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Circle Insurance Services

It had become hard to keep a track of our growing prospect data.  We needed a smart customer relationship management software to help us sell smarter to our potential customers.  NetSuite was the perfect solution.  It is cloud hosted so the information is real time and easy to access.  Cofficient were the obvious choice to implement since they have more NetSuite experience than anyone else on the market.

Ian Storm

  • Client Circle Insurance Services
  • Date 1st November 2018
  • Tags Financial Services, NetSuite

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