A complete CRM strategy
To take advantage of the opportunities in today's market, you'll need the right tools to manage the potential growth—or risk losing share and revenue to competitors. A comprehensive customer relationship management (CRM) solution-spanning acquisition, retention, health and care management, and service—can help you successfully meet the challenges of the evolving marketplace.
Microsoft Health Plan Sales solution for Microsoft Dynamics CRM is a strategic sales and service-enabled customer relationship management platform that helps health plans to streamline marketing and sales processes and to move them online to help achieve more efficient operations at lower costs.
With the Microsoft Health Plan Sales solution, your organization is better able to:
Customize a sales delivery infrastructure and tools for lead management, sales tracking, member service, and retention.
Create client life cycle management tools for facilitating renewal alerts and cross-sell and upsell opportunities.
Support sales campaigns, email marketing, lead generation, and personalized selling materials.
Automate workflows and processes to help reduce administrative tasks and duplicated data entry.
Analyze real-time data, identify trends, and plan proactively.
Interoperate with state health insurance exchanges by 2014.
Health plan sales solution: Seamless integration
Navigating an increasingly complex and competitive environment requires business agility supported by smart technologies. Health plans hampered by inefficient tools and silos of electronic information stored in multiple systems may find themselves disadvantaged. The interoperable framework of the Microsoft Health Plan Sales solution can be seamlessly integrated with your existing IT infrastructure and a wide variety of applications, including several Microsoft ISV partner products that already support the framework. This platform enables you to reduce custom legacy integration costs and to maximize your investments in both Microsoft and non-Microsoft technologies.
Because it's an application framework in itself (xRM), Microsoft Dynamics CRM can be adapted to meet changing business demands and supports custom applications you develop for your unique needs. And since customers pay for user licenses rather than for applications, your organization can deploy the solution across as many applications as you want-at no additional charge.
This versatile platform configures easily to meet your organization's specific requirements and can boost your productivity because Microsoft Dynamics CRM:
- Integrates with Microsoft Outlook, Word, Excel, PowerPoint, OneNote, and other core Microsoft tools so users across your organization can easily perform tasks using familiar applications.
Uses the Windows Workflow Foundation workflow capabilities built into Windows Server.
Makes the most of unified communications functions, including web conferencing, presence, instant messaging, and scheduling.
Readily tailors the user experience for specific user roles.
With the Health Plan Sales solution for Microsoft Dynamics CRM, you have the power to choose the deployment strategy that works best for your organization:
Traditional, on-premises hosting provides superior integration and customization opportunities.
Microsoft Dynamics CRM Online, a hosted solution utilizing the Microsoft cloud computing platform and deployed through Microsoft Outlook or a web browser, gives plan providers a way to reduce costs and speed implementation.
A hybrid approach takes advantage of both models and provides flexibility with improved security and cost management.