Business Situation

Our insurance client was undertaking an extensive business transformation programme. This included a review of its current business model, as well as its processes and systems.

As part of the programme, they introduced a new sales strategy and required an effective information technology solution to support and drive their processes. To this end they selected Microsoft Dynamics CRM as their platform to deliver this change together with slicedbread as their implementation partner.

The key objectives of the project were to enable full pipeline transparency at all sales stages to support collaboration and effective management of customer data, improving conversions and renewal management whilst delivering accurate and consistent pipeline forecasting and reporting. The project also required a full migration of data from Salesforce.com.

Technical Situation

slicedbread worked closely with key individuals from the company’s sales and IT teams to undertake rapid requirements gathering.

This collaborative approach ensured slicedbread fully understood the new sales processes and were able to configure the Microsoft Dynamics CRM to best fit the business. This included designing screens, creating fields and setting up bespoke customer profiles. Slicedbread held regular prototyping workshops to demonstrate the functionality of the CRM tool.

This enabled the client to get a feel for the application on live screens and make sure it offered the functionality and capability they required before user acceptance testing commenced.

The Solution

The company’s CRM has provided the business with a centralised and consistent view of its sales data, customer product portfolios and activity history.

Not only will this help automate workflow rules and sales stages, but with better information and more reliable data the business has the means to be far more agile and efficient in its operations. Ultimately, enabling the business to further develop best practice across its sales models.