A life insurance and financial services company was in the process of modernizing its organization and the technology that supports its core business process.
A life insurance and financial services company was in the process of modernizing its organization and the technology that supports its core business process.
A life insurance and financial services company was in the process of modernizing its organization and the technology that supports its core business process. The organization has historically followed a very traditional sales model, with information about customers and prospects primarily residing with individual salespeople, and little to no centralized view of constituents or constituent demographics. In addition, the organization has data siloed within a specific department and conducts little to no centralized marketing.
Engaged to conduct and develop a CRM Strategy that assessed the current business needs and opportunities, identified how those business issues could be resolved by CRM technology available in the marketplace, and provide perspective as to how the client’s current CRM technology could be extended to fulfill those needs.