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Implementation of the Microsoft “Dynamics CRM” solution and the “Customer Insights” solution for a 360° view of customers
Get’IT / USE CASE Get’IT / Implementation of the Microsoft “Dynamics CRM” solution and the “Customer Insights” solution for a 360° view of customers
Project:
Project name:

Grouping of Tunisian information and technology companies.

Customer:
National Insurance Company – NIC
Sector of activity:
Insurance
Country:
Mauritius
Challenges
  • Consolidate customer data in a single tool and have a 360° view of the customer
  • Monitor the various interactions with customers and respond effectively to their requests on several channels
  • Use intuitive and secure technology, easy to interface with the NIC information system
  • Use mobility for connection with capabilities to connect in offline mode
Project description

Implementation of the Microsoft “Dynamics CRM” solution and the “Customer Insights” solution for a 360° view of customers:

  • Customer and contact management
  • Integration of the “Customer Service” module
  • Integration of the “Customer Insights” solution
  • Integration of the “Sales Force Automation” (SFA) and “Marketing” modules for agents and brokers
  • Management of turnover and sales objectives
  • Integration with the insurance information system
  • Integration of CRM with the CTI (Computer telephony integration) solution and the insurance contact center
  • Automatic generation of dashboard, reports and performance indicators (KPI)
expertise
  • Advice
  • Development
  • Integration
  • Training
solutions
  • Customer relationship
  • Data analytics

USE CASE TO DISCOVER

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UIB

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