Your SlideShare is downloading. ×
Insurance executive briefing 08052014
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Insurance executive briefing 08052014

79

Published on

Pythag

Pythag

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
79
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Our expertise. Your potential. Pythagoras & Cisilion Insurance Executive Briefing 8th May 2014, London Andy Cowdrill - Sector Manager Richard Bowes – Microsoft Solution Director Paul Bartram – Head of Pre-Sales
  • 2. Agenda 16.00 Introductions 17:30 Innovation Suite 16:15 Market Trends 17:50 Q & A 16:30 Drive Efficiency 18:00 Drinks Reception
  • 3. About Pythagoras Add image 80 Strong team Delivering solutions across the stack Offices across the UK and Europe Accelerators Insurance Sector Team Integration experience Delivering strategic solutions across the Microsoft technology stack (Microsoft Dynamics CRM, SharePoint, Office 365 and Yammer) to leading Insurance organisations throughout the UK.
  • 4. About Cisilion Add image Systems Integrator 42 Countries 5 Continents Business led not technology led 14 qtr’s of double digital growth Award winning customer service Formed in 2000
  • 5. Microsoft Dynamics CRM LyncSharePoint Yammer Office 365 Our Expertise. Your Potential. Delivering solutions across the Microsoft Stack to leading organisations throughout the Globe.
  • 6. Market Trends
  • 7. 1 2 3 BDM Strategy Mobile Working Leverage Value of Data 3 key market drivers….
  • 8. One View…..
  • 9. Keep it simple…. 5 considerations Map User Journey’s Start Small Rollout Strategy Integration and Consolidation 1 32 4 5 User Requirements 1
  • 10. Solution Showcase Paul Bartram Pre-Sales Consultant
  • 11. Touch points overview
  • 12. Peter Head of Communications “I can quickly create and manage targeted campaigns, track responses and create follow up activities for identified business opportunities” Campaign Management
  • 13. Newsletter Sent to prospective Brokerage Contact New Brokerage reads email and looksat our website Completes Contact usform Automatic reply Email Sent Value Above X BDM Support Calls/Sends info and records updates Add to Marketing List(s) Generate Emails For Events/Updates Information Recieved Registers for event(s) Automatic confirmation Email Sent Prior Event communications Emails/SMS Information Recieved Attends Event Automatic thank you Email Sent Add to Marketing List(s) Next relevant Event(s) Scenario 1: Broker/Client on-boarding journey
  • 14. Peter Head of Communications “I can quickly create and manage targeted campaigns, track responses and create follow up activities for identified business opportunities” In summary... Segmentation, Marketing Spend, Delivery - Ability to quickly and easily build effective campaigns - Seamlessly segment client data - Improve targeting capabilities - Enhance client profiling (KYC) - Confidently track communications to and from client Campaign Management
  • 15. Richard Business Development Manager “My dashboard allows me to identify open opportunities and evaluate the team goals. With a full 360 degree view of companies and contacts I can easily identify other opportunities.” Broker Development Management
  • 16. Value Above X BDM Support Calls/Sends info and records updates Scenario 1: Business Development Managers journey Review/ next contact Due Appointment Scheduled Broker Callsto Reschedule appointment BDM Notified BDM Researches Brokerage/Broker Call to Confirm Automatic confirmation Email Sent Attends Records Outcome(s) Opportunity Created/ Record updated
  • 17. Richard Business Development Manager “My dashboard allows me to identify open opportunities and evaluate the team goals. With a full 360 degree view of companies and contacts I can easily identify other opportunities.” In summary... Analysing, Tracking, Engaging - Increased efficiency and productivity of field based employees - Improved face to face interactions between brokers and clients - “On the move” activity logging - Timely access to data anytime, anywhere, anyhow Broker Development Management
  • 18. Claire Management Information “My dashboard allows me to identify open, won and progress opportunities and see what my BDM’s doing, so that I can assist them to close deals. With the integrated portal and knowledge base this ensures our team respond in a timely and effective manner.” Management Information
  • 19. Claire Management Information “My dashboard allows me to identify open, closed and breached service cases and show complaint lists. With the integrated portal and knowledge base this ensures our team respond in a timely and effective manner.” In summary... Efficiency, Compliance, Resolution - Single view of all client complaint cases and next actions - Understanding of client value against case - Seamless generation of FSA ready reports - Effective case workload management and monitoring - Full management audit capability and SLA’s Management Information
  • 20. - Increased efficiency and productivity of field based employees - Improved face to face interactions between brokers and clients - “On the move” activity logging - Timely access to data anytime, anywhere, anyhow - Ability to quickly and easily build effective campaigns - Seamlessly segment client data - Improve targeting capabilities - Enhance client profiling (KYC) - Confidently track communications - Single view of all cases and actions - Understanding of client value against case - Seamless generation of FSA ready reports - Full management audit capability and SLA’s Head of Communications Sales Manager Management Information
  • 21. Cisilion Innovation Suite
  • 22. • Monitor and track key words from across social media within Microsoft Dynamics CRM • Full sentiment analysis and brand presence Microsoft Social Listening • Full case management including social media integration Microsoft Dynamics Service (Parature) • Full end to end marketing campaign management Microsoft Dynamics Marketing Dynamics CRM Roadmap
  • 23. 1 2 3 FOC Workshop Tailored Demo Rollout Proposal Call to action….
  • 24. Question Time

×