Overview
[Industry] [Client Size] achieved massive gains in sales productivity and customer satisfaction.
Location: [Client Location]
Introduction: The client, with over 500 CRM users, was seeking a complete transformation of their customer relationship management system to enhance sales and customer service operations.
Challenge
The company had a legacy CRM with disconnected processes, making it difficult to manage complex data and gain visibility into its sales pipeline.
Solution
We implemented Dynamics 365 Sales and Dynamics 365 Customer Service for 500+ users. We complexly migrated critical legacy data, built custom policy management modules, and established tight integration with their core underwriting systems. To cap it off, we created real-time Power BI dashboards to provide a unified, actionable view into the entire sales pipeline.
Impact: This transformation resulted in a 45% increase in sales productivity. It dramatically reduced quote turnaround time from a lengthy 5 days to just 2 hours, all while increasing customer satisfaction scores by an impressive 38%.