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
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.
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.
15. 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
16. 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
17. 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
18.
19. 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
20. 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
21.
22. 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
23. - 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
25. • 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
