Using Customer-Facing Employees Mobile Data to Boost CRM Assets (w/Josh Behar, CEO Mobile2CRM)

Joshua Behar is CEO of Mobile2CRM, which solves an organizational blind spot by capturing business communications (Voice, Text, WhatsApp) conducted via cellular devices without violating users' privacy. -The core problem Mobile2CRM solves is customer-facing employees' usage of mobile phones to do business, whether managing customer data in their own personal excel rather than the CRM, or the common high turnover and customer poaching amongst salespeople. -The core product records and documents business mobile calls and SMS records in the CRM without infringing on the privacy of employees’ personal mobile devices. -Compliance can allow people to use a single phone to run both personal and business communication with a clear separation between the two, whether W2 or 1099 employees during peak seasonality. -Mobile2CRM is seeking strategic investment and distribution partners in the US. Previously, Joshua was CEO of Ericom Software, GM of Time To Know Inc and COO at Amdocs.  Follow the Insurtech Leadership Podcast airing weekly hosted by Joshua R. Hollander. We give you up-close access and personal insights from the leaders of the fastest-growing #insurtechs and most innovative #insurance carriers and brokers.