Embed Size (px)
Citation preview
endsleigh insurance
one solution across our business
our business insurance intermediary
– over 60 insurance partners established 1965 head office in cheltenham large sales operations centres in cheltenham,
burnley and northern ireland 30 relationship managers working from remote
locations 1100+ employees dynamic internet presence
business portfolio
carhomestudenttravelbikelandlordsrenterpetcaravanmusicalbreakdown
mortgagelifepensioncredit cardsavingsinvestmentsloans
large businesssmall businesscharitysportscommercialuniversity
endsleigh network
in partnership
our technology microsoft based infrastructure
– active directory– outlook / exchange– sharepoint– office– MS dynamics GP– MS office communications server 2007– .NET development platform
large legacy system based on ibm iSeries bt voice over ip integrated national telephony network
our issues
management of a complex and disparate group of entities– business to business prospects– partnership managementtwo areas, same issues
allowing our 30 relationship managers and business development executives to work seamlessly within our systems from any remote location
our issues
manual processes which were error prone administration and labour intensive data and information not open mixed communication channels agents and partners work in different ways
– different contractual arrangements– different systems to interface to
central knowledge management
our requirement
‘out of the box’ solution– weren’t looking for a large development
multi-company fsa compliance multi-platform integration support ‘light’ scaleable (and cost effective to scale !) easily trained lever benefit from existing technology (eg great plains) demonstrable roi potential
our solution – what?
microsoft dynamics crm solution integrated with MS dynamics,GP integrated with iseries data
our solution – why?
a platform we understand easily integrated
– backend data– front-end applications (eg dynamics GP)
easily trained– familiar user interface– consistent approach
we are able to ‘start small’ low cost of entry not resource intensive
– existing hardware and network infrastructure future potential and direction of the product
our solution – how?
developed in partnership with ciber uk– didn’t want in-house development but were looking to not be
tied to a partner for support 4 day initial fact find process with partner 12 week development and implementation cycle with low impact
on endsleigh development staff– design and creation of data mart to allow multi-platform data
accessibility– integration of data with great plains– report creation and distribution mechanism
2 days training for users 1 day training for support staff
– handover of all support functions
our solution – the pain
managing change in business
technical understanding
manage partners expectations
generally pain free
our solution – where are we now ?
Upgraded to CRM 4.0
Commission payments now fully automated
CRM integration with MS Dynamics, gp complete and operational
All relationship managers are able to access CRM remotely
what benefits have we achieved
the automation of our payment process has made for a more secure system
the automation of commission payments has improved the efficiency with front line sales staff
the automation of our payment process has boosted partnership business because of the confidence in our systems
what benefits have we achieved
MS dynamics CRM means that we now have a single source of information for customer activity
therefore the business can react more quickly to market change
MS office communications server integration with exchange diary allows us to view the whereabouts of our remote workers
what benefits have we achieved
MS dynamics CRM v4 has provided us with workflow that is imperative to the way that we carry out business in our new model
MS dynamics CRM v4 allows us to run different instances of CRM for one server and one database
futures
Microsoft is the Endsleigh corporate standard
Microcoft dynamics CRM to be applied to : complaints; SLAs and contracts
extend the use of CRM into other areas of the business which have different CRM requirements
