u094b\u0902 \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0939\u093e\u092f\u0924\u093e \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-are-some-top-crm-solutions-for-insurance-agents\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0941\u091b \u092c\u0947\u0939\u0924\u0930\u0940\u0928 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u094c\u0928 \u0938\u0947 \u0939\u0948\u0902?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0940\u092e\u093e \u090f\u091c\u0947\u0902\u091f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0936\u0940\u0930\u094d\u0937 \u0938\u0940\u0906\u0930\u090f\u092e \u0938\u092e\u093e\u0927\u093e\u0928 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938, \u0939\u092c\u0938\u094d\u092a\u0949\u091f \u0938\u0940\u0906\u0930\u090f\u092e, \u0938\u0947\u0932\u094d\u0938\u092b\u094b\u0930\u094d\u0938 \u092b\u093e\u0907\u0928\u0947\u0902\u0936\u093f\u092f\u0932 \u0938\u0930\u094d\u0935\u093f\u0938\u0947\u091c \u0915\u094d\u0932\u093e\u0909\u0921 \u0914\u0930 \u091c\u093c\u094b\u0939\u094b \u0938\u0940\u0906\u0930\u090f\u092e \u0939\u0948\u0902\u0964 \u092f\u0947 \u092a\u094d\u0932\u0947\u091f\u092b\u093c\u0949\u0930\u094d\u092e \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0902\u092c\u0902\u0927\u094b\u0902 \u0914\u0930 \u092c\u093f\u0915\u094d\u0930\u0940 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092d\u093e\u0935\u0940 \u0922\u0902\u0917 \u0938\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u0947\u0937 \u0909\u092a\u0915\u0930\u0923 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>","protected":false},"excerpt":{"rendered":"<p>Are you an insurance agent seeking to enhance client relationships, streamline your sales pipeline, and boost productivity? Implementing a Customer Relationship Management (CRM) system tailored for insurance professionals can be transformative. The right CRM software enables efficient management of client data, policy tracking, and automated communications, leading to improved customer satisfaction and increased revenue. In [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":35470,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[551],"class_list":["post-38551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-insurance-agents"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Best CRM Guide for Insurance Agents<\/title>\n<meta name=\"description\" content=\"Are you an insurance agent seeking to enhance client relationships, streamline your sales pipeline, and boost productivity? Implementing a Customer\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/hi\/\u0938\u092b\u0932\u0924\u093e-\u0915\u094b-\u0905\u0927\u093f\u0915\u0924\u092e-\u0915\u0930\u0928\u093e-\u092c\u0940\u092e\u093e\/\" \/>\n<meta property=\"og:locale\" content=\"hi_IN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Maximizing Success: The Ultimate CRM for Insurance Agents Guide\" \/>\n<meta property=\"og:description\" content=\"Are you an insurance agent seeking to enhance client relationships, streamline your sales pipeline, and boost productivity? 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