Discover Microsoft CRM 4.0 for Insurance and Financial Services companies
Discover how Microsoft CRM is a fit for the unique needs of Insurance and Financial services companies. Join Microsoft and Pythagoras at this free event as we present the realizable value of Microsoft CRM for your business.
This event is aimed at all companies in the Insurance and Financial services industry, including Insurance companies, Brokers, Intermediaries, Underwriters, Claims, IT/software and anyone involved in the Insurance and Financial services industries.
Microsoft CRM for Insurance and Financial services companies offers a complete, comprehensive customer relationship management system tailored to meet the needs of the Insurance industry and financial services. Specific functionality enables users to better manage client opportunities and relationships and helps sales.
The seminar will highlight how CRM can create greater efficiency across all areas of the business, improve customer retention and increase sales. The value of this event is aimed at showing your organisation the wide variety of features and benefits of the NEW version 4.0 of Microsoft Dynamics® CRM. Microsoft Dynamics CRM brings together people, processes, and technologies, increasing the productivity and effectiveness of your business, helping you drive business success.
- Easy user adoption
- Ensure compliancy
- Increase productivity
- Deliver consistent customer service
- Refine business processes
Join us on Friday, 10 October at the Microsoft Campus in Reading.
Event Location:
Microsoft Campus
Thames Valley Park, Reading, Berkshire RG6 1WG
Telephone: 0870 60 10 100
AGENDA
| 9:00 | Registration & Coffee |
| 9:30 | Welcome & Introduction |
| 9.40 | Storm Warning – CRM in Insurance and Financial services
A discussion on Insurance industry/challenges, the need for a customer centric philosophy in the insurance and financial services industry. |
| 10:00 | Microsoft CRM in Insurance/Financial services case study
The challenges we faced and how we overcame them by implementing CRM in our organisation (ROI, etc.)
Lorica – guest speaker |
| 10.45 | Break |
| 11:00 | NEW Microsoft Dynamics CRM v4.0 Demo for Insurance Companies
Demonstration of Microsoft CRM 4.0 for Insurance and Financial services companies |
| 11:55 | Changing Tides – Top Down and Bottom up: Microsoft
Becoming customer centric and implementing a supporting crm solution often requires adjustment to current business practices and thinking processes. During this session we’ll discuss the importance of the leadership vision and influence, org structure and systems, employee engagement, change management planning and on going communication and support. |
| 12.20 | Q&A Session |
| 12:40 | Close and Lunch |
This event is FREE, so
REGISTER NOW.