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Effective Tracking of Sales Opportunities & Customer Needs through CRM Upgrade for UK Specialty Insurance Company

Case study

Effective Tracking of Sales Opportunities & Customer Needs through CRM Upgrade for UK Specialty Insurance Company

The client was using an outdated version of CRM. There was no central visibility of existing business opportunities being pursued by different business teams. The system was poorly integrated with existing policy administration systems. Additionally, the company felt the need for a centralized system that could effectively track customer and policy lifecycles from campaigns, quotes, policy issuance, renewals, cancellations, and customer feedback.

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Customer Value Management (cvm)

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Customer Value Management (cvm)

Personalizing experiences is key to building better business. Inability to quantify promotion effectiveness due to lack of an enterprise trade promotion management system, need to automate campaign data synchronization between CRM application and Oracle Marketing Cloud, establish a repeatable system of migrating Campaign information as well as Campaign responses, and a cloud-based sales solution that can be integrated with some of the basic communication channels are only some of the major challenges companies need to address when trying to build a flawless customer experience.

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Comprehensive Information Governance Strategy & BI Initiative Roadmap Helps Hospitality Conglomerate Achieve Uniform & Timely Business Insights

Case study

Comprehensive Information Governance Strategy & BI Initiative Roadmap Helps Hospitality Conglomerate Achieve Uniform & Timely Business Insights

The client had promoted multiple loyalty programs, business information deliveries, information technologies and fragmented responsibilities among teams and users, which prevented it from gaining a single, unified view of accurate business insights

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POS & Loyalty Backend Integration Enhances Customer Experience

Case study

POS & Loyalty Backend Integration Enhances Customer Experience

Inability to fully deliver on a superior customer experience due to technology bottlenecks and less than adequate internal operational processes.

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