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xRM/CRM4Insurance Marketing & Communications


Microsoft Dynamics CRM 2011 for Insurance- Marketing & Communications - More to Follow

Microsoft Dynamics CRM 2011 for Insurance- Marketing & Communications - More to Follow

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  • 1. xRM4Insurance Operating Systems:Marketing and Communications
  • 2. Contents1. Core objectives2. Highlights3. Companies4. Contacts5. Mailing lists6. Events7. Email templates8. Email statistics9. Social discovery10. Dashboard analytics
  • 3. Core objectives• An intuitive, easy to use, reliable, centralised and shared database of Companies (brokers, insurers and service providers) together with Contacts• Import and analyse data – generating business intelligence on premiums written• Ability to record any type of activity and track associated documents• Manage centralised or ad-hoc mailing lists• Generate invitations and mail-outs, manage events• Provide a reliable security model• Access, analyse and report on information
  • 4. Highlights Online help & training videos. Easy Search with custom views and filters.Built directlyinto Outlook. Quick preview /Reading Pane.
  • 5. CompaniesAliases &Offices. Integrated Document Management, Unlimited Policy, Claims, Relationship Events & Roles & Mailing Lists. Reporting Territories. Single click Contact access.
  • 6. ContactsAutomatic EmailActivity tracking &Audit History. Single click categorisation adds Contact to dynamic mailing lists.
  • 7. Mailing listsSupports Contactson any number ofMailing Lists.
  • 8. Events Customisable views includeTracks unlimited CPD Points etc.Event registrations& attendance.
  • 9. Email templates Upload graphics & documents, import your own layouts, quickly & easily format text.Easily create bothHTML & Textbased emails. All emails look great in any email program because the HTML output is clean and optimised for email.
  • 10. Email statistics Track interest, email traffic and/or conversions to specific web pages, landing pages or micro-sites.Emails, web visits,page views and formcapture records areautomatically linked Integrate website forms withto CRM Event records. CRM using Form Capture.
  • 11. Social discovery Integrate the latest social discovery techniques to find publicly available company and contact information from the social web.Social discovery can often find the individual’s exact LinkedInprofile and brings the individuals picture into CRM along with jobtitle updates. The Social Discovery service also searches theFacebook and Twitter APIs to find information that brokers,insurers and service providers have made publicly available.
  • 12. Dashboard analytics Real-time dashboards deliver advanced business intelligence functionality that is simple to use & easy to change.Include inline chartswith drill-downintelligence to visuallynavigate data, identifytrends & uncover newinsights.
  • 13. Achieve new levels of productivity throughquicker access, easier communication, with “one system” for marketing, policies & claims  Easy to learn and use  Functional, easily customised  Integrates document and activity/email management  Delivers new innovation  Drives excellence For more information, Email: DBlumentals@xRM.asia Phone: +61 409 245 354