客戶關係管理

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
Scroll Down

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

Scroll Down

與我們聯繫

  • Questionmark

    1. 詳述您的需求

  • Hi

    2. 與我們的團隊會面

  • Check

    3. 獲得客製化報價

This website uses cookies to improve your online experience and to analyze the usage of this website. By continuing to use this website, you accept our cookie settings.