Case Study
Maximizing ROI: Microsoft Dynamics 365
CE Sales Implementation in the Insurance
Sector
Case Study
Maximizing ROI: Microsoft Dynamics 365 CE Sales Implementation in the Insurance Sector
Our client, a renowned insurance company based in Singapore, is embarking on a comprehensive drive to modernize and optimize its sales processes in several locations, including Singapore, Malaysia, Indonesia, and Thailand. The organization aims to improve operational efficiency, increase customer engagement, and promote long-term growth. In collaborating with Oaktree Software for this transformative solution, our client demonstrates a proactive approach toward leveraging industry expertise and advanced technology to drive innovation and excellence in the insurance sector.
Client Achievement
Diverse Regional Practices
Adapting sales processes to suit varying working practices across regions introduces complexity.
Varying Legal Requirements
Navigating distinct legal frameworks in each country adds layers of complexity to sales operations.
Resistance to Change Mindset
Overcoming a reluctance to embrace change among stakeholders complicates the implementation of new sales processes.
Bidirectional, Near-Real-Time Integration
Implementing seamless bidirectional integration between systems requires handling concurrency issues when updating the same record simultaneously.
Custom Page Challenge
Customizing the 'Add Product' screen for quotes and sales orders is constrained by limitations in the out-of-the-box solution.
The Solution
- Customize sales processes and training to reflect the specific practices of each location while adhering to basic principles.
- Collaborate closely with legal professionals to tailor sales processes and ensure compliance with local legislation in each country.
- Foster an open culture and give thorough training to facilitate the adoption of new methods.
- Implement effective data synchronization techniques to handle concurrent updates and provide seamless system integration.
- Overcome restrictions in the out-of-the-box product by utilizing customization choices or devising other techniques to fulfill specific business objectives.
Results:
Increased Sales productivity by 40% with Customer 360 information and Business Processes
Streamlined processes across regions with 80% common processes.
Customer response time increased by 25% which allows them to serve more customers.
Overall review impact by CRM with 5% contribution.
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