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Microsoft's Customer Engagement Strategy The newest release of Microsoft Dynamics CRM represents a huge leap forward in Microsoft's journey to deliver intelligent customer engagement. The strategy is clear: to enable organizations to personalize customer experiences; to give them the tools to be more proactive, and to empower them with the intelligence to be able to predict trends and identify patterns to know what the customer needs and wants before they do.

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Case story De Lijn

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Delta Lloyd Life, one of the largest players on the life insurance market, set itself the objective of prolonging its growth in the years to come. After several mergers, it needed to align all resources and processes within the organisation to do this. In parallel with an ambitious Change Management programme, Delta Lloyd Life decided to invest in a CRM solution that was capable of centralising all information relating to the intermediaries - the financial advisers. Today, the sales team and the Marketing Department of Delta Lloyd Life are reaping the benefits with more efficient access to data that are of a higher quality. But above all, the CRM solution constitutes the platform for the realisation of a sales strategy: that of providing more intense support for customers with advanced digital intelligence.

Case story Delta Lloyd Life

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CCV Belgium, a value-added distributor of electronic payment systems and a part of an international group, introduced a sophisticated commercial follow-up system for its direct sales organisation, from first contact to the signing of the sales order. It quickly became apparent that the company was unable to operate outside of a CRM system in order to share information and better follow up success ratios in the sales teams. Based on a needs assessment and a personalized demonstration, CRM partner Travi@ta was able to convince CCV Belgium to choose a solution based on Microsoft Dynamics CRM. The intention is that other countries within the group - the Netherlands, Germany, France and Switzerland - will follow Belgium's example.

Case story CCV Belgium

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Travi@ta newspaper with ARTICLES about Single View of broker & customer, Contact Management, Activity Management, Goal Management, Sales Automation, Marketing Automation, Customer Care; TESTIMONIALS from AXA Belgium, Mercator Insurance, Mensura, Keytrade Bank, HPG Belgium, Delta Lloyd Life, Fintro, Microsoft; much more ... DOWNLOAD THE FULL VERSION HERE: http://www.traviata.eu/publication.asp?publication=FinancialServicesSPECIAL2012

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