Last Updated on 7 years by RichBohn
This CRM Review examines Navagate Agility.
In-Depth CRM Review
130 West 42nd Street, Suite 1100
New York, NY 10036-7901
CRM Category: Strategic Solution – IBM Lotus Notes
Sub-Category: Vertical Solution/524210 – Insurance Agencies
Seats: Mid Market
About the Company:
NAVAGATE, Inc. is a premier provider of enterprise-class Distribution Optimization Solutions and next-generation CRM and SFA products for financial services organizations. Whether for retail or wholesale environments, our solutions standardize productive, yet informal work habits and automate time consuming inter-departmental sales processes that inhibit face-to-face selling time, increasing organizational productivity and effectiveness.
Navagate’s AGILITY™ Solution Suite automates the identification, acquisition and management of customers while integrating complex marketplace-wide sales processes, all done without having to re-engineer proven, long-standing business workflows. Our solutions provide tangible benefits that standardize organizational approach for how advisors engage, develop and manage opportunities, improving marketing effectiveness, increasing face time with clients, increasing sales win rates, growing customer share and automating key reporting, distribution, selling and marketing processes.
Built with industry-standard open technologies, Navagate solutions are highly cost effective and can be rapidly deployed. Our solutions deliver on the promise of integration by easily linking to everything from desktop tools to enterprise applications, providing a holistic view of the customer relationship and consolidating front office and back office information for complete and real-time enterprise-wide visibility.
Navagate’s proven solutions address the needs of the entire financial services industry – from home office, third-party distributors and wholesalers, to investment advisors, brokers and insurance agents. Navagate provides the industry experience, products and services you need to drive productivity, lower operating costs and drive top-line growth… quickly, affordably, and easily.
Headquartered in New York, Navagate has offices throughout the United States with international offices in Hong Kong, Belarus, and India.
About the Product:
Navagate guides the way with AGILITY™—a next-generation Sales Force Automation (SFA) platform developed with a specific focus on improving financial services distribution. Whether through retail or wholesale channels, AGILITY enables growing firms to manage multiple lines of business and a large number of clients, while helping financial services professionals maximize their productivity and performance.
AGILITY focuses on getting your sales organization away from the computer and out where they belong—with customers. By leveraging and formalizing the most productive behaviors of your company’s leading managers and agents, AGILITY helps create consistent and repeatable sales processes.
By providing a consistent approach to selling processes, AGILITY helps reduce time spent preparing for client engagements, identifies up- and cross-sell opportunities, and assists in building and maintaining strong client relationships that drive more business.
In addition to traditional CRM and SFA functionality, AGILITY also includes capabilities that support management of Recruiting and Onboarding, Orphan Marketing and Management, Book-of-Business Marketing, and more.
For complete pricing details, please contact the company directly.
Rich’s Video Highlights of this CRM solution:
Rich’s View of Navagate Agility:
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