Your client and prospect sales information at your fingertips, in the office or on the go.
MySalesResults is a Sales Management System that helps you quickly and easily manage your clients and prospects anywhere with an internet connection. It was designed to let you focus on what you do best -- serving your clients and writing new business.
Easy-to-use interface so you can focus on your clients and prospects, not on data entry or paperwork
Integrates with Microsoft Outlook, allowing you to sync your contacts and calendar
Automatic calculations of your sales numbers versus your goals, along with closing ratio and revenue per relationship
Manage your cross-selling opportunities
Built in the cloud, so you can access the system anytime, anywhere, even on the iPad and most smart phones
About MySalesResults MySalesResults is a sales management system built for insurance agents, by insurance agents. The MySalesResults insurance sales management system allows sales managers and principals to measure the sales performance of producers and departments throughout their agency. MySalesResults makes insurance pipeline management a breeze for producers because they can quickly and easily track prospects in the office or on mobile devices like the iPad and most smartphones. Using MySalesResults is more effective than using spreadsheets and is less time-consuming and complex than a sales force automation system or customer relationship management (CRM) system. MySalesResults is cloud-based, so there’s no software to install.