Thread: Microsoft dynamics CRM 4.0 Implementation

A new entrant in the insurance industry, the company needed to target and capture significant market share. To help achieve this goal, they required a robust, integrated customer relationship management solution. With help from Religare Technova, it opted to deploy Microsoft Dynamics CRM 4.0 The main objective for AEGON Religare was to automate its sales farce, customer service, and reporting systems. Some of the other challenges faced by the company were: auto assignment of lead to direct agency or tied agency as per-defined logic; servicing city mapping for assignment of lead; sending alerts to user; escalation of mails of multiple leads; incorparating non-CRM users in a case; and mapping department with assignment and escalation of the case. Microsoft Dynamics CRM 40 allowed AEGON Religare a granular view of its customers, helping the company to design better products, improve service levels and reduce operational costs significantly AEGON Religare has more than 50 branches across India where leads are assigned and cases addressed.



All leads -are assigned automatically and every lead is attended based on the assignment matrix. In addition, agents get the assignment alerts along with client information, which ensures that services of all agents across India are properly utilized With faster, automated processes on systems, employees can spend more time building customer loyalty With a combination of easy-to-use customer interfaces and robust functionality, the software delivers quick and easy access to customer information. Also, clients can reach the company by all possible mediums like, direct walk-in, phone, e-mail and SMS.This intuitive access has improved both employee and customer satisfaction.