CRM Implementation

All insurance companies need to effectively manage their clients with Client Relationship Management systems, but most struggle to. By analysing industry best practices and having in-house experts in the top CRM software, Synpulse can help you gain a competitive advantage in the market. We have certified consultants in CRM technology such as Salesforce.com and Microsoft Dynamics CRM, along with many other tools.

Are you asking yourself

if you need a 360° look at your customer?
how you can track all interactions with clients?
if you need to brush up your CRM system to increase user adoption?
how to align available tools to your CRM strategy?

What you will get from us:

Analysis of CRM processes and tools
CRM Implementation based on best practices
Shortened project durations due to elevated starting point and industry expertise
CRM knowledge transfer and training

Our Approach

CRM Pain-Point Workshops

Workshops with your CRM management members to understand what specific difficulties you are having and what would make your processes more efficient
CRM Process Analysis

Process analysis against insurance CRM best practices
CRM Tool Analysis

Tool analysis to help you maximise your team’s use of in-place CRM software, or recommendations for which tools will help you achieve your CRM goals
CRM Implementation Support

Application of an agile approach or the Synpulse SPEEDmethod to implement efficiently and successfully
CRM Knowledge Transfer

Equipping your team with knowledge and expertise to enable them to manage CRM tools in-house, with little reliance on outside support