Microsoft Dynamics—Customer stories

1-page Solution Brief

Financial Firm Improves Productivity by 20 Per Cent with Relationship Management Software

Privatinvest Bank must keep customers of its private banking service updated on the value of their investments. In a rapidly changing market, financial advisers need fast access to information to improve customer service, communication, and sales opportunities. Microsoft Dynamics® CRM offers a cost-effective solution that helps streamline processes and increase employee productivity, enhancing customer service.

2 page Case Study

Bank Adopts Technology to Improve Customer Satisfaction and Promote Retention

Barclays Bank PLC provides banking, investment banking, and investment management services throughout the world, including the Arabian Peninsula. After introducing consumer banking services in the United Arab Emirates, a system was needed to track and resolve both complaints and sales leads in a timely manner. To ensure the retention and satisfaction of customers while booking new business, managers implemented Microsoft Dynamics® CRM. Since deploying it, customer service has improved markedly while the sales process has been structured and standardized for success.

1-page Solution Brief

Insurance Group Boosts Business with New Broker Relationship Tool

Allianz Brasil Seguros, the Brazilian subsidiary of the Allianz Group, wanted to improve the productivity of its insurance sales team and give it access to information about brokers in the field. The company deployed Microsoft® Dynamics® CRM for 400 employees—half of whom work remotely. Managers now have better strategic and day-to-day control over the sales team, which, in turn, has detected more new business opportunities and improved customer service.

2 page Case Study

Insurance Brokerage Saves Eight Hours Per Day with Comprehensive Technology Solution

Roper Insurance is passionate about exceeding customer expectations—an objective that requires time and attentiveness, plus a comprehensive technology solution. The company uses Microsoft Dynamics® CRM Online, Microsoft® Exchange Server 2003, and Windows® Small Business Server 2003 plus the 2007 Microsoft® Office system and Windows Vista® Business to shave hours off of daily tasks. Since implementing these solutions, business has grown 500 percent.

4-page Case Study

Customer Relationship System Helps Insurance Firm Boost Single Product Sales Tenfold

Endsleigh Insurance Services Limited, the independent United Kingdom insurance and financial products intermediary, has adopted a new business model. With 85 per cent of its sales originating from the Internet, the company has revaluated and realigned its business strategy by moving away from branch operations. It is reinvesting in enhancing sales through digital marketing and enhanced call centre operations. Microsoft® Gold Certified Partner CIBER UK implemented Microsoft Dynamics® CRM 4.0, together with a suite of integrated Microsoft technologies, to improve productivity, performance, reporting, and profitability of its marketing environment. As a result, the company has boosted sales of a single insurance product tenfold by automating processes that were manual—or not done at all—before. Endsleigh is now using digital marketing more effectively to sell its services to customers.

4-page Case Study

Insurance Services Provider Processes Claims 20 Per Cent Faster with Integrated Solution

VVAA, the Netherlands’ leading insurance services provider to the healthcare sector, wanted to introduce online services for customers and reduce the time employees spend on manual claim approval processes. In 2006, Tino Scherpenzeel, Chief Information Officer at VVAA, deployed a flexible, integrated customer relationship management (CRM) system based on Microsoft Dynamics® CRM. The solution integrates data from the company’s line-of-business applications to provide a basis for a new Web service. It also provides employees with the tools to create superior products and services that are personalised for each customer, based on individual financial needs. This allows staff to communicate with customers in a highly professional manner. Since deploying the solution, employees have increased the speed of claims processing by 20 per cent and the company has reduced overheads by 5 per cent.

2 page Case Study

Bank Increases Call Centre Productivity by 30 Per Cent with Customer Relationship Solution

Banca Transilvania is one of five leading Romanian banks. With the business expanding and competition growing in the local market, the company needed to improve its customers’ experience and increase business efficiency. In 2007, it decided to implement a customer relationship management (CRM) system based on Microsoft Dynamics® CRM. The bank now enjoys lower cost of operations, and higher customer satisfaction and retention.

4-page Case Study

Currency Exchange Service Chooses Windows High-Performance Computing over Mainframe
A simple, personal computer-based technology solution was enough to get No1 Currency off the ground but, as the company’s business soared, it thought it needed a pricey, high-maintenance mainframe solution to keep growing. Microsoft® solution provider Corporate Modelling showed it how the company’s grid computing solution, based on high-performance computing with Windows® Compute Cluster Server 2003, could cut costs over the mainframe by 90 percent, boost productivity 100 percent, provide all the scalability the company wanted, and integrate with existing systems that would have been difficult or impossible to integrate with the mainframe.

2 page Case Study

Bank Handles One Million Customer Service Requests Annually Using Flexible CRM System

Paula Rego, a Customer and Store Call Center Supervisor for Portuguese bank Credifin, saw a tsunami of customer service calls on the horizon when Credifin was hired by a large distribution chain to design, implement, and manage a customer loyalty card program. However, using Microsoft Dynamics® CRM business software as the foundation, Credifin delivered an automated customer relationship management (CRM) solution in just six months that provides call center staff with fast access to the data they need for responding to one million service requests each year. Rego and her team use Microsoft Dynamics CRM reports to keep tabs on program success, service-level agreements, and other customer service metrics.

4-page Case Study

Research Firm Enriches Client Interactions with Customer Management Solution

TABB Group offers research and consulting services to senior business leaders, providing insight into the capital markets using the firm’s signature one-on-one interview methodology. The firm’s New York office had difficulty coordinating efforts among analysts, marketers, and the sales team, who maintained separate and often redundant lists of contacts. To provide a unified repository for contact information and customer histories, and to establish formal processes for managing client correspondence and e-mail marketing programs, TABB Group implemented Microsoft Dynamics® CRM. The solution was hosted by Microsoft® Gold Certified Partner Streamline Solutions. Microsoft Dynamics CRM helps TABB Group share information and use familiar programs to proactively pursue sales opportunities.