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Follow on Google News | Microsoft CRM Increases Productivity for Insurance CompanyPythagoras has implemented another CRM installation for an Insurance company, based on their Microsoft CRM for Insurance platform.
By: Jamie Langdon 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/ 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/ User adoption was eased by the seamless integration with Microsoft Office applications, and all customer activity resides within Microsoft Outlook. # # # About Pythagoras Pythagoras is working closely with leading Insurance and Reinsurance companies, many of whom are in the London Market, as well as the wider financial services marketplace. Together we are leading the way with innovative technology applications that are helping these organisations collaborate and manage relationships with partners and customers more effectively. By joining up information systems across your business, a single view can be gained of each customer or supplier relationship, enabling departments to understand their customers better and target their services more accurately. http://www.pythagoras.co.uk/ End
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