SimpleCRM will provide Lead & Case Management solution to one of the largest Life Insurance organizations in Southeast Asia. The solution is expected to expand the Life Insurer's existing customer base and streamline its support operations. The company zeroed in on SimpleCRM as the most cost effective, enterprise ready CRM for Life Insurance operations with comprehensive Sales Automation and Multi-Channel Customer Support capabilities.
SimpleCRM Lead & Case Management Solution
The solution will enable the company to:
- Automate lead management, opportunity management, follow-ups and other sales related tasks
- Consolidate information and enable management to have real-time, accurate reports that greatly enhance sales funnel visibility and forecasting
- Leverage existing customer data for sending offers, promotions and updates via email, SMS or outbound tele-calling campaigns
- Link social media campaigns to SimpleCRM and directly capture leads in the Lead Management System
- Run Multi-Channel Support Centre to eliminate customer aggravation when they are forced to identify themselves repeatedly or when CSR is not up-to-date on prior conversations
- Streamline and boost service operations and enabling up-sell/cross-sell
About the Life Insurance Organization
As one of the leading insurance organizations in Southeast Asia, this Life Insurance organization offers a wide range of tailor-made insurance products and services and has more than 5,000+ advisors operating across bancassurance and non-bancassurance channels. The organization was evaluating CRM solutions to boost sales and to provide a consistent customer service experience.
Why SimpleCRM?
SimpleCRM offers a cost effective, enterprise ready CRM solution for its growing customer base in Asia and has a team of industry experts with years of expertise in executing enterprise software projects — especially CRM projects — globally. The platform provides comprehensive Sales Automation and Multi-Channel Customer Support capabilities that are critical for life insurance operations at scale.
