Holmes Murphy is a premier independent risk management and insurance brokerage firm headquartered in Des Moines, Iowa, with more than 500 associates in 13 offices strategically located throughout the Midwest and Southwest. www.holmesmurphy.com
Holmes Murphy’s implementation project includes three focus areas:
- Empower sales professionals to better manage more relationships
- Improve pipeline visibility for management to know how, when, and where to invest
- Increase sales activity
Doextra CRM Solutions designed a custom data integration pulling from Holmes Murphy’s accounting and production back-end systems – merging data into a single, seamless view. The Access Hoover’s plug-in was installed to provide detailed contact data and list-building features. To address mobile access needs, Holmes Murphy users downloaded applications for the Blackberry, iPad, and iPhone.
Since implementing the new system over the Winter/Spring of 2011, Holmes Murphy has seen a significant increase in Leads activity. The company is monitoring adoption and developing plans to improve the collaboration between sales and marketing.
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