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

1. xRM4Insurance Operating Systems:
Marketing and Communications

2. Contents
1. Core objectives
2. Highlights
3. Companies
4. Contacts
5. Mailing lists
6. Events
7. Email templates
8. Email statistics
9. Social discovery
10. 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 directly
into Outlook.
Quick preview
/Reading Pane.

5. Companies
Aliases &
Offices.
Integrated
Document
Management, Unlimited
Policy, Claims, Relationship
Events & Roles &
Mailing Lists. Reporting
Territories.
Single click
Contact access.

6. Contacts
Automatic Email
Activity tracking &
Audit History.
Single click categorisation adds
Contact to dynamic mailing lists.

7. Mailing lists
Supports Contacts
on any number of
Mailing Lists.

8. Events
Customisable
views include
Tracks unlimited
CPD Points etc.
Event registrations
& attendance.

9. Email templates
Upload graphics &
documents, import
your own layouts,
quickly & easily
format text.
Easily create both
HTML & Text
based 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 form
capture records are
automatically linked Integrate website forms with
to 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 LinkedIn
profile and brings the individual's picture into CRM along with job
title updates. The Social Discovery service also searches the
Facebook 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 charts
with drill-down
intelligence to visually
navigate data, identify
trends & uncover new
insights.

13. Achieve new levels of productivity through
quicker 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