Microsoft CRM Increases Productivity for Insurance Company

PRLog (Press Release) - Nov 04, 2009 -
A leading Insurance company has chosen Microsoft CRM after they had identified a requirement to deploy a centralised customer management solution, with the key objective to support its business relationships and engagements in the UK, Ireland and Asia. The company understands that competitive insurance and reinsurance businesses must consistently infuse their offerings with new technologies and more customised services. The solution would enable coordinated access to and management of information relating to external contacts across all client-facing teams.

This leading Insurance Company wanted to overcome the inefficiencies of each person maintaining his or her own prospect or customer lists in Microsoft Excel or Outlook. They also needed to replace its old contact management systems, which was hard to use and maintain without amassing large IT consulting and system fees.

With no centralised CRM system, duplication was sometimes a problem and seeing an overall view of the client or prospect was not easy to produce. The company also wanted to improve on the manual customer processes that made tracking, accountability, and the ability to capture institutional knowledge difficult.  And Flexibility was the key. The Company required a single solution that could be tailored to manage its multiple, distinct business units that worked from within Microsoft Outlook.

Microsoft CRM http://www.pythagoras.co.uk/microsoft_crm.aspx turned Microsoft Office Outlook into the one place where they can manage both customer data and communications. Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications. Microsoft CRM allowed them to extend the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into one central location for your sales and marketing staff.

This Insurance Company selected Microsoft CRM as its main insurance software system for its superior ease of use, opportunity management, flexibility and Outlook email collaboration. The solution has made individuals more efficient and productive through its tight integration with Microsoft Outlook and existing office systems, as these cut down on switching software applications, and all customer information resides from within Microsoft Outlook. The solution enables the desired coordinated access to and management of external contact details by all client-facing teams.

With a single common system the Insurance Company now touches the customer as one company, rather than as separate business units or individual employees. The Insurance CRM http://www.pythagoras.co.uk/crm_software_insurance.aspx solution enabled the company to consolidate customer information previously spread across multiple databases and provides a firm foundation to drive the business forward with consistent, accurate metrics reporting.

User adoption was eased by the seamless integration with Microsoft Office applications, and all customer activity resides within Microsoft Outlook.