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 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
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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

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Let's get in touch

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