Insurance Company MDM And CRM Implementation

An integrated Customer Relationship Management (CRM) system was implemented to improve customer engagement across various business channels, with Master Data Management (MDM) being a key factor in optimizing CRM processes.

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All Technologies Used

Apache Maven
Apache Maven
Apache Tomcat
Apache Tomcat
Oracle Database
Oracle Database
Java
Java
JavaScript
JavaScript
JQuery
JQuery
Log4j
Log4j
JosperRepcns
JosperRepcns

Motivation

To implement a cohesive CRM system that consolidates all customer data into one reliable source, enabling the company to enhance customer service, streamline business processes, and improve marketing, sales, and support efficiency.

Main Challenges

Challenge 1
Fragmented Customer Data

Different departments developed separate software tools, causing customer data to be spread across multiple non-integrated databases. Azati addressed this by creating a unified CRM system that centralized all customer information into one reliable source.

Challenge 2
Time-Consuming Data Consolidation

Manual processing and synchronization of customer data from various sources was time-consuming and prone to errors. We implemented an automated solution, eliminating manual tasks and improving data accuracy and availability.

Challenge 3
Inefficient Business Processes

The lack of integration led to inefficiencies in sales, marketing, and support processes. Azati's CRM system aligned major business processes, improving productivity and ensuring the adoption of best practices across the company.

Key Features

  • Unified Data Source: Centralized all customer data into one platform, improving accuracy and efficiency across departments.
  • Real-Time Metrics: Integrated performance tracking and analytics to quickly identify and address operational issues.
  • Cost Reduction: Replaced multiple existing tools with the new CRM system, significantly reducing software licensing and user training costs.

Our Approach

Data Centralization
Developed a unified CRM system to store and maintain all customer-related data in one place, ensuring transparency and ease of access for all departments.
Process Automation
Automated data synchronization and cleaning, reducing the manual effort required for marketing campaigns, pipeline generation, and reporting.
Performance Monitoring
Built real-time metrics into the CRM tool to identify performance hot spots, bottlenecks, and sales cycle delays, enabling timely interventions and improvements.

Project Impact

Increased Efficiency: Streamlined business processes, improving sales, marketing, and support team performance.

Improved Customer Service: Enhanced the ability to provide personalized, timely customer service, resulting in better customer retention.

Cost Savings: Reduced software licensing costs by replacing expensive legacy systems, including a costly School CRM system.

Positive User Feedback: The CRM system was well-received by users, leading to improved productivity and better marketing campaign results.

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