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Ratings and Reviews 0 Ratings
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D&B HooversD&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.
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What is Zywave Sales Cloud?
Enhance critical workflows to promote sustainable growth effectively. Agencies need a well-organized strategy to pursue and secure new business opportunities while also delivering exceptional service to keep their existing clientele satisfied. By integrating advanced technology into your agency, you can automate mundane tasks, allowing you to offer unparalleled value to both potential clients and current customers. Utilizing these technological advancements will help you stay ahead of qualified leads while also nurturing your existing client relationships, ultimately boosting your sales, renewals, and service operations. Revolutionize your entire process—from lead acquisition to contract renewals—by harnessing the innovative capabilities provided by the Zywave Sales Cloud. Strengthen your competitive advantage with our comprehensive suite of tools designed to attract new leads, build rapport with prospects and existing clients, and streamline servicing workflows. This powerful platform simplifies your entire sales process, enabling you to easily identify and connect with new leads, manage communications without hassle, and take command of prospect meetings by providing actionable insights. Furthermore, with these advanced resources at your fingertips, your agency stands to achieve outstanding efficiency and effectiveness across all operational aspects, paving the way for future success.
What is CoordinateHQ?
CoordinateHQ provides a streamlined platform designed for efficient project management and smooth collaboration via a user-friendly client portal. By consolidating various tools into one interface, it promotes alignment among teams and supports scalable growth. Your team can access all essential resources needed for effective project execution from initiation to completion, while clients are only shown the tasks that require their attention, although they can opt to view the entire project overview. This platform removes the necessity for separate systems currently used in client interactions, allowing you to monitor the status of all your projects and tasks in one unified view. Communication is structured around specific tasks, ensuring clear exchanges between your team and clients, and includes a section for broader discussions. CoordinateHQ can be customized to fit seamlessly into your existing workflow, allowing for the consistent and repeatable delivery of client projects. As your best practices evolve, CoordinateHQ is designed to adapt alongside them, promoting ongoing improvement. Additionally, you can personalize your Coordinate portal by adding your logo, color scheme, and domain name, which enhances your brand visibility. This bespoke experience not only elevates client satisfaction but also strengthens your company’s identity in every engagement, making each interaction memorable and impactful. Ultimately, CoordinateHQ empowers you to streamline operations and foster stronger client relationships through its versatile features.
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$65 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Zywave
Date Founded
1995
Company Location
United States
Company Website
zywave.com
Company Facts
Organization Name
CoordinateHQ
Company Location
United States
Company Website
www.coordinatehq.com
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Categories and Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies