I work in the Insurance industry. I sell Group Benefits to small to medium sized businesses, but I also sell to "direct" clients, as well.
The direct sales opportunities are with one life insurance company primarily, but I also sell some direct for my group company and I'm also contracted with a couple other life insurance carriers to help round out my offering because one company is never the solution for 100% of the people.
One of the big reasons, but not the only reason, I have tested salesforce and abandoned them is because there is no way to make their system work
easily with two sets of sales types. ZOHO is a much better offering for me, but it has this same issue, from what I can tell.
To boil it down, almost all of the CRM systems I've seen are B2B related. That is great for exactly half of my business, but not the other half is absolutely B2C.
What is the best strategy, preferably here within Zoho, to tackle this problem?
I can't imagine that someone hasn't come in here with the same problem, but I have searched and can't find anything relevant.
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Some of my thoughts
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Should I....
- Create a Company that I am prospecting and make all of my direct sales "employees" or contacts within that company?
- Is there a way to turn off the "required" field for company?