Bamboo brings together more than 20 financial product providers and multiple integration partners to automate the agent licensing process and provide real-time data feeds with vital industry intelligence metrics.Īdditionally, Bamboo provides field agents with access to sales numbers, promotion progress and milestone tracking, which incorporate gamification elements, such as a contest rules section and leaderboards with real-time updating. #Php bamboo software#“In order to build a unique platform that truly met PHP’s business needs, we dissected every step of the insurance agents’ processes to understand what the customized solution needed to accomplish and to ensure it would genuinely work while satisfying both the corporate and field teams’ unique requirements.”īamboo is the first-of-its-kind system for a network marketing business model, as it combines a robust back-end enterprise resource planning (ERP) software platform with a detailed customer relationship management (CRM) interface and two-way communications mobile app functionality, allowing PHP’s headquarters to chat and collaborate with field agents in real-time. “Before we begin any project, our goal at 7T is to understand our client’s businesses better than they do,” said Shane Long, President and COO of 7T. (PHP), a national financial services company, that was completely customized to address the company’s continued rapid growth and improve their field agent’s workflows. (7T), a cutting-edge software development firm, recently deployed an all-in-one platform for PHP Agency, Inc. Read Time: 2 minutes 7T Develops Customized Platform for PHP Agency, Sets the New Standard of ERP and CRM Systems for Network Marketing CompaniesĭALLAS, TX, Novem7T, Inc. Enterprise Resource Planning (ERP) Platforms.Customer Relationship Management (CRMs).
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