Mensura, a Belgian insurance company, implemented Microsoft Dynamics CRM to streamline its quote management process and improve collaboration. A proof of concept showed CRM could integrate Mensura's various legacy systems. CRM provided a centralized platform for quotes, contracts, clients and brokers. It automated calculations and gave managers a 360-degree view of customer information. This has led to more efficient quoting and better-informed decisions.
Guidebook microsoft dynamics gp - Manufacturing Resource PartnersSania Baker
Microsoft Dynamics GP helps organizations improve business operations and financial management, driving greater productivity, improved visibility for decision making, and reduced costs. Deployed properly, Microsoft Dynamics GP can deliver payback in less than one year.
Master Data Management (MDM) for Mid-MarketVivek Mishra
Over the years, MDM has catered to the data requirements of big players or large organizations. But in last few years due to its benefits, small and medium businesses (SMBs) are moving towards MDM to organize, categorize, and localize their master data according to the scale of operations and business processes.
Checkout our whitepaper to learn how master data management (MDM) can help you refine your data for optimal data usage. Discover the essential features of a successful MDM software, and explore how MDM can help improve your organization’s data quality, business insight, and more.
Guidebook microsoft dynamics gp - Manufacturing Resource PartnersSania Baker
Microsoft Dynamics GP helps organizations improve business operations and financial management, driving greater productivity, improved visibility for decision making, and reduced costs. Deployed properly, Microsoft Dynamics GP can deliver payback in less than one year.
Master Data Management (MDM) for Mid-MarketVivek Mishra
Over the years, MDM has catered to the data requirements of big players or large organizations. But in last few years due to its benefits, small and medium businesses (SMBs) are moving towards MDM to organize, categorize, and localize their master data according to the scale of operations and business processes.
Checkout our whitepaper to learn how master data management (MDM) can help you refine your data for optimal data usage. Discover the essential features of a successful MDM software, and explore how MDM can help improve your organization’s data quality, business insight, and more.
IT has become increasingly complex and difficult to manage
and scale. Costs are growing at unprecedented rates, as
enterprises continue to add technologies in response to an
explosion in the quantity and new types of data. This explosion in data and the patchwork of methods used to store, retrieve
and provide usable views has resulted in inefficiencies in data center architecture, duplication of data base licenses, increased costs for data storage and management, and inefficient use of data center technicians. Database replication alone has precipitated new challenges and resulted in the lack of consolidation
of numerous software middleware licenses, further increasing costs.
We researched the 19 publicly announced enterprise microsharing applications and present them here side by side. We explain the significant differences and provide guidance on what to consider when selecting an application. This analysis constitutes the first attempt to define, compare, organize and analyze application players in the space, and can be used by companies to understand how to select appropriate microsharing solutions for their unique situations.
Comprehensive survey of the enterprise microsharing tools market from Pistachio Consulting. To download the full report, go to: http://pistachioconsulting.com/updating-comparison/
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
www.charisma.ro
www.totalsoft.ro
Charisma Collection is the only tool dedicated to debt collection, which is natively integrated with ERP, HR or CRM solutions provided by most powerful providers in the world. Thus, you can have an end-to-end, multi-company, multi-site, multi-location solution you can access remotely, at any moment, by means of a mobile device with Internet access, at an unparallel total cost of ownership (TCO).
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
Sales Journey Assistant for Dynamics CRM - flyerRealDolmenCRM
Support your sales forces during all the stages of the sales process.
Organizing recurring visits to customers is not always easy and requires a thorough follow-up. Frequency depends on several criteria such as the yearly turnover, turnover increase, customer segmentation, etc.
Sales Journey Assistant helps sales forces organize these visits and supports them during the entire sales journey.
IT has become increasingly complex and difficult to manage
and scale. Costs are growing at unprecedented rates, as
enterprises continue to add technologies in response to an
explosion in the quantity and new types of data. This explosion in data and the patchwork of methods used to store, retrieve
and provide usable views has resulted in inefficiencies in data center architecture, duplication of data base licenses, increased costs for data storage and management, and inefficient use of data center technicians. Database replication alone has precipitated new challenges and resulted in the lack of consolidation
of numerous software middleware licenses, further increasing costs.
We researched the 19 publicly announced enterprise microsharing applications and present them here side by side. We explain the significant differences and provide guidance on what to consider when selecting an application. This analysis constitutes the first attempt to define, compare, organize and analyze application players in the space, and can be used by companies to understand how to select appropriate microsharing solutions for their unique situations.
Comprehensive survey of the enterprise microsharing tools market from Pistachio Consulting. To download the full report, go to: http://pistachioconsulting.com/updating-comparison/
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
www.charisma.ro
www.totalsoft.ro
Charisma Collection is the only tool dedicated to debt collection, which is natively integrated with ERP, HR or CRM solutions provided by most powerful providers in the world. Thus, you can have an end-to-end, multi-company, multi-site, multi-location solution you can access remotely, at any moment, by means of a mobile device with Internet access, at an unparallel total cost of ownership (TCO).
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
Sales Journey Assistant for Dynamics CRM - flyerRealDolmenCRM
Support your sales forces during all the stages of the sales process.
Organizing recurring visits to customers is not always easy and requires a thorough follow-up. Frequency depends on several criteria such as the yearly turnover, turnover increase, customer segmentation, etc.
Sales Journey Assistant helps sales forces organize these visits and supports them during the entire sales journey.
Travi@ta newspaper with ARTICLES about Single View of broker & customer, Contact Management, Activity Management, Goal Management, Sales Automation, Marketing Automation, Customer Care; TESTIMONIALS from AXA Belgium, Mercator Insurance, Mensura, Keytrade Bank, HPG Belgium, Delta Lloyd Life,
Fintro, Microsoft; much more ...
DOWNLOAD THE FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2012
Financial Services CRM Special newspaper. Edition 2013 with testimonials from Delta Lloyd Life, AXA Belgium, Keytrade Bank, CCV, Genii Capital and articles about Mobile CRM, Social CRM, CRM for Insurance, CRM for Banking, Single View of Customer & Broker, Marketing Automation, ...
DOWNLOAD FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2013
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
Delta Lloyd Life, one of the largest players on the life insurance market, set itself the objective of prolonging its growth in the years to come. After several mergers, it needed to align all resources and processes within the organisation to do this. In parallel with an ambitious Change Management programme, Delta Lloyd Life decided to invest in a CRM solution that was capable of centralising all information relating to the intermediaries - the financial advisers. Today, the sales team and the Marketing Department of Delta Lloyd Life are reaping the benefits with more efficient access to data that are of a higher quality. But above all, the CRM solution constitutes the platform for the realisation of a sales strategy: that of providing more intense support for customers with advanced digital intelligence.
Project Management Integration. New Effective Approaches Data2CRM.API
Uncover the problems by offering an automated data movement between your service and CRM. Achieve the set goals and enlarge the profit growth within Project Management Integration.
Last November, Ergo hosted an event for IT professionals who were anxious to hear about the future of business technology. The event entitled Year Zero offered insights into “new ways of working”.
We call it Year Zero because we believe it’s the start of a new era in business technology. The availability of new technologies, the consumerisation of IT, and the economic downturn, have all fundamentally changed the way we go about IT. Cost and complexity are no longer acceptable. Organisations must now undertake a journey to turn IT into a platform for business innovation.
Infographic depicting how to implement Microsoft Dynamics CRM with a fast track to value with predictable, low monthly payments. Demonstrates how Preact's Instant CRM package is used by sales teams to deploy CRM and shares examples of the frequent benefits gained within 12 months. Visit www.preact.co.uk to learn more.
"Peter Robson, Professional Service Manager of HumanConcepts discusses about why they chose FinancialForce Accounting:
The ability to view all the data from FinancialForce Professional Services, Salesforce CRM and HumanConcepts accounting system quickly and easily is invaluable."
Privacy in the Public Cloud: Microsoft Dynamics CRM OnlineNerea
Reflecting Microsoft’s approach to privacy by design, Microsoft Dynamics CRM Online was built from the ground up with strong data protection in mind.
In the following pages, we will discuss Microsoft’s philosophical and practical approach to safeguarding information in the cloud, as well as several of the tangible benefits that have resulted for Microsoft Dynamics CRM Online customers.
Marquardt innovates with Serena Software and achieved greater collaboration, transparency and quality in their development processes through Dimensions CM.
Traviata CRM for Insurance Carriers - brochureRealDolmenCRM
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.
Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.
Microsoft's Customer Engagement Strategy
The newest release of Microsoft Dynamics CRM represents a huge leap forward in Microsoft's journey to deliver intelligent customer engagement. The strategy is clear: to enable organizations to personalize customer experiences; to give them the tools to be more proactive, and to empower them with the intelligence to be able to predict trends and identify patterns to know what the customer needs and wants before they do.
Customer testimonial: Agency Service Management at AG Insurance
AG Insurance explains how they replaced an existing todo management system by a new implementation using MS Dynamics CRM, improving the user experience and reporting capabilities, while maintaining the existing integrations with the back-end systems.
The Relevance of Insurance in the Digital Age
Based on the most recent figures about the Insurance sector in Belgium (for various market segments and distribution models) and the agenda of the government and the sector itself, Wauthier Robyns discusses the changes in offer and demand that are crucial for every insurer to determine their strategy.
De Lijn wanted to improve its customer service and is
therefore introducing Microsoft Dynamics CRM, with
the help of its CRM partner, Travi@ta. Travi@ta is also
integrating the software with various backend systems
so the new tool really is a single working environment
for De Lijn employees.
CCV Belgium, a value-added distributor of electronic payment systems and a part of an international group, introduced a sophisticated commercial follow-up system for its direct sales organisation, from first contact to the signing of the sales order. It quickly became apparent that the company was unable to operate outside of a CRM system in order to share information and better follow up success ratios in the sales teams. Based on a needs assessment and a personalized demonstration, CRM partner Travi@ta was able to convince CCV Belgium to choose a solution based on Microsoft Dynamics CRM. The intention is that other countries within the group - the Netherlands, Germany, France and Switzerland - will follow Belgium's example.
FIA officials brutally tortured innocent and snatched 200 Bitcoins of worth 4...jamalseoexpert1978
Farman Ayaz Khattak and Ehtesham Matloob are government officials in CTW Counter terrorism wing Islamabad, in Federal Investigation Agency FIA Headquarters. CTW and FIA kidnapped crypto currency owner from Islamabad and snatched 200 Bitcoins those worth of 4 billion rupees in Pakistan currency. There is not Cryptocurrency Regulations in Pakistan & CTW is official dacoit and stealing digital assets from the innocent crypto holders and making fake cases of terrorism to keep them silent.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
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A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
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Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
1. Microsoft Dynamics CRM
Mensura’s contract managers are now making quotes more
efficiently thanks to Microsoft Dynamics CRM.
Mensura is the third biggest Workers’ Compensation insurer in
the private sector today. Various types of software, which were
not integrated and were increasingly old, were hampering the
effectiveness of the commercial teams and the contract mana-
gers, especially with regard to making quotes and following up
on them. The group decided, therefore, to streamline the quote
management process. Microsoft Dynamics CRM and its xRM
development environment have turned out to be the ideal solu-
tions to meet the needs of users. After implementing a “Proof of
Concept” in ten days, CRM partner Travi@ta put in place a new
CRM solution. Nowadays, the 360° visibility of centralised infor-
mation contributes to better decision-making and improves the
performance of business negotiations.
2. Towards better management of commercial
activities
Overview
At the end of 2008, Mensura Insurances
Country: Belgium management asked the Information & Process
Sector: Insurance Management (IPM) department to study new
processes which would help them to attain better
operational effectiveness.
Frédéric Kekenbosch, Business Process
Manager: “While the initial goal related mainly to
quote management, we quickly extended the
project, so that it would also deal with processes
related to supporting sales activities,
Profile Mensura relationships with brokers, and the mobility of
Mensura is active in the areas of health and safety at work,
absenteeism and family allowances management, insurance our Sales team”.
against accidents at work and Collective Law insurance. Mensu-
ra Insurance counts more than 30,000 clients and has relati-
onships with 5,000 brokers. A true xRM tool
The IPM department analysis led in 2009 to the
first version of specifications which would be the
Challenge basis for the choice of a new standard piece of
The contract managers did not have an effective tool to calcula- software. “A first demo of Microsoft Dynamics
te and manage quotes. The tool that they had was becoming
old. The lack of integration of the various components led to CRM by Travi@ta enabled us to realise the
multiple data encoding and sharing of information within the
organisation in a way that was less than optimal.
possibilities that a true xRM development tool
can offer. A ‘Proof of Concept’, put in place by
Travi@ta in barely ten days, convinced us that
Solution the xRM environment which accompanies
Microsoft Dynamics CRM and its xRM environment were the Microsoft Dynamics CRM had the potential to
ideal solution as an integrated platform for optimising quote
management and business relationships with the brokerage meet our needs,” explained Frédéric
world, with 360° visibility of information. Kekenbosch.
Proof of Concept
Benefits
• Optimisation of the quote management process The implementation of a ‘Proof of Concept’ was
• Sharing and 360° visibility of centralised information to enable the testing of the performance of
within the organisation
Microsoft Dynamics CRM when it came to a large
• Flexibility and possibility for growth of Microsoft Dyna-
mics CRM and the xRM environment volume of data: 170,000 client descriptions,
• Travi@ta’s experience and know-how 5,000 brokers, 30,000 insurance contracts and
almost 200,000 lines of financial data to be
managed in a single CRM application.
From the beginning, the involvement of users
was a crucial element in the setting up of the
test environment: ten key users from different
departments, including members of
www.traviata.be Management, sales representatives and a few
+32 (0)2 721 88 80 managers from the Contracts department were
able to test the application and give their opinion
3. on how user-friendly it was, its performance, the
integration of data from other software used by
Mensura, and whether it would be possible to see
these when on the move or working remotely.
Frédéric Kekenbosch: “Compared to the
alternative, which was to develop a home-made
solution, the ‘Proof of Concept’ showed that
Microsoft Dynamics CRM provided an additional
wealth of functions thanks to its user-friendliness
and its native integration with other office tools.
Recreating this would have been possible, but we
would have been missing out on what already «With a new module developed in the xRM
existed elsewhere, and with greater functionality. environment, we wanted to standardise and
rationalise our quote calculation process. The
Calculation tool goal was clearly to save time when making a
quote. We will measure it after a few months
The journey towards implementing the new of active use. But it is already clear that the
system started in March 2010. The first stage integration of Microsoft Dynamics CRM with
was replacing the existing quote management Microsoft Outlook contributes to user-
tool and improving the visibility of client and friendliness and effectiveness. »
contract information.
Frédéric Kekenbosch, Business Process
In the past, contract managers had to use Manager, Mensura
different pieces of software to make a quote,
with, as an immediate consequence, redundant
data encoding taking place. At the same time, the
business teams didn’t have a truly centralised Help with decisions and improved visibility
tool to check information relating to quotes, Microsoft Dynamics CRM is also a tool which
contracts, and clients. helps the decision making process: based on
inputted data and parameters and rules put in
The official date of the launch of the first phase place, the system automatically suggests the
of the Microsoft Dynamics CRM project was appropriate rate to put into an offer, which
December 1st 2010. In the weeks preceding the means the contract managers don’t have to
launch, Travi@ta and Mensura put in place an make manual, Excel-table-based calculations.
intensive training programme for users, allowing
six half-days of training for each of the 40 users. Thanks to this centralisation, the company data
are also more visible, for the management as well
Frédéric Kekenbosch: «With a new module as for the commercial department. It is now
developed in the xRM environment, we wanted to possible for employees to work on the move: they
standardise and rationalise our quote calculation can work remotely – online, or offline when an
process. The goal was clearly to save time when internet connection is not available.
making a quote. We will measure it after a few
months of active use. But it is already clear that A 360° view
the integration of Microsoft Dynamics CRM with At the end of January 2011, the second phase of
Microsoft Outlook contributes to user-friendliness the project at Mensura allowed to make all the
and effectiveness. » financial and technical information on the