INTRODUCTION

Few months ago we met two owners of several insurance companies

Their businesses had identical problems, so they decided to work together to solve it.

The main problem was they couldn't find CRM system which could help them to deal with not only typical tasks and business processes, but with the unique ones as well.

That's why they had been using simple EXCEL for last few years and that's why it was difficult to improve their businesses.

So we decided to help them and develop hand-made unique CRM system accoriding to their needs.

02.

CLIENT

It wasn't our first CRM project

We decided to move according to the plan and to find out more about the company and its status

Industry

The client is a group of small insurance companies which are in charge of ensuring clients' lives, healthcare, property and etc

Staff

There are 30 managers who work with the different client bases in EXCEL and propose companies services

Potential

The companies can't be improved, because there are no relationship history with the clients, no united client base, no reminders to callback or to make aditional proposals to clients and etc

Competitiveness

Insurance market is highly competitive. That's why it is important to do everything in time and even faster than your competitors

03.

WHY

That's why we decided to use CRM to help the client

CRM philosophy is quite simple. All history of relationships with your client is concentrated in one place. All deals are easy to control with the help of special tools as a kanban bord, reminders, tasks, service shortlists and etc. And of course processes of information transferring are automatised.

04.

GOALS

Customer business analysis

We analyzed the clients business to understand which modules should be worked out first of all

The united client base

Costs and profitability сalculation

History of clients' relationships

Reminders and tasks

Reporting

05.

PROBLEMS

List of problems

In our work we encountered several mistakes which we recommend you to avoid. Here are the main recommendations for you.

You need to assign
a project manager

Your employees will have to use CRM system in future - that's why they have to be involved in the process of its developing and introducing. It is much better to assign a manager from your company, who will be in charged of testing, teaching, controlling, collecting all necessary information and etc.

You need to control
changes

The introduction of a CRM system inevitably leads to changes in the company. And these changes need to be managed. If the business owner doesn't do it, the staff can react negatively, despite the obvious advantages of those changes. They should be gradual, reasonable and understandable for everyone in the company.

You need to stimulate employees to use CRM

The transition to a new CRM is delayed in time in our case, because the owner and employees continued to use old tools and software, moreover duplicating information in both systems. It's more usual for everyone to use tools they used to apply. And it leads to extracharges and reduces value of CRM.

You need to be ready for additional costs

Despite the fact that we have prepared technical specification, addition changes can appear in the process. We warn everybody in advance that it can be a cause of extra charges on project.

06.

Key results

Key Results of project

We expect the following results after work will be done.

The united clients base should make process of working with a client faster and more comfortable

Clients' LTV should grow up because of additional proposals according to relationship history

Reminders and tasks should increase number of successful deals

Complex reports should be generated automatically in one click

Reliable and consistent information should be always available in one place for everyone

The company should become more competitive and ready to be improved

08.

ROADMAP

Introducing CRM is not a fast process

According to our plan it will take us more than 3 months to introduce the first part of functions to the business. So I want you to understand how long this path is. So we are going to.

Analyze the clients business to understand which modules and processes should be worked out first

Determine all necessary characteristics for the clients base and clients' personal card

Develop the universal deal model to make it easier to manage with it for users

Determine the content of reports for each block

Determine the role model to work with the system (access rights to blocks and processes)

Determine hardware requirements

Approve the final statement of our work

Prioritize all tasks

Start to work

Prepare all necessary data for testing and debugging of the system

Go to the end-to-end testing of introduced CRM

Train employees to work with the CRM

Prepare the documentation for the CRM

Coprorate ERP system for an insurance company

Few months ago we met two owners of several insurance companies

It wasn't our first CRM project

That's why we decided to use CRM to help the client

Customer business analysis

List of problems

Key Results of project

We provide some new flexible architecture for this project

Introducing CRM is not a fast process

Нужен проект?

Наши проекты

Few months ago we met two owners of several insurance companies

It wasn't our first CRM project

That's why we decided to use CRM to help the client

Customer business analysis

List of problems

Key Results of project

We provide some new flexible architecture for this project

Introducing CRM is not a fast process

Нужен проект?

Наши проекты

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